If you are facing financial hardship during this time, our plans can help. See our new pricing specials to help plan for financial uncertainties.

Archive for the Books Category

Book Review: 7 Money Rules for Life

Categories: Books

The Great Recession that started in 2007 has thrown millions of families into financial disarray.  I have been looking for a timely book to recommend to people to provide the tools, motivation, learning, change and inspiration people need.  The wait is over. Mary Hunt, one of the top 3 greatest personal finance writers of our… Read More »

Best Investment Book Recommendations

Categories: Books, Invest

I stumbled upon this blog article about the Best Investment Book Recommendations. These books look to be great reads for those who want to be engaged in the investment process, whether doing it themselves or having a professional help them. Financial planning is more of a partnership today, with clients becoming more educated about financial matters…. Read More »

Feeling versus Spending

Categories: Books, Budget

A good friend of mine suggested that I read or recommend the book “When Spending Takes the Place of Feeling,” by Karen O’Connor, she updated it “A Woman’s Place is in the Mall . . . And Other Lies” from Harvest House Publishers. For various reasons this friend of mine had a lot of emotional issues to… Read More »

Book Review: Living Large…

Categories: Books

Clark Howard’s book of 250+ suggestions of Living Large in Lean times is getting pretty good reviews. Visit back for a complete review.