'The Money Navigator' Lights the Path to Our Best Financial Lives
By: Robert Diamond Oct. 03, 2017
"The Money Navigator" cuts through the information overload around complex financial decisions, and demonstrates how the right financial planner can help anyone manage the most crucial points of their financial lives: life transitions, approaching retirement, managing money after retirement, or facing a major change, expected or otherwise.
Bennett draws on more than 25 years of experience and in-depth, independent research to show readers how their financial decisions are inextricably bound with their beliefs and emotions, why financial and insurance products are often misunderstood, and how a financial planner can help.
"The decisions we make with money affect every aspect of our lives," Bennett says. "A Money Navigator, trained to the gold standard of financial professionalism and ethics, understands the big picture, and can keep us from making choices that don't align with our priorities."
The book is organized into four straightforward sections, each with take-aways for readers nearing retirement, already in retirement, or dealing with major life transitions:
- The Age of the Money Navigator, an introduction to behavioral finance and the core characteristics of a skilled financial planner. Bennett contrasts traditional and behavioral finance, showing how the latter relates to an investor's FinLife® - their financial life.
- Navigating Your Decision Traps, an overview of the all-too-human biases and assumptions we make that can undermine our financial decisions. Bennett also shows how factors outside of our control, like our generation or even our birth order, can influence our choices, and how awareness of Decision Traps can lead to better financial decisions.
- The Financial Services Industry Landscape, a big-picture view of products and services that promise to improve an investor's FinLife®, and how a financial planner can cut through the glut of information to weigh the pros and cons of the many choices available.
- The Money Navigator in Depth, a demonstration of what you can expect from a relationship with a financial planner, underscoring the vital importance of that relationship in the context of the current market and the value a financial planner can add to your life.
About Paul C. Bennett
Paul Bennett is a CERTIFIED FINANCIAL PLANNER®, holding a Ph.D in economics, with distinction, from SMC University and a Master of Science in Finance from Indiana University. He is currently pursuing a postdoctoral Master of Science in Applied Analytics from Columbia University. He has written two additional books: "Financial Economics of Index Annuities: An Analysis of investor Returns" and "Easy Essays on Economics." He was named a 2017 Top Financial Adviser by Northern Virginia Magazine. According to the Northern Virginia Magazine, the Best Financial Advisers list is based on total nominations received from surveyed local area financial professionals. Financial Advisers do not pay a fee to be considered or placed on the list, and inclusion on the list is not indicative of the Financial Adviser's future performance. His insights have appeared in The Washington Post, CNBC.com, Dow Jones, InvestmentNews and other media outlets. He lives in Great Falls, Va. with his wife and twins.
About United Capital Financial Partners
United Capital Financial Partners, Inc., the parent company of United Capital Financial Advisers, LLC ("United Capital") and its consulting affiliate, is an independent financial life management firm. United Capital is a Registered Investment Adviser (RIA) offering client objective advice and an open architecture platform that enables a wide array of investment management solutions tailored specifically to client needs. Today, United Capital has approximately $19.8 billion in assets under management and 87 offices nationwide. For more information, please visit www.unitedcp.com.
SOURCE: BUSINESS WIRE. ©2017 Business Wire
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