Books for Consumers
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 Amazon.com or the sale site recommended by the author.
Disclosure: When you use these links to order from Amazon.com five percent of your purchase price is directed to the Alliance of Cambridge Advisors, Inc. 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, 2nd Edition Bert Whitehead, MBA, JD 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?" |
 The Young Couples Guide to Growing Rich Together Jill Gianola, MS, MBA, CFP® Paying off five- and six-figure student loans ... Launching careers in a confusing and uncertain job market ... Young couples today face dozens of financial stresses and difficulties that their parents never dreamed of. The Young Couple's Guide to Growing Rich Together takes a unique and personal approach to successfully addressing them all. Calming and reassuring, it provides the advice and answers you need to combine two financial lives into one, discussing everything from eliminating old debt and starting a family to buying a home, saving for retirement, and much more. |
 The Ultimate Parenting Map to Money Smart Kids Linda Leitz, CFP® Educating your family about money management can help you and them. Your children's comfort handling money and the role it plays in life can make a huge difference in someone's outlook. Basic financial concepts help children get a sense of their own financial priorities. This does not mean that there will not be learning curves. Far better as a young person than as a person in their 60's who suddenly realizes they won't ever be able to retire. This book helps you teach your children to be savvy consumers by showing you the building blocks to financial responsibility. |
 At the Heart Of Money Melvin and Edie Spain At the Heart of Money is a fresh approach to handling finances designed to reduce money stress. The concepts behind this approach are a journey of self-discovery: Blessings, Giftings, Values and Purpose. As the readers discover who they are, what they value and their life purpose, they discover that money is not the root of stress. The issues behind the money are usually the culprit. This is not the traditional "grit your teeth" approach to budgeting, but a fresh, new concept. At the Heart of Money and its companion journal, The Path of Discovery, are available from Amazon.com or if ordered directly from the authors (attheheartofmoney@comcast.net), we will send you the $39.95 journal free with the purchase of the book for $19.95. |
 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. |
 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. |
 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. |
 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. |
 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! |