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Recommended reading for Financial Planning

Hourly as needed financial planning and advice

 

The New Retirementality, By Mitch Anthony

Your retirement most likely won't look like your parents’. Mitch Anthony delves into a new way to look at retirement and the many choices now available.  After reading this book you will probably rethink and redefine "Retirement".


Affluenza: The All-Consuming Epidemic
By John de Graaf, David Wann and Thomas Naylor

As the title suggests, we, in our society, are suffering from a disease of over consumption and all of its ill effects.Consuming more than we should hasn't increased our happiness level.  As national savings levels have plummeted to an all-time low this book has a very timely message.


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.


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


Smart and Simple Financial Strategies for Busy People, By Jane Bryant Quinn

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


Garrett's Guide to Financial Planning: How to Capture the Middle Market and Increase your Profits, By Sheryl Garrett, CFP ®

Americans are searching for affordable financial guidance that is completely objective and relative to their particular needs. Sheryl Garrett is a pioneer in advocating and offering this kind of financial planning advice. In this unique book, written especially for the financial services industry, she chronicles the evolution of the financial planning profession and challenges planners to look at how they will practice and serve their clients in the future.

She offers practical insights on how to offer hourly-based, affordable financial advice to anyone seeking such direction. The time has come for qualified financial planners to follow Sheryl's example and her book is the perfect bridge to that new practice model. This is a “must read” for any financial planner who wants to stay on the cutting edge of the profession.


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