The Why and How of Your Total Wealth

Many Americans lack financial literacy. Moreover, regardless of their financial wealth, many Americans are also not as happy as they could be … lacking what one of our reviewers defined as “life literacy.” We wrote Your Total Wealth: The Heart and Soul of Financial Literacy because of these two reasons. To address the lack of financial literacy, we define what…

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Helping clients through black swan events

Helping clients through black swan events

Financial planners working with clients as they confront crises like the recent supply chain disruptions need to have a holistic view of planning, increase their own emotional intelligence and improve their communications skills. November 30, 2021 By David Dubofsky and Lyle Sussman Click Here to see article published in InvestmentNews, November 30, 2021   The recent supply chain disruption and…

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Your Total Wealth Pre-retirement Assessment

Are you prepared for retirement? This assessment helps you answer that question. Retirement planning typically considers only your financial needs. But there are many nonfinancial issues that should be considered as well – your emotional, psychological, and social needs. The best retirement planning looks into the future from a perspective of Total Wealth. It incorporates both financial and nonfinancial issues….

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Americans Lack Knowledge About Finance

American Lack Knowledge About Finance

David A. Dubofsky Retired Professor of Finance – University of Louisville and author of “Your Total Wealth…. The Heart and Soul of Financial Literacy” The Heart And Soul Of Financial Literacy from Thomas Neuhaus on Vimeo. Watch video here: https://vimeo.com/539887856 Download: PPT deck *Americans Lack Knowledge About Finance Business Insider survey of 2007 millennials: only 20.7% understood the terms and…

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The Wrong Way to Achieve Wealth

For some down-to-earth, basic advice on money and life, I have a book to recommend: “Your Total Wealth: The Heart and Soul of Financial Literacy.” by: H. Dennis Beaver, Esq. April 17, 2021 “Mr. Beaver, I am finally starting to earn real money in my medical practice but don’t know the first thing about investing. I need concrete advice on…

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Your Total Wealth is the ideal read. It is the most unique and accessible financial advice resource I’ve ever seen and goes well beyond how to make money - Kiplinger
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