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A Good Financial Advisor Will Tell You...

Everything You Need To Know About Retirement, Generating Lifetime Income And Planning Your Legacy

by Jeremy A. Kisner, CFP, Robert J. Luna, CIMA ...

Let’s start with what this book is not. This book is not an “introduction to investing” book. Millions of those are out there, and they typically put people to sleep. Therefore, this book is not going to explain: What is a stock? What is a mutual fund? How do you create a family budget? Yada, yada, yada. This book was written for the millions of people who could be called the “mass affluent”—those ... Read more

$9.61 CAD or Free with Kobo Plus

Let’s start with what this book is not. This book is not an “introduction to investing” book. Millions of those are out there, and they typically put people to sleep. Therefore, this book is not going to explain: What is a stock? What is a mutual fund? How do you create a family budget? Yada, yada, yada. This book was written for the millions of people who could be called the “mass affluent”—those
... Read more
Investing in U.S. Financial History

Understanding the Past to Forecast the Future

by Mark J. Higgins, CFA, CFP® ...

Investors who ignore the past are lost in the present and blind to the future.Most people rely only on their life experience to make investment decisions. This causes them to overlook cyclical forces that repeatedly reshape economies and markets. Investing in U.S. Financial History fills this void by recounting the comprehensive financial history of the United States of America. It begins with ... Read more

$10.99 CAD or Free with Kobo Plus

Investors who ignore the past are lost in the present and blind to the future.Most people rely only on their life experience to make investment decisions. This causes them to overlook cyclical forces that repeatedly reshape economies and markets. Investing in U.S. Financial History fills this void by recounting the comprehensive financial history of the United States of America. It begins with
... Read more
The Childfree Guide to Life and Money

Make Your Finances Simple So Your Life Without Kids Can Be Amazing

by Jay Zigmont PhD, MBA, CFP® ...

An essential and comprehensive personal finance and money management guide for Childfree and Permanently Childless people.Design the life you want, then create the right financial plan to get you there.Financial planning looks vastly different for DINKs (dual-income, no kids) and SINKs (single-income, no kids). But nearly all the advice out there assumes you have children or will have them someday ... Read more

$19.99 CAD

Also available as: Audiobook

An essential and comprehensive personal finance and money management guide for Childfree and Permanently Childless people.Design the life you want, then create the right financial plan to get you there.Financial planning looks vastly different for DINKs (dual-income, no kids) and SINKs (single-income, no kids). But nearly all the advice out there assumes you have children or will have them someday
... Read more

Also available as: Audiobook
The Success Tax Shuffle

by William Green, CFP, FMA, FDS, CIM ...

There are only two things in life that are certain, Death and Taxes. While each of these is bad enough on its own, when combined it's a double whammy. Just at a time when your family is likely at its most vulnerable, and possibly in need of emotional and financial support, they could be dealing with the government and paying the biggest tax bill they will ever see.The Success Tax that I am ... Read more

$4.99 CAD or Free with Kobo Plus

There are only two things in life that are certain, Death and Taxes. While each of these is bad enough on its own, when combined it's a double whammy. Just at a time when your family is likely at its most vulnerable, and possibly in need of emotional and financial support, they could be dealing with the government and paying the biggest tax bill they will ever see.The Success Tax that I am
... Read more
The Money of Love

Is the Root of All Finances

by Marshall D. Gunn, Jr. CPA/PFS, CFP ...

If you want to get to know the truth about someone, just take a look in their checkbook. Wherever their love is, that is where their money is going. From the novice to the sophisticated planner or investor there are tips, techniques and methods to improve the financial lives of those you love. ... Read more

$13.73 CAD or Free with Kobo Plus

If you want to get to know the truth about someone, just take a look in their checkbook. Wherever their love is, that is where their money is going. From the novice to the sophisticated planner or investor there are tips, techniques and methods to improve the financial lives of those you love.
... Read more
7 Steps to a Better Portfolio

by Edward James Goodfellow, CFA CPA CA CFP ...

WE ARE ALL LOOKING FOR AN ANSWER. Lose weight, be happier, get a promotion at work, become a better parent, get the most out of life. We are all seeking a solution or direction, on how to make something better. Investing is no different. To some, investing solutions may be about timing markets, picking stocks, or finding the next Apple or Warren Buffett. 7 Steps takes a different approach and ... Read more

$14.99 CAD

WE ARE ALL LOOKING FOR AN ANSWER. Lose weight, be happier, get a promotion at work, become a better parent, get the most out of life. We are all seeking a solution or direction, on how to make something better. Investing is no different. To some, investing solutions may be about timing markets, picking stocks, or finding the next Apple or Warren Buffett. 7 Steps takes a different approach and
... Read more
Now What?

A Practical Guide to Figuring Out Your Financial Future

by Brian M. Ursu, CFP ...

