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A Good Financial Advisor Will Tell You...

Everything You Need To Know About Retirement, Generating Lifetime Income And Planning Your Legacy

by Jeremy A. Kisner, CFP, Robert J. Luna, CIMA ...

Let’s start with what this book is not. This book is not an “introduction to investing” book. Millions of those are out there, and they typically put people to sleep. Therefore, this book is not going to explain: What is a stock? What is a mutual fund? How do you create a family budget? Yada, yada, yada. This book was written for the millions of people who could be called the “mass affluent”—those ... Read more

$6.99 USD or Free with Kobo Plus

Let’s start with what this book is not. This book is not an “introduction to investing” book. Millions of those are out there, and they typically put people to sleep. Therefore, this book is not going to explain: What is a stock? What is a mutual fund? How do you create a family budget? Yada, yada, yada. This book was written for the millions of people who could be called the “mass affluent”—those
... Read more
The Money of Love

Is the Root of All Finances

by Marshall D. Gunn, Jr. CPA/PFS, CFP ...

If you want to get to know the truth about someone, just take a look in their checkbook. Wherever their love is, that is where their money is going. From the novice to the sophisticated planner or investor there are tips, techniques and methods to improve the financial lives of those you love. ... Read more

$9.99 USD or Free with Kobo Plus

If you want to get to know the truth about someone, just take a look in their checkbook. Wherever their love is, that is where their money is going. From the novice to the sophisticated planner or investor there are tips, techniques and methods to improve the financial lives of those you love.
... Read more
The Childfree Guide to Life and Money

Make Your Finances Simple So Your Life Without Kids Can Be Amazing

by Jay Zigmont PhD, MBA, CFP® ...

An essential and comprehensive personal finance and money management guide for Childfree and Permanently Childless people.Design the life you want, then create the right financial plan to get you there.Financial planning looks vastly different for DINKs (dual-income, no kids) and SINKs (single-income, no kids). But nearly all the advice out there assumes you have children or will have them someday ... Read more

$13.69 USD

Also available as: Audiobook

An essential and comprehensive personal finance and money management guide for Childfree and Permanently Childless people.Design the life you want, then create the right financial plan to get you there.Financial planning looks vastly different for DINKs (dual-income, no kids) and SINKs (single-income, no kids). But nearly all the advice out there assumes you have children or will have them someday
... Read more

Also available as: Audiobook
Investing in U.S. Financial History

Understanding the Past to Forecast the Future

by Mark J. Higgins, CFA, CFP® ...

Investors who ignore the past are lost in the present and blind to the future.Most people rely only on their life experience to make investment decisions. This causes them to overlook cyclical forces that repeatedly reshape economies and markets. Investing in U.S. Financial History fills this void by recounting the comprehensive financial history of the United States of America. It begins with ... Read more

$8.69 USD or Free with Kobo Plus

Investors who ignore the past are lost in the present and blind to the future.Most people rely only on their life experience to make investment decisions. This causes them to overlook cyclical forces that repeatedly reshape economies and markets. Investing in U.S. Financial History fills this void by recounting the comprehensive financial history of the United States of America. It begins with
... Read more
The Runway Decade

Building a Pre-Retirement Flight Plan in Your Fifties

by Pete Bush, CFP, Bill Bush, CRPS ...

If you're like many future retirees in their fifties, you're facing a milestone in the next decade that can feel like an overwhelming deadline: retirement. If you're also a business owner or corporate executive, the pressure is greater because people outside your family depend on you. Are you prepared? Perhaps you have all the elements—robust savings, ample 401(k) investments, adequate insurance, ... Read more

$6.99 USD or Free with Kobo Plus

If you're like many future retirees in their fifties, you're facing a milestone in the next decade that can feel like an overwhelming deadline: retirement. If you're also a business owner or corporate executive, the pressure is greater because people outside your family depend on you. Are you prepared? Perhaps you have all the elements—robust savings, ample 401(k) investments, adequate insurance,
... Read more
IRAs, 401(k)s & Other Retirement Plans

Strategies for Taking Your Money Out

by Twila Slesnick, PhD, Enrolled Agent, Tracy Shea, CFP® ...

Save your nest egg from the IRSAbout to retire? Over 73 and facing mandatory withdrawal rules? Just inherited money from a retirement plan?Whether you have an IRA, Roth IRA, 401(k), Keogh or other retirement plan, this book will help you make sense of the rules for taking your money out. Even more important, it will show you how to avoid the stiff taxes and penalties that lurk in the fine print. ... Read more

$25.99 USD or Free with Kobo Plus

Save your nest egg from the IRSAbout to retire? Over 73 and facing mandatory withdrawal rules? Just inherited money from a retirement plan?Whether you have an IRA, Roth IRA, 401(k), Keogh or other retirement plan, this book will help you make sense of the rules for taking your money out. Even more important, it will show you how to avoid the stiff taxes and penalties that lurk in the fine print.
... Read more
Fit Financial Approach

The Candid Truth About Being Fit in Both Health & Wealth

by Mike Broker, CFP®, CPT ...

