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A list of Personal Finance reading materials that I bumped into lately and I can say worth your reading time:
Blog: Personal Finance USA by Bob Schumann
Book: Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction
Managing your own financial affairs can be a complicated and perilous business, fraught with emotion, the pull between desire for money and fear of losing it, and the danger of making bad choices. But who wants to turn over their future-not to mention their funds-to commissioned brokers with hidden agendas and undisclosed conflicts of interest? Let Bert Whitehead, a top fee-only personal financial advisor, show you how to build a strong financial foundation. His behavioral-based concepts, adopted by hundreds of financial advisors and tested and confirmed by thousands of real-life, satisfied clients, make planning easy. By identifying different approaches to money and understanding your specific personality type, you can avoid the common pitfalls of investment and develop a smart system of effective money management that will work for you.
Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction sets the road to financial freedom, enabling you to:
About the Author
BERT WHITEHEAD, MBA, J D, has been named one of the "Best 60 Financial Advisors in America" by Worth magazine every year since 1994. Mr. Whitehead, a fee-only personal financial advisor since 1972, is a pioneer member of the National Association of Personal Finance Advisors, the foremost organization in America for fee-only fiduciary advisors, and founder of the Alliance of Cambridge Advisors, a growing group of financial counselors who share his belief in unbiased, independent financial advice and consumer advocacy. He has trained and licensed more than one hundred independent financial-planning practitioners in sixty cities. An outspoken critic of the abuses of the corporate financial industry, he has appeared frequently on television and radio programs, and his pithy, Insightful advice is often quoted in leading publications such as The Wall Street Journal, The New York Times, Kiplinger's, Newsweek, and Consumer Reports. Mr. Whitehead is the host of the PBS special, Why Smart People Do Stupid Things with Money.
Sterling Publishing Co., Inc. New York
Book: Deduct It! Deduct It! For Tax Year 2008
Deduct It! Deduct It! is updated each year to document your non-cash charitable donations for use on your individual tax return (Form 1040 Schedule A). Fair Market Values are researched across the country in used clothing stores, thrift shops, online, and other methods. Our program meets all IRS regulations and is designed for you to document your donations as you're boxing them up. All you may need is a caculator at year-end to add up your tax savings!
Book:Deduct It! Deduct It! For Tax Year 2009
Deduct It! Deduct It! is updated each year to document your non-cash charitable donations for use on your individual tax return (Form 1040 Schedule A). Fair Market Values are researched within the prior three months of the publication date across the country in used clothing stores, thrift shops, online, and other methods. Our program meets all IRS regulations and is designed for you to document your donations as you're boxing them up. In this 2009 edition, you will find a new 'verification' process for your charitable donations. All you may need is a caculator at year-end to add up your tax savings!
Book: Facing Financial Dysfunction: 2nd Edition
Becoming fiscally fit is at least as difficult as becoming physically fit. We have to actually change our behavior, and few of us want to. In Facing Financial Dysfunction, Bert offers profound guidance with simple concepts in understandable language. He helps us examine and change our belief systems, our behavior, and our capacity to accumulate wealth. He is a master teacher, and in this authoritative book he offers the best of what he knows. Read it and prosper.
Book: Facing Financial Dysfunction: Why Smart People Do Stupid Things with Money
It is not hard to recognize some of the most common symptoms of financial dysfunction. Sometimes the symptoms are easy to identify, and sometimes you need to look deeper. Unlike in medicine, when a financially dysfunctional person learns to treat the symptoms, more often than not, the dysfunction will eventually go away.
Here are seven symptoms I see most often in my planning sessions:
1. Mortgage Aversion
2. Inappropriate Risk Reactions
3. Compulsive Spending or Excessive Debt
4. Poverty Mentality
5. Miser Mentality
6. Acute Financial Paranoia
7. Windfall Woes
Why Smart People Do Stupid Things with Money (2007) - DVD
This release is a holistic approach to financial planning that allows you to understand the financial mistakes you're making that are keeping you from accomplishing your economic goals. Bert Whitehead, M.B.A., J.D., selected by Worth Magazine as one of the top 100 wealthy advisors in the country, provides over 40 fin
More fromfrom Online Personal Finance...
