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My Favorite Financial Planning Books

 Financial education is a lifelong pursuit. Although the Internet has a wealth of information available, it sometimes helps to do a deep dive on a particular topic. Building a collection of a few key books and reference guides will let you boost your knowledge in a key financial planning area, quickly and easily.

Here is a set of books that I often recommend to clients, based on their areas of interest:

This is the Year I Put My Financial Life in Order by John Schwartz

This best-seller by a New York Times columnist details all of the knowledge he picked up as he took hold of his financial future. I’m proud to say that the Garrett Planning Network (GPN) played a very helpful role in his journey.

Just Give Me the Answers by Sheryl Garrett, CFP®

Speaking of GPN, Sheryl has written the definitive guide on almost every conceivable topic you’ll encounter in financial planning.

Get What’s Yours: The Secrets to Maxing Out Social Security by Laurence Kotlikoff

Too many people leave too much money on the table when it comes time to decide how and when to collect Social Security. This book is a must-read if you are approaching your 60’s.

The Financially Smart Divorce by J.A. Licciardello, CDFA

Divorce can eb one of the most emotionally trying experiences of your life. Coming through the process with your spirit intact—and your financial future protected—are the major areas of focus for this book.

Values-Based Estate Planning by Scott Fithian

This book is written for financial advisors, not consumers. Yet it delves into areas that you’ll need more professional advice. But it helps frame your key legacy planning choices before you embark on the process.

Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement by Wade Pfau

Wade is a sort of guru for financial advisors, with deep insights on a range of topics. Here, he helps shed light on one of the most under-utilized resources in all of retirement planning. Reverse mortgages were once the province of shady operators, by tighter regulations have helped turn this option into a very savvy one, which I discuss in greater depth here.