Network·Venture Capital
📍 NEWPORT BEACH, CA
SEC CRD #801-60943
Your Dollars, Our Sense - Beacon Pointe Advisors Skip to content Get Started Client Access Main menu Get Started Client Access Your Dollars, Our Sense A Fun Simple Guide to Money Matters Your Dollars, Our Sense is a quick read that makes sense of credit, saving priorities, investing, home ownership, insurance, marriage, children, retirement, estate planning and much more. The goal is to provide readers with relatable and simple financial advice to help navigate various life stages and major life events in an entertaining, informative manner, escaping the dryness often associated with the topic. Start Reading Today Why Readers Love Your Dollars, Our Sense I finished reading this great book yesterday! These are my thoughts: Great book for learning what anyone needs to have in mind on life financial matters: On savings, everyday spending, kids, retirement, investments, insurance and taxes For someone who did not grow in this system and had no-one to teach me the financial system here I found it extremely helpful, for getting a solid understanding of the factors that are in play and getting equipped with the right financial questions to ask at the right time. I think that is very valuable. Some of the factors it mentioned I did not have awareness of before, so I learned some new stuff too. The earlier we become aware if these matters in our adult life the better – I would even give this to someone in college. It explains all the things that bring anxiety to a lot of us, in a very
CATHERINE G. PRENTICE
DIRECTOR, COMPLIANCE
📞 (949) 718-1600
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AUM
$54.9B
Check Size
$2M–$2M
Location
NEWPORT BEACH, CA
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