EPISODE · Jul 23, 2013 · 5 MIN
Determining Your True Net Worth, Part 2
from AbacusWealthPartners · host Abacus Wealth Partners
Our net worth is not just the money we have in the bank. Abacus CEO Spencer Sherman discusses the lessons we can learn from It's a Wonderful Life and explains how developing a clearer idea of our true net worth can give us a better sense of what's really possible for us. Abacus Wealth Partners is an SEC Registered Investment Adviser. A copy of our current written disclosure statement discussing investment risks, our advisory services, and fees is available for your review upon request. Nothing in this publication should be construed as investment, legal or tax advice. Please contact an attorney regarding specific legal questions about your trust or estate plan.
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Determining Your True Net Worth, Part 2
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