The Fit Financial Approach features information and direction on how to improve one’s life in two of the most important areas: health and wealth.The fit are getting fitter; the fat are getting fatter. Americans’ have waistlines that are too big and retirement accounts that are not big enough. The amount of information, both factual and misleading, is overwhelming. The good news – the fix is the ... Read more

$10.69 USD or Free with Kobo Plus

The Fit Financial Approach features information and direction on how to improve one’s life in two of the most important areas: health and wealth.The fit are getting fitter; the fat are getting fatter. Americans’ have waistlines that are too big and retirement accounts that are not big enough. The amount of information, both factual and misleading, is overwhelming. The good news – the fix is the
... Read more
Your Expert Team

A Team-Based Approach to Advanced Financial Planning

by Paul Carroll, CFP, Bernard Abercrombie, CPA, Jay Knighton II, JD ...

"Your Expert Team" is a valuable guide for affluent individuals, families, and business owners in need of advanced financial planning. By utilizing a combination of different perspectives and expertise, "Your Expert Team" shows how a team-based approach to advanced financial planning can increase your overall financial health. ... Read more

$2.99 USD or Free with Kobo Plus

"Your Expert Team" is a valuable guide for affluent individuals, families, and business owners in need of advanced financial planning. By utilizing a combination of different perspectives and expertise, "Your Expert Team" shows how a team-based approach to advanced financial planning can increase your overall financial health.
... Read more
More Wealth, Less Taxes

Practical, Time-Tested Strategies to Keep More of What Your Earn and Build Tax Efficient Wealth for the Future

by Lance Belline, CFP ...

With unique and proven strategies for wealth accumulation, More Wealth, Less Taxes is designed for individuals seeking ways to pay lower taxes during their lifetime—especially during retirement.As a veteran in the financial services industry, Lance Belline knows how essential it is to save strategically and understand how the tax code works. More Wealth, Less Taxes is his guide for anyone who ... Read more

$10.69 USD or Free with Kobo Plus

With unique and proven strategies for wealth accumulation, More Wealth, Less Taxes is designed for individuals seeking ways to pay lower taxes during their lifetime—especially during retirement.As a veteran in the financial services industry, Lance Belline knows how essential it is to save strategically and understand how the tax code works. More Wealth, Less Taxes is his guide for anyone who
... Read more
Next Gen Dollars and Sense

by Joel Garris, J.D., CFP, CFF ...

Money is one of the most influential forces in our lives, bringing security, freedom, and happiness but also triggering stress, anxiety, and fear. Managing your finances can be daunting and highly emotional, so learning about and making SENSE of life's decisions involving your DOLLARS is essential. This book provides valuable tools and strategies to know and apply to ultimately achieve financial ... Read more

$4.99 USD or Free with Kobo Plus

Money is one of the most influential forces in our lives, bringing security, freedom, and happiness but also triggering stress, anxiety, and fear. Managing your finances can be daunting and highly emotional, so learning about and making SENSE of life's decisions involving your DOLLARS is essential. This book provides valuable tools and strategies to know and apply to ultimately achieve financial
... Read more
Grow Your Dough

Smart Money Tips Teens

by Jason D Kirk CFP ...

Money is a powerful tool—it can open doors, create opportunities, and help you achieve your dreams. But managing money wisely is a skill that is best learned early on in order to build smart financial habits for life. Grow Your Dough helps empower teens with financial literacy that can help them now and into the future. The book uses fun and interesting situations to explain the fundamentals of ... Read more

$7.99 USD or Free with Kobo Plus

Money is a powerful tool—it can open doors, create opportunities, and help you achieve your dreams. But managing money wisely is a skill that is best learned early on in order to build smart financial habits for life. Grow Your Dough helps empower teens with financial literacy that can help them now and into the future. The book uses fun and interesting situations to explain the fundamentals of
... Read more
Unlocking Massive Value

18 Mistakes That Cost Financial Planners Millions When (Not If) They Have a Liquidity Event

by Matthew Jarvis, CFP ...

When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP®, and Matthew Jarvis, CFP®, reveal how they transformed their 7-figure practices into 8-figure liquidity events while ... Read more

$8.69 USD

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When the dust settles, there will be two kinds of financial advisors: those who leveraged their business into multi-generational wealth, and those who spend the rest of their careers wishing they had.In Unlocking Massive Value, renowned financial advisors Micah Shilanski, CFP®, and Matthew Jarvis, CFP®, reveal how they transformed their 7-figure practices into 8-figure liquidity events while
... Read more

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Top Series in United States

Financial Security

Become the Banker

A Good Financial Advisor Will Tell You...

The Money of Love

The Childfree Guide to Life and Money

Investing in U.S. Financial History

The Runway Decade

IRAs, 401(k)s & Other Retirement Plans

Fit Financial Approach

Your Expert Team

More Wealth, Less Taxes

Next Gen Dollars and Sense

Grow Your Dough

Unlocking Massive Value

eReaders

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Your Shopping Cart is empty

Available:

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Top Series in United States

Financial Security

Become the Banker

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