Just Give Me the Answer$: Expert Advisers
Address Your Most Pressing Financial Questions
By Sheryl Garrett, CFP®, with Marie Swift and The Garrett Planning Network, Inc
Hiring a financial planner is often something people associate with the wealthy. But according to financial guru Sheryl Garrett, everyone should be able to work with a financial professional and take control of his or her financial fitness. In Just Give Me the Answer$: Expert Advisers Address Your Most Pressing Financial Questions, Sheryl Garrett along with Marie Swift and Members of The Garrett Planning Network have provided the answers to the most pressing financial questions consumers ask as they pass through various life stages. Sprinkled with real-life stories and specific examples, Just Give Me the Answer$ is a one-stop resource for anyone looking to get – and keep — their financial house in order.
Money Without Matrimony
By Sheryl Garrett, CFP®, and Debra A. Neiman, CFP®, MBA
This book provides financial planning tools and strategies that enable unmarried couples to solve the financial, legal, and discriminatory dilemmas inherent in their living situation. The authors take a real-world approach to the issues, providing specific advice and direction for the more than 5 million couples across the unmarried spectrum. It is an invaluable guide for anyone, of any age, who is unmarried and lives with or is considering living with a partner.
By Rick Kahler, CFP®, and Kathleen Fox
This book will help you discover your unconscious money beliefs and break their power, transforming the role of money in your life. It will give you practical, down-to-earth guidance along a new path to help you achieve fulfillment and prosperity far deeper than just financial success.
The Number: A Completely Different Way to Think about the Rest of Your Life
By Lee Eisenberg
“The Number” is the amount of money you need to have socked away in order to be confident that your post retirement life will meet your expectations. Everyone’s Number is different – and while it is important to save enough to last – Eisenberg says Americans need to also determine how they want the rest of their life to look. “It’s not just ‘how much’ but ‘what for’” he says. He provides a charmingly written consideration of an aging generation’s retirement worries and of the investment business designed to profit from them. Heartfelt discussions of goals, health and health care, “downshifting” to enjoy life while spending less money and the meaning of post retirement life pepper its pages. His perceptive analysis of real and fictional people’s financial hopes and strategies will inspire readers to reconsider their Numbers and their methods for investing. Sheryl Garrett, founder of the Garrett Planning Network, George Kinder, co-founder of the Kinder Institute of Life Planning, and many other leading financial planners are profiled in the book. Eisenberg provides additional thoughts on his web-log (www.thenumberbook.com).
By Lynette Khalfani
If you want to be debt-free and achieve financial freedom, you need an action plan to guide you. This book is your step-by-step plan and it’s simple and easy to understand.
The Prosperity for Life Financial Organizer
By Suzanne Fails, CPA, CFP®
This easy-to-use financial planning tool contains checklists and worksheets to help you accumulate and store vital personal and financial information. Each section has reminders and ideas about important financial planning tasks. Now you can experience peace of mind knowing that your crucial information is organized and at your fingertips.
Ten Weeks to Financial Awakening: A Guidebook to the Creation of Your Own Financial Plan Using Quicken Software
By Paul Lemon
This isn’t really a book, it’s a complete financial planning program that will help you organize and control your finances and take control of your financial life. This book guides you step-by-step to developing your own financial plan.
The Ultimate Credit Handbook: How to Cut Your Debt and Have a Lifetime of Great Credit
By Gerri Detweiler
A former director of Bankcard Holders of America, Gerri Detweiler draws on her years of expertise in counseling consumers with credit problems to write the definitive handbook on how to have more credit, get out of debt and live a lifetime of financial stability and prosperity.
College Money Handbook
This book is an annually updated reference guide to more than 1,600 individual colleges’ student financial aid appropriations. It is designed to help prospective undergraduate students and their families discover what they might look for in financial aid from particular institutions, aid them in making comparisons between institutions and help them make decisions related to financial aid. The front matter provides a concise overview of the student financial aid system.
