Glassman, senior vice president of investments at Merrill Lynch, demystifies investing and offers instantly useful advice on getting your feet into the water. She urges readers to complete a full financial audit and evaluate spending habits honestly and objectively before they move on to her sensible investment plan and setting their own rules. She includes stories of success and failure to clarify key points, and provides valuable advice on will, estate, and tax planning, gifting to children, and asset allocation. She also dedicates an entire chapter on what not to do, including investing with friends, overextending your borrowing, and getting attached to investments. Concise, realistic, and very readable, this book opens up the complex world of financial investing and provides a useful guide that first-time investors can—and should—utilize.
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