Reading

READING RECOMMENDATIONS

In an effort to help educate our clientele, we offer the following publications to aid in making valued decisions about your wealth and financial legacy.

Bradley, Susan, CFP®. Sudden Money: Managing a Financial Windfall. New York: John Wiley & Sons, Inc., 2000.

Hughes, James E. Jr. Family Wealth: Keeping It in the Family. New York: Bloomberg Press, 2004.

Hughes Jr., James E. Family: The Compact Among Generations. New York: Bloomberg Press, 2007.

Jacobson, Edward A. Appreciative Moments: Stories and Practices for Living and Working Appreciatively. New York: Tenacity Press, 2008.

Kinder, George. The Seven Stages of Money Maturity. New York: Delacorte Press, 1999.

Kinder, George. Life Planning for You: How to Design and Deliver the Life of Your Dreams. New York: 2014.

Kolbe, Kathy. Conative Connection: Uncovering the Link Between Who You Are and How Your Perform. 1997.