It's Not So Funny When It's Your Money: A Lighthearted Look at Some Typical Financial Behavior from a Financial Advisor's Perspective

No matter how knowledgeable and financially savvy we are, there are times we all lie in bed at night and wonder if we really know what we're doing with our money.

In It's Not So Funny When It's Your Money, financial advisor Stuart Horowitz draws on a career's worth of anecdotes about real people in real-life situations (many of them all-too-familiar) and offers the perspective and advice we wished we had at the time -and are glad to have now. Whether you're at the beginning of the financial road and just starting a family, winding down your career, or well into retirement, you'll find something to recognize in the situations these characters find themselves in.

So be prepared to laugh at yourself a little while you read about sensible ways to make decisions about your investments, retirement, income taxes, estate planning, and assets that are even harder to quantify: balance and peace of mind.

Stuart Horowitz is cofounder and managing senior partner of Andrew Stuart Asset Management Group, an independent wealth management firm in Coral Springs, Florida. The firm manages roughly $250 million in private holdings for its clients. A Certified Financial PlannerTM, Horowitz received his MBA from HOFSTRA University and serves as a Trustee Scholar at New York University’s Stern School of Business. Andrew Stuart Asset Management is nationally recognized for its patent-pending TEDI ModelTM for tax-efficient income distribution for affluent retirees, as well as for its expertise in facilitating tax-deferred 1031 “like-kind” real estate exchanges.

Growing up in a family of educators, Stuart has always been a teacher at heart. Stuart derives great pleasure from watching his clients absorb information that they thought were way too complex to handle.