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Investment Adviser Representative,
Better Money Decisions
I'm the CEO of Better Money Decisions (B$D) and co-author of the blog Better Financial Decisions. As a principal of B$D, I'm excited to continue my long career as an investment professional, which started in the 1980s.
Living and working in places as diverse as Jeddah, Saudi Arabia, and Budapest, Hungary, has given me a unique perspective on the world of investing. Through these experiences I have learned that life can change in an instant, and having a financial guide can make all the difference between a retirement fraught with worry and one with peace of mind.
My book, Bozos, Monsters and Whiz-Bangs: Bad Advice from Financial Advisors and How to avoid It! is an insider's guide to finding the right adviser.
From a bevy tax breaks to the opportunity to involve family members and future generations in a legacy of giving, donor advised funds add leverage and flexibility to a comprehensive financial plan.
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