Michael Boone Book Recommendations
Recommended by a us and a major CFP Association
Bionomics: Economy as Ecosystem A great book that could revolutionize our way of thinking about the economy. Not a new idea conceptually, but Rothschild does a superb job of telling stories and communicating his ideas.- mwb
Making a Life, Not Just a Living We all need to remember that our priorities will determine our outcome. Not finance but maybe a lot more important.-mwb
Money and You: A Woman’s Financial Guide
by Holly Nicholson, CFP
90% of women will be on their own financially at some point in their lives.
True-life stories help teach women how to make wise financial decisions, avoid
investment pitfalls and recover from mistakes they've already made.
Stocks for the Long Run: The Definitive Guide to Financial Market Returns
and Long-Term Investment Strategies
by Jeremy J. Siegel
Siegel’s book is a comprehensive and highly readable history of the stock
market that dramatically makes the case for long-term investing in stocks.
Taking Care of Arrangements: Practicalities After a Loved One Dies
by June B. Sayer, CFP, EA
A series of useful checklists and guidelines for clients who have a dying or
dead family member. Covers immediate steps after death, funeral arrangements,
probate, taxes, estate planning and Social Security.
The Complete Idiot’s Guide to 401(K) Plans
by Wayne G. Bogosian and Dee Lee
A primer for employees about the ins and outs of 401(k) plans—how much to
contribute, how to diversify, tax information, when and how to borrow,
changing jobs, and much more. Features model portfolios for various stages of
life.
The Nine Steps to Financial Freedom
by Suze Orman
A book planners like to give to their clients. Covers the ingredients to
financial success—confronting our beliefs and fears, learning the nuts and
bolts of savvy management, and finding the spiritual trust that leads to
abundance.
The Right Way to Hire Financial Help; A Complete Guide to Choosing and
Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax preparers
by Charles Jaffe
This nationally syndicated columnist urges readers to work with professional
financial advisors, and offers advice on how to find, select and hire
qualified people.
The Wealthy Barber: Everyone’s Commonsense Guide to Becoming Financially
Independent
by David Chilton
This humorous best-selling financial planning book has been updated to reflect
the very latest tax laws. It’s the story of a fictional barber who dispenses
timeless, homespun advice that will help anyone get rich—slowly but surely. A
recommend for clients.
The Women’s Estate Planning Guide: Techniques for Protecting Yourself and
Your Family
by Zoe M. Hicks
The book covers the gamut of unique issues women face when planning their
estates. Includes such topics as planning for second marriages, giving to
charity, planning for retirement, handling the needs of children and aging
parents.