Partnering with you through life's transitions

Personal Finance For Dummies
1.  Personal Finance For Dummies by Eric Tyson
 
  "I know the Idiot's and Dummies' guides can seem a bit cheesy and basic but I must admit this was one of the first personal finance books I ever read (10+ years ago). If you're looking for the basics, then this is the place to start."
   
Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction
2.  Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction by Bert Whitehead
 
  "This is the third edition of Bert Whitehead's book and they get better each time. Whitehead addresses many topics in personal finance which provide a great foundation for improving your own financial situation."
   
The Random Walk Guide To Investing
3.  The Random Walk Guide To Investing by Burton G. Malkiel
 
  "A great place to start learning about investing. It's a relatively short book and quick read."
   
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing (Completely Revised and Updated)
4.  A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing (Completely Revised and Updated) by Burton G. Malkiel
 
  "This is by the same author of "Random Walk Guide to Investing" but is longer and much more thorough. Of all the books on investing, I think this does the best job of describing a coherent and understandable philosophy."
   
The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
5.  The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk by William J. Bernstein
 
  "This is another book on investing which focuses on the importance of diversification and using investments with different characteristics to build an investment portfolio. A bit more technical but important information worth understanding."
   
Index Funds: The 12-Step Program for Active Investors
6.  Index Funds: The 12-Step Program for Active Investors by Mark T Hebner
 
  "A well-illustrated book on the use of index funds. This book offers a good argument for using passively managed index funds versus actively managed mutual funds. Hebner's website, www.indexfunds.com also has a lot of useful information."
   
Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner
7.  Smart Couples Finish Rich: 9 Steps to Creating a Rich Future for You and Your Partner by David Bach
 
  "Bach does a good job of beginning with goal setting before moving into tactics on how to achieve those goals. Many personal finance books just jump into tactics without considering the purpose first. Unfortunately, the tactics are becoming a bit dated mainly due to tax law changes since the original publication date."
   
The New Retirementality: Planning Your Life and Living Your Dreams....at Any Age You Want
8.  The New Retirementality: Planning Your Life and Living Your Dreams....at Any Age You Want by Mitch Anthony
 
  "A great book for people considering "retirement" and its implications."
   
The Number: What Do You Need for the Rest of Your Life and What Will It Cost?
9.  The Number: What Do You Need for the Rest of Your Life and What Will It Cost? by Lee Eisenberg
 
  "Another great book for people considering retirement."
   
 

 

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