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Building a Bridge Into the Future: Wealth Planning Scenarios for Everyone 2025 Edition
Contributor(s): Swammy, Sarah (Author), Henry, Montague (Author)
ISBN: 3030560163     ISBN-13: 9783030560164
Publisher: Palgrave MacMillan
OUR PRICE:   $35.99  
Product Type: Hardcover
Published: August 2025
This item may be ordered no more than 25 days prior to its publication date of August 13, 2025
Additional Information
BISAC Categories:
- Business & Economics | Industries - Financial Services
- Business & Economics | Finance - General
 
Descriptions, Reviews, Etc.
Publisher Description:

This book provides a framework to help make individual wealth management accessible to all people, especially those without access to professional financial planning resources. Taking into consideration generational differences in investment priorities and alternative investments, recent shifts in technology and their consequences, as well as unique characteristics of the contemporary workforce, this book delineates the concepts, terminology, and techniques essential to wealth management, and provides a framework for readers to develop a robust and adaptable financial plan of their own. Specifically, the book considers companies that align themselves with sustainability, the environment, and creating a social consciousness footprint, helping readers understand what they need to know to develop a wealth planning strategy that meets their unique needs. It also examines the intersection between modern technology and the economy by considering new financial technologies, such as cryptocurrencies. Lastly, it provides insight on planning for long-term care, which is a major issue facing families as they care for aging family members.