Otherwise smart, confident people balk when asked about investments. They assume investing is some esoteric, mystifying process far too complicated to be understood. This fear of engaging with investments can have serious financial consequences. Money that would otherwise actively grow financial dividends lies dormant, losing rather than gaining in value.
It doesn't have to be this way. You can gain fundamental financial knowledge simply by understanding the vocabulary and rules of investments. Once you do, you'll be able to make informed decisions about your investments, avoid financial mistakes, and figure out who to trust with your money.
Award-winning estate planning and elder law expert David E. Rosen, Esq., guides you through the basics of investment strategies. You'll learn the rules of the game, the types of investments available, and the many strategies you can employ to improve your financial standing. By applying five key rules to your investments, you'll learn not only how to grow your wealth, but also how to keep it.
Using simple, straightforward language, Investing and Estate Planning Made Easy: Strategies to Make Money and Keep It is a powerful resource for anyone interested in making their money work for them-rather than the other way round.
About the Author: David E. Rosen, Esq., is a Worcester, Massachusetts native who graduated cum laude from Georgetown University Law School in Washington, D.C., clerked for United States District Court Judge Reginald Lindsay in Massachusetts, worked as an attorney for an international law firm in California and served in the White House during the Clinton Administration.
Attorney Rosen provides clients with a one-stop solution for their retirement needs, tax and estate planning through expertise in all these areas. He provides his clients with the all important peace of mind in knowing that their life savings will be preserved for their families.
Attorney Rosen is licensed to practice in Massachusetts and California and has a Series 65 license. Attorney Rosen was awarded the Super Lawyers Massachusetts Rising Star in 2014 and 2015. He is the recipient of the AVVO Top Attorney Estate Planning, the AVVO 2013 Client's Choice Estate Planning, and the Georgetown University Pro Bono Service award.