Suddenly Single: Money Skills for Divorcees and Widows
By Kerry Hannon
This book provides divorced or widowed women with essential information that can transform their lives. The book should be viewed as an essential survival kit for all suddenly singles.
The Budget Kit
By Judy Lawrence
This book has a simple, no-nonsense approach to understanding and managing one’s financial life. The recommendations and examples are superb, and the “big picture” is communicated effectively. The book is a complete kit by itself, and the associated Web site offers more outstanding advice and useful tools.
Does Your Broker Owe You Money
By Daniel R. Solin, Esq.
This book discusses how investors can avoid being victimized by brokers and how to get their money back if they incurred losses on account of broker misconduct. An excellent primer for those wanting to get “the inside skinny” of the brokerage business. Shows investors the various forms of broker fraud, and helps them determine if they have a claim. Gives you the tools to assess if you have a claim and advises you on what your next steps should be.
You Don’t Have to Be Rich: Comfort, Happiness and Financial Security on Your Own Terms
By Jean Chatzky
Chatzky, who is with NBC’s Today Show and Money Magazine, creates an insightful book that shows can show you how to make financial decisions to make you truly happy no matter your financial means. Practical advice. Highly inspiring.
The Richest Man in Babylon
By George Clason
A collection of parables written in the 1920s, this book is a timeless, inspirational work. Great advice on the subject of thrift, financial planning and personal wealth, that is just as sound today, as it was 80 years ago.
Your Money or Your Life: Transforming Your Relationship With Money and Achieving Financial Independence
By Joe Dominguez and Vicki Robin
This is a best-selling book on how to get control of your money and your life. The authors help you take a look at how you handle your money, and whether it is a reflection of your values.
The Millionaire Next Door
By Thomas Stanley and William Danko
Contrary to what many may believe, most millionaires are not flashy. This book gives you a good look at the profile of a typical millionaire, how they got there, and how you can learn from their habits. Who knows, you might even become the next Millionaire Next Door.
Saving Money: An Easy, Smart Guide to Saving Money
By Barbara Loos
Formerly published under the title I Haven’t Saved a Dime, Now What?!, this book has been repackaged, and sold under the Barnes & Noble Basics label. It is designed to walk you through the often puzzling and worry-producing world of money.
Seven Stages of Money Maturity: Understanding the Spirit and
Value of Money in Your Life
By George Kinder, CFP®
This is a book that searches for the spiritual meaning in wealth, and tells the stories of three composite characters throughout the book. You learn how to evolve through the seven stages (innocence, pain, knowledge, understanding, vigor, vision, and aloha) necessary to achieve financial and emotional security. Named as “one of the most influential people in the financial planning industry” (Investment Advisor magazine, June 2003), George is the founder of The Kinder Institute of Life Planning, a personal empowerment and training organization that offers the highly-acclaimed Seven Stages of Money Management Workshop.
Serious Money, Straight Talk about Investing for Retirement
By Rick Ferri, CFA
Serious Money explains why stockbrokers, investment firms, financial consultants and the mass media do not always have your best interests at heart. In this hard-hitting book, author Richard Ferri takes the investment industry to task for spending too much effort on selling and too little on meeting the needs of serious investors.
Who Gets Grandma’s Yellow Pie Plate?
By Marlene Stum
This is a sensible, down to earth guide on how to handle the distribution of family items from one generation to the next. The goal is to have the process be a celebration of the deceased person’s life, rather than allowing emotions to harm or destroy family relationships.
A Random Walk Down Wall Street: The Best Investment Advice for the New Century
By Burton Malkiel
This is an investment classic, originally published in 1973. It has just been updated, and now takes into account the dot-com meltdown. Among other topics, Malkiel gives an entertaining history of past market bubbles, and explains why it’s not worth trying to beat the market. There is also a life-cycle guide to investing in the market.