Books We Like
The Choices of Wealth Series: 100 Ways to Experience a Richer Life
By Stacy Austin Reinhart, Emerson Investment Management
Summary: At Emerson we believe that rich experiences add to the quality of life. Whether you chose to go hot air ballooning, or donate your time to causes that you feel passionately about, being in a financial position to make those choices is very satisfying. And, choosing wisely makes our lives richer. This collection of 100 thoughts will help you daydream, plan or accomplish 100 ways to make your life richer.
The Investment Answer: 5 key decisions every investor needs to make
By Gordon Murray & Dan Goldie
Summary: Jargon-free and written for all investors—experienced, beginner, and everyone in between—The Investment Advisor distills the process into just five decisions—five straightforward choices that can lead to safe and sound ways to manage your money. The book is a valuable primer which can be read and understood in one sitting, and has advice that benefits you, not Wall Street and the rest of the traditional financial services industry.
Clutch: Why some people excel under pressure and others don't
By Paul Sullivan
Summary: Athletes regularly face win-or-lose situations, but so do business leaders, soldiers, litigators, even average people making crucial decisions about their lives. What usually happens? Most people crumble under extreme pressure. But a few not only succeed but thrive under the pressure. These people are clutch. Can the rest of us learn to be like them? Drawing on new research and interviews with stars across a range of fields, Sullivan uncovers the shared traits that define clutch performers and explains how anyone can apply these lessons to become great under pressure.
Estate Planning Smarts: A Practical, User-Friendly, Action-Oriented Guide
By Deborah Jacobs
Summary: Written for people who don’t want to leave their finances to chance, Estate Planning Smarts can help educate you before seeing financial advisers, during the estate planning process and later as your life circumstances change. An annotated Table of Contents, phrased in terms of personal or financial goals, doubles as a checklist.
Women and Money: A Practical Guide to Estate Planning
By Patricia Annino
Summary: Too often, women ignore the state of their financial affairs and/or depend on others in their lives to keep them in order. It is only too late that they (or their dependents) realize the significance of having their affairs in order not only in case of untimely death, but with increasing life spans and advances in medical care, in case of incapacity from illness or dementia. Annino, with 20 plus years of experience in estate planning, offers a book that explains, step by step and across many different living situations, why being prepared is necessary and how to determine your specific wants and needs in order to plan appropriately.
The Number: A Completely Different Way to Think About the Rest of Your Life
By Lee Eisenberg
Summary: The often avoided, anxiety-riddled discussion about financial planning for a secure and fulfilling future has been given a new starting point in The Number: A Completely Different Way to Think About the Rest of Your Lifeby Lee Eisenberg. “The Number” represents the amount of money and resources people will need to enjoy the activelife they desire, especially post-career. Backed by imaginative and visionary advice, Eisenberg urges people to assume control and responsibility for their standard of living, and to sufficiently enable their enduring aspirations for years to come. He sorts through the fancy jargon and translates the Number into commonsense advice that resonates just as easily with the aging gods and goddesses of corporate boardrooms as it does with ordinary people who are beginning to realize that retirement is now just a couple of decades away. Believing that the Number is as much about self-worth as it is net worth, Eisenberg strives to help readers better understand and more efficiently manage all aspects of their life, money, and pursuit of happiness.
The Wall Street Journal. Complete Retirement Guidebook: How to Plan It, Live It and Enjoy It
By Glen Ruffenach & Kellp Greene
Summary: As you think about retirement, you’ve got facts to face, planning to do, decisions to make and numbers to crunch. With the experts at The Wall Street Journal to guide you, you’ll learn how to tailor a financial plan for the lifestyle you want.
- Answers your biggest question—How big does my nest egg need to be?—by linking it to your particular hopes for how you want to spend your days in retirement
- Shows how to translate your dreams and interests into daily activities, whether traveling, opening a business, volunteering or going back to school
- Provides a timeline for decisions to make and steps to take ten years, five years and one year before you retire
- Offers tips on investing wisely and working with the right financial adviser
- Tells you how to maximize your benefits from Social Security and Medicare
- Guides you through the intricacies of 401(k)s, IRAs, annuities and other financial tools and resources
Retire Retirement: Career Strategies for the Boomer Generation
By Tammy Erickson
Summary: Good news: there is no need to retire. There is no need to pack up your desk or attend one more retirement party. Why? With the widen gap between the number of workers and demand for talent, employers are looking to keep smart, productive workers in the workplace. The growing talent shortage will allow you to re-negotiate your relationship with work.
The question is how will you make the most of your new career options. By retreating from traditional 9-5 work, or by exploring unconventional ways to stay a part of the workplace? The choice is yours, and Retire Retirement shows you how to think about what you want, and how to get it. In this conversational, optimistic book, you will learn how to negotiate the best work environment for you, how to work with different generations to get the most out of your job, and explore the great opportunities that lie ahead.
This book will help you begin today to create the opportunities that fit your unique needs now and in the years to come!
Standard & Poors Guide to Money & Investing
By Virginia B. Morris & Kenneth Morris
Summary: First in a new series based on information from Standard & Poor’s—the leading financial information organization—Standard & Poor’s Guide to Money & Investing demystifies the world of stocks, bonds, mutual funds, futures, and options, empowering you to make informed investment decisions, measure your performance, and evaluate the risks and rewards. Completely up-to-date to reflect significant changes in investing due to new technologies and the Internet, this concise, easy-to-read guide explains how to understand the markets, evaluate companies, and spot trends to invest for success. Also covered are forces driving the economy and the roles of institutions from the Federal Reserve to multinational banks to the stock exchanges.