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Personal Finance

Recommended Reading: Simplify & Empower Your Financial Life

Published September 2, 2016

Three recently published books aim to simplify and empower your financial life.  Each one is chock full of useful and actionable advice, and grounded in down-to-earth wisdom.  

In addition, each author steers clear of beating the market advice in favor of a very personal, comprehensive, and holistic approach to achieving “true wealth.” 

Individually, each book is a standout and will point the way to an enlightened approach to mastering personal finance.  Together, these books will revolutionize the way you think about your money.  The message they share is that your financial future should be built on a clear understanding of your values and priorities.

How to Create Order out of Chaos with Your Financial Records

Published August 2, 2016

It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you are not forced to scramble in those critical circumstances. The chances of making costly errors are too great not to take some very simple, albeit essential, measures to get and stay organized all year long. Today you can begin a system of document disposition which will simplify your financial life for you and your family. It starts with knowing what you need to keep, for how long, and where to keep them – beginning with the most disposable:

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