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Be Informed About Your Finances


The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas J Stanley and William Danko

The Millionaire Next Door is a personal finance classic. After researching America’s wealthy, the authors identified seven key characteristics of this elite group. Those characteristics point the way for anyone who wants to become a millionaire. But don’t expect any get-rich-quick schemes. The power of this book is in its simplicity and common sense approach.

The Young Couple’s Guide to Growing Rich Together by Jill Gianola, MS, MBA, CFP®

Whether paying off five- and six-figure student loans or 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 by 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. But it is far better to learn these concepts early than to discover them in your 60’s and suddenly realize you 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.

The Best Way to Save for College: A Complete Guide to 529 Plans by 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. This book is highly recommended!

We Need to Talk: Money and Kids After Divorce by Linda Leitz, CFP®

Money and kids are two things that definitely go together, however, add in divorce and you have your hands full. We Need to Talk is the single mom’s map to coping with financial issues that impact kids. Dealing with finances after a divorce is huge. And working through the financial issues that impact your children is a major part of the equation. We Need to Talk helps single moms quantify the dollars and cents that they must deal with and spells out ways to communicate those needs. This book helps single mothers gain a sense of financial autonomy and maintain a co-parenting relationship that is supportive of their children.

Moving Forward on Your Own: A Financial Guidebook for Widows by Kathleen Rehl, Ph.D., CFP®

Your husband’s death is possibly the most devastating event you’ve ever experienced. You may wonder, “Am I going to be able to make it on my own?” Maybe you feel overwhelmed and don’t know what to do next. This guidebook can help you. It integrates basic financial information with self-reflective exercises to encourage your self-confidence about money matters in a way that’s not overwhelming.

60 Minute Estate Planner by 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.