Open Access. Powered by Scholars. Published by Universities.®
Articles 1 - 1 of 1
Full-Text Articles in Social Work
Book Review: Legacy, Jackie Phillips
Book Review: Legacy, Jackie Phillips
Journal of Financial Therapy
Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions provides insightful, practical advice for leaving a legacy and making decisions. The book provides real-life examples of how individuals can discover and secure the “whys” needed for themselves when making decisions. It also provides questions and steps that financial advisors can take to get their clients to identify their values and think about how their decisions can support said values in the long-run.