Dear Reader,
Often my students ask me about how the American personal finance market is structured and what does the individual need to take into consideration. Besides being able to talk about this subject in English, there is a lot of specific terminology that go along with this subject.
My research has come up with a document provided by Merrill Lynch. It is based on the concept of having all of your financial information at your fingertips to make it easier to plan for the future and to deal with the unexpected.
This document is designed as an actual organizational tool for the individual and his or her family. It assists people living in the United States to collect all of their key financial data and suggests discussion points with a financial advisor.
Kind regards,
Nelly Thomas
Further links:
- Video The New York Times: Business – Your Money
- Article The New York Times: A Day to Tackle the Financial To-Do List
