"This book is mandatory reading for anyone who wants a better understanding of how to manage their money."--Mary Beth Franklin, InvestmentNews

"Accessible and practical, this guide contains valuable tools for managing one's personal finances for maximum results."--Publishers Weekly, starred review
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It seems like a foolproof decision: if you want to be smart about protecting and growing your wealth, you should seek guidance from a trained financial advisor.

As CEO of the country's largest provider of workplace financial...