Building a Bridge Into the Future: Wealth Planning Scenarios for Everyone

by Sarah Swammy

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...

• Format: Hardcover
• Language: English
• ISBN: 3030560163
• ISBN13: 9783030560164
• Release Date: August 2025
• Publisher: Palgrave MacMillan