Real-Life Financial Advice for Your Fiscal FutureSo you’ve finished school and found your first well-paid job. Congratulations! Now don’t squander it! With real money flowing into your account for the first time, it’s easy to embrace those new preapproved credit cards or to buy that new car you’ve been dreaming about. But without a solid understanding of your financial future, you risk losing ... Read more

$10.99 CAD or Free with Kobo Plus

Real-Life Financial Advice for Your Fiscal FutureSo you’ve finished school and found your first well-paid job. Congratulations! Now don’t squander it! With real money flowing into your account for the first time, it’s easy to embrace those new preapproved credit cards or to buy that new car you’ve been dreaming about. But without a solid understanding of your financial future, you risk losing
... Read more
IRAs, 401(k)s & Other Retirement Plans

Strategies for Taking Your Money Out

by Twila Slesnick, PhD, Enrolled Agent, Tracy Shea, CFP® ...

Save your nest egg from the IRSAbout to retire? Over 73 and facing mandatory withdrawal rules? Just inherited money from a retirement plan?Whether you have an IRA, Roth IRA, 401(k), Keogh or other retirement plan, this book will help you make sense of the rules for taking your money out. Even more important, it will show you how to avoid the stiff taxes and penalties that lurk in the fine print. ... Read more

$37.99 CAD or Free with Kobo Plus

Save your nest egg from the IRSAbout to retire? Over 73 and facing mandatory withdrawal rules? Just inherited money from a retirement plan?Whether you have an IRA, Roth IRA, 401(k), Keogh or other retirement plan, this book will help you make sense of the rules for taking your money out. Even more important, it will show you how to avoid the stiff taxes and penalties that lurk in the fine print.
... Read more
Victory Lap Retirement, Second Edition

Work While You Play, Play While You Work

by Michael Drak, Rob Morrison, CFP, Jonathan Chevreau ...

The key to a happy retirement may be . . . not retiring. Work because you want to, not because you have to, to achieve balance, health, and purpose in your life after full-time employment.The rules of retirement have changed and there’s more at risk than ever. People are living longer and have to finance as many years in retirement as they had in their entire working career. So what will thirty or ... Read more

$15.99 CAD

The key to a happy retirement may be . . . not retiring. Work because you want to, not because you have to, to achieve balance, health, and purpose in your life after full-time employment.The rules of retirement have changed and there’s more at risk than ever. People are living longer and have to finance as many years in retirement as they had in their entire working career. So what will thirty or
... Read more
Fit Financial Approach

The Candid Truth About Being Fit in Both Health & Wealth

by Mike Broker, CFP®, CPT ...

The Fit Financial Approach features information and direction on how to improve one’s life in two of the most important areas: health and wealth.The fit are getting fitter; the fat are getting fatter. Americans’ have waistlines that are too big and retirement accounts that are not big enough. The amount of information, both factual and misleading, is overwhelming. The good news – the fix is the ... Read more

$13.99 CAD or Free with Kobo Plus

The Fit Financial Approach features information and direction on how to improve one’s life in two of the most important areas: health and wealth.The fit are getting fitter; the fat are getting fatter. Americans’ have waistlines that are too big and retirement accounts that are not big enough. The amount of information, both factual and misleading, is overwhelming. The good news – the fix is the
... Read more
My Mother's Money

A Guide to Financial Caregiving

by Beth Pinsker CFP® ...

A comprehensive, compassionate guide for navigating end-of-life financial decisions for an aging parent or other loved one—from an award-winning journalist who is also a Certified Financial PlannerHave you just gotten the dreaded phone call—a parent or loved one has taken a turn for the worse and suddenly the burden is on you to manage their affairs? Or are you simply hoping to navigate complex ... Read more

$14.99 CAD

Also available as: Audiobook

A comprehensive, compassionate guide for navigating end-of-life financial decisions for an aging parent or other loved one—from an award-winning journalist who is also a Certified Financial PlannerHave you just gotten the dreaded phone call—a parent or loved one has taken a turn for the worse and suddenly the burden is on you to manage their affairs? Or are you simply hoping to navigate complex
... Read more

Also available as: Audiobook
Life at the Lakes

Stories to Improve Financial Wellness

by Rod Rieu, CFP FCSI ...

After two divorces (and the financial ramifications they entail) Calvin Bennett just wants to be free. As a wealth management executive, he is well equipped to steer himself back to financial stability but quickly comes to realize that he is not the only one struggling. Many of the people in the Lakes, his townhouse complex, are in similar situations. As Calvin helps his neighbours, he learns more ... Read more

$3.99 CAD

After two divorces (and the financial ramifications they entail) Calvin Bennett just wants to be free. As a wealth management executive, he is well equipped to steer himself back to financial stability but quickly comes to realize that he is not the only one struggling. Many of the people in the Lakes, his townhouse complex, are in similar situations. As Calvin helps his neighbours, he learns more
... Read more

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Top Series in Canada

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Financial Security

Become the Banker

A Good Financial Advisor Will Tell You...

Investing in U.S. Financial History

The Childfree Guide to Life and Money

The Success Tax Shuffle

The Money of Love

7 Steps to a Better Portfolio

Now What?

IRAs, 401(k)s & Other Retirement Plans

Victory Lap Retirement, Second Edition

Fit Financial Approach

My Mother's Money

Life at the Lakes

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Top Series in Canada

Wiley Finance

Financial Security

Become the Banker

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