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.