Books
When you are looking for a book on a financial topic, visit this page of our website. These books are advisor and client tested and come highly recommended. When you are ready to order, just click on the title or order link and you will be forwarded to the best site to purchase your copy. Disclosure: When you use these links to order from Amazon.com five percent of your purchase price is directed to our organization. This does not increase the price you pay for the books. If you prefer, you can purchase these books, when available, from other on-line book sellers or from a bookstore in your area.
Facing Financial Dysfunction: Why Smart People Do Stupid Things with Money -- Bert Whitehead, MBA, JD -- Discover everything you want to know about Holistic Financial Planning but didn't know whom to ask. This book makes sense of the confusing and conflicting world of financial advice. I have given this book both to my clients and to friends and family and recommend it to everyone who has been asking, "Isn't there a better way?" Buy This Book »
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60 Minute Estate Planner -- Sandy F. Kraemer -- This is a layman's guide to estate planning with a heavy reliance upon visual illustrations of various estate plans, making it easy for the visual learner to understand complicated estate planning strategies. Many pre-conceived estate plans are provided and illustrated based upon typical client situations. This is not a do-it-yourself book, but rather a book to help you educate yourself prior to meeting with an advisor or attorney. Buy This Book »
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Getting Rich in America -- Dwight R. Lee & Richard B. McKenzie -- This book is really about lifestyle choices as much as financial choices. It codifies and expands on the information in The Millionaire Next Door. For instance, Rule 6 is "Take Care of Yourself" (your health) because, not only do you want to live longer to enjoy your wealth and the beauty of the planet, but healthy people also look better and act more energetic and thus make higher incomes. Buy This Book »
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Prince Charming Isn't Coming: How Women Get Smart About Money -- Barbara Stanny -- This book relates one woman's journey to financial responsibility, but it is the universal tale of so many women who were raised to leave "the money stuff" to Dad, husband, stock broker--you name it. The message is: get informed and take control because--even if "Prince Charming" does show up--you are always better off understanding what the best choices are for you. Buy This Book »
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The Best Way to Save for College: A Complete Guide to 529 Plans -- Joseph F. Hurley -- This very informative book will help any parent to understand the best way to fund college expenses. It's a bible for state tuition plan details. 529 Plans are reviewed and contrasted with Coverdell Accounts, Qualified Savings Bonds, and other investment alternatives. Income tax planning and estate planning are also discussed. Highly recommended! Buy This Book »
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Savings Bond Alert -- Tom Adams -- Compared to other potential investments, US Savings Bonds are an excellent choice for the low-risk portion of your investment portfolio. However, Savings Bonds are a do-it-yourself investment. Earn more and worry less by letting Adams guide you through the maze of Savings Bond purchase, redemption, tax, and estate planning issues. Buy This Book »
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