Blog: Personal Finance USA by Bob Schumann
Book: Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction
Managing your own financial affairs can be a complicated and perilous business, fraught with emotion, the pull between desire for money and fear of losing it, and the danger of making bad choices. But who wants to turn over their future-not to mention their funds-to commissioned brokers with hidden agendas and undisclosed conflicts of interest? Let Bert Whitehead, a top fee-only personal financial advisor, show you how to build a strong financial foundation. His behavioral-based concepts, adopted by hundreds of financial advisors and tested and confirmed by thousands of real-life, satisfied clients, make planning easy. By identifying different approaches to money and understanding your specific personality type, you can avoid the common pitfalls of investment and develop a smart system of effective money management that will work for you.
Why Smart People Do Stupid Things with Money: Overcoming Financial Dysfunction sets the road to financial freedom, enabling you to:
- Analyze your own financial personality, strengths, and weaknesses
- Benchmark where you stand in your financial life cycle
- Discover how to avoid the most common mistakes of money management
- Find out about five fundamentals of fiscal fitness: saving enough, having sufficient liquidity, fully funding pensions, buying the right-sized house, and paying off consumer debt
- Learn how to structure your portfolio using the three categories of functional asset allocation: interest earning assets, real estate, and equities
- Differentiate between large-cap, small-cap, and international stocks
- Determine how much debt is too much.
About the Author
BERT WHITEHEAD, MBA, J D, has been named one of the "Best 60 Financial Advisors in America" by Worth magazine every year since 1994. Mr. Whitehead, a fee-only personal financial advisor since 1972, is a pioneer member of the National Association of Personal Finance Advisors, the foremost organization in America for fee-only fiduciary advisors, and founder of the Alliance of Cambridge Advisors, a growing group of financial counselors who share his belief in unbiased, independent financial advice and consumer advocacy. He has trained and licensed more than one hundred independent financial-planning practitioners in sixty cities. An outspoken critic of the abuses of the corporate financial industry, he has appeared frequently on television and radio programs, and his pithy, Insightful advice is often quoted in leading publications such as The Wall Street Journal, The New York Times, Kiplinger's, Newsweek, and Consumer Reports. Mr. Whitehead is the host of the PBS special, Why Smart People Do Stupid Things with Money.
Sterling Publishing Co., Inc. New York
Book: Deduct It! Deduct It! For Tax Year 2008
Deduct It! Deduct It! is updated each year to document your non-cash charitable donations for use on your individual tax return (Form 1040 Schedule A). Fair Market Values are researched across the country in used clothing stores, thrift shops, online, and other methods. Our program meets all IRS regulations and is designed for you to document your donations as you're boxing them up. All you may need is a caculator at year-end to add up your tax savings!Book:Deduct It! Deduct It! For Tax Year 2009
Deduct It! Deduct It! is updated each year to document your non-cash charitable donations for use on your individual tax return (Form 1040 Schedule A). Fair Market Values are researched within the prior three months of the publication date across the country in used clothing stores, thrift shops, online, and other methods. Our program meets all IRS regulations and is designed for you to document your donations as you're boxing them up. In this 2009 edition, you will find a new 'verification' process for your charitable donations. All you may need is a caculator at year-end to add up your tax savings! Book: Facing Financial Dysfunction: 2nd Edition
Becoming fiscally fit is at least as difficult as becoming physically fit. We have to actually change our behavior, and few of us want to. In Facing Financial Dysfunction, Bert offers profound guidance with simple concepts in understandable language. He helps us examine and change our belief systems, our behavior, and our capacity to accumulate wealth. He is a master teacher, and in this authoritative book he offers the best of what he knows. Read it and prosper.Book: Facing Financial Dysfunction: Why Smart People Do Stupid Things with Money
It is not hard to recognize some of the most common symptoms of financial dysfunction. Sometimes the symptoms are easy to identify, and sometimes you need to look deeper. Unlike in medicine, when a financially dysfunctional person learns to treat the symptoms, more often than not, the dysfunction will eventually go away.Here are seven symptoms I see most often in my planning sessions:
1. Mortgage Aversion
2. Inappropriate Risk Reactions
3. Compulsive Spending or Excessive Debt
4. Poverty Mentality
5. Miser Mentality
6. Acute Financial Paranoia
7. Windfall Woes
Why Smart People Do Stupid Things with Money (2007) - DVD
This release is a holistic approach to financial planning that allows you to understand the financial mistakes you're making that are keeping you from accomplishing your economic goals. Bert Whitehead, M.B.A., J.D., selected by Worth Magazine as one of the top 100 wealthy advisors in the country, provides over 40 finMore fromfrom Online Personal Finance...
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