Reference Library

“Let Us Buy You a Book (or Two)”

During our meetings with clients, we often find ourselves digging into complex topics that require more than an hour or two to discuss. In those situations, we typically recommend a book that we think would be helpful for understanding that subject.

If we suggest a book to you, it’s okay to ask if we have a spare copy of it.   Or if you come across a book related to personal finances or economics that you’d like to read, send us an email and see if we have a copy of it. There’s a good chance we do, in which case we would be happy to give it to you or loan it to you.

And if you’re just looking for a good book that will help your financial planning strategies, here are a few we recommend. If one of them catches your fancy, feel free to send us an email to see if we have a copy we can spare.

The Making of Behavioral Economics

Misbehaving

The Making of Behavioral Economics

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This book provides concise, straightforward, and easy to read information about the major components of estate planning.

Estate Planning Basics

This book provides concise, straightforward, and easy to read information about the major components of estate planning

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Taxes Beginners Guide To Understanding Taxes And Why We Pay Them

Taxes

Taxes Beginners Guide To Understanding Taxes And Why We Pay Them

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A Friendship That Changed Our Minds

The Undoing Project

A Friendship That Changed Our Minds

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The Spider Network: The Wild Story of a Math Genius, a Gang of Backstabbing Bankers, and One of the Greatest Scams in Financial History
https://www.amazon.com/Spider-Network-Backstabbing-Greatest-Financial-ebook/dp/B01HM24IRY/ref=zg_bsnr_3_20?_encoding=UTF8&psc=1&refRID=FKHCARW2BK27Y8E3XVXY

The Spider Network

The Wild Story of a Math Genius, a Gang of Backstabbing Bankers, and One of the Greatest Scams in Financial …

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