Recommended Reading


We always try to be a resource of information for our clients. The viewpoints expressed in the books listed our those solely of the authors. You would most certainly want to consult with your own tax professional, qualified attorney, and/or investment professional before taking action on anything contained in these books. They are interesting reads that will spur your thoughts and provide great information.  Enjoy!


Estate Planning Smarts

Deborah L. Jacobs

Estate Planning SmartsFor good answers and advice, turn to Estate Planning Smarts. Written by Deborah L. Jacobs, a lawyer and journalist, it’s a terrific guide for people who are just beginning to grapple with estate planning, as well as those who have (or think they have) their affairs in order. In addition to covering the usual basic estate planning concepts, it also addresses softer topics clients should consider regarding their estate plans, while also making practical suggestions such as ways to ensure agents have online access to various accounts.


The Alternative Answer: The Nontraditional Investments That Drive the World’s Best-Performing Portfolios

Bob Rice

The Alternative Answer Book

The Alternative Answer by Bob Rice is the first book to explain the new world of alternative investing strategies, showing how to use these new products for inflation-protected income, risk-adjusted growth, and long-term wealth transfer.

The Yale Endowment keeps only 6% of its investments in US stocks, but its portfolio has produced a 100% gain over the past decade. Indeed, the world’s elite investors have long relied on alternative investments to produce their superior returns. Until now those options were the exclusive purview of institutions and the super wealthy, but today any informed investor can play the same game.


Flash Boys

Michael Lewis

Flash Boys book coverFlash Boys is about a small group of Wall Street guys who figure out that the U.S. stock market has been rigged for the benefit of insiders and that, post–financial crisis, the markets have become not more free but less, and more controlled by the big Wall Street banks. Working at different firms, they come to this realization separately; but after they discover one another, the flash boys band together and set out to reform the financial markets. This they do by creating an exchange in which high-frequency trading—source of the most intractable problems—will have no advantage whatsoever.


Live It Up Without Outliving Your Money!

Paul Merriman

Live it Up book coverPaul Merriman distills his four decades of experience helping and watching people manage their money – both before and during retirement – into a sound, time-tested portfolio approach that will fulfill your unique retirement needs.  This educational and motivational guide to retiring without running out of money is filled with real-world stories and practical insights, designed to help you achieve real retirement security.  From determining how much you will need to live on after retirement to recognizing and controlling the expenses of investing, the easy-to-understand strategies outlined in these pages can help you gain, or regain, confidence in your retirement plan.


Just Give Me The Answer$

Sheryl Garrett CFP

Just give me the answers bookIf you want to take a more active role in managing your personal financial affairs, you’re not alone. Millions of people are seeking ways to gain control of their finances and make better money decisions. By combining time tested wealth building principles with verified resources and professional insights, Just Give Me the Answer$ provides practical advice for everyone.


The Black Swan

Nassim Nicholas Taleb

The Black Swan book coverExamines the influence of highly improbable and unpredictable events that have massive impact. Engaging and enlightening, The Black Swan is a book that may change the way you think about the world, a book that Chris Anderson calls, ‘a delightful romp through history, economics, and the frailties of human nature.


The Demographic Cliff: How To Survive and Prosper During the Great Deflation of 2014-2019

Harry S. Dent Jr.

The Demographic Cliff book coverDent explores the implications of his controversial predictions. He offers advice on retirement planning, health care, real estate, education, investing, and business strategies. For instance . . .

  • BUSINESSES should get lean and mean now. Identify segments that you can clearly dominate and sell off or shut down others. If you don’t, the economy will do it for you, more painfully and less profitably.
  • INVESTORS should sell stocks by mid-January 2014 and look to buy them back in 2015 or later at a Dow as low as 5,800.
  • FAMILIES should wait to buy real estate in areas where home prices have gone back to where the bubble started in early 2000.
  • GOVERNMENTS need to stop the endless stimulus that creates more bubbles and kills the middle class, and should assist in restructuring the unprecedented debt bubble of 1983–2008.

Dent shows that if you take the time to understand demographic data, using it to your advantage isn’t all that difficult. By following his suggestions, readers will be able to find the upside to the downturn and learn how to survive and prosper during the most challenging years ahead.


Younger Next Year

Chris Crowley & Harry S. Lodge

Younger Next Year bookDrawing on the latest science of revolutionary biology, Younger Next Year shows men fifty or older how they can become functionally younger every year for the next five to ten years, and continue to live like energetic fifty-year-olds until well into their eighties. The secret? “Harry’s Rules”: deceptively simple, highly motivational rules. Bringing together the doctor behind “Harry’s Rules” (Henry S. Lodge, M.D.) and his seventy-year-old patient (Chris Crowley, the outspoken reporter in the trenches) YOUNGER NEXT YEAR welcomes readers to the next third of life.


Younger Next Year for Women

Chris Crowley & Henry S. Lodge

Younger Next Year for Women bookSmart women don’t grow older. They grow younger. A book of hope, it shows you how to become functionally younger for the next five to ten years, and continue to live thereafter with newfound vitality. How to avoid 70 percent of the normal problems of aging and elminate 50 percent of illness and injury. And how to live brilliantly for the three decades or more after menopause. The key is found in “Harry’s Rules,” a program of exercise, diet, and maintaining emotional connections that will be natural for you, as a woman, to implement. And the results will be amazing.


The Kid’s Money Book

Jamie Kyle McGillian

The Kids Money BookIt’s dollars and sense! Kids are never too young to learn how to create a budget, use their talent to make big bucks, invest their earnings, and donate to charity. They can begin to take stock of their financial fitness with a Money Matters to Me quiz that separates the savers from the squanderers. Then it’s time to start making smart decisions by finding a money mentor, learning from mistakes, and keeping a journal of purchases and longed-for items. There’s advice on understanding the difference between needs and wants, getting the most from an allowance, becoming an entrepreneur, and sharing the wealth. Plus: personal thoughts from real kids on how money affects their lives.


The Millionaire Next Door: The Surprising Secrets of America’s Wealthy

Thomas J. Stanley & William D. Danko

The Millionaire Next Door bookThe bestselling The Millionaire Next Door identifies seven common traits that show up again and again among those who have accumulated wealth. Most of the truly wealthy in this country don’t live in Beverly Hills or on Park Avenue-they live next door. This new edition, the first since 1998, includes a new foreword for the twenty-first century by Dr. Thomas J. Stanley.


Prisoner of Hope: Captivated by the Expectation of Good

David Crone

Prisoner of Hope bookIn Prisoner of Hope David Crone lays out a powerful argument for the importance of choosing hope and living with a confident expectation of the goodness of God. David speaks from life experiences that have challenged the validity of a hopeful existence and reveals the keys to defeating those negative circumstances. Prisoner of Hope is not a book of theory or cold theology, but a breathing epistle of the authentic value of living in expectation. In reading this book you will re-discover your childlike faith and your heart will be freshly tuned to the life giving sound of hope.