Most helpful positive review
222 of 229 people found the following review helpful
CPA or not, this is THE financial book for couples
on November 26, 2001
I enjoy reading books on retirement planning and asset management. My ex-wife did not. I like to pay the bills, live by a budget, and do the household bookkeeping. She did not. I never got my Ex to read this book, though I tried. However, I still believe that this book is a great straightforward resource if you want to learn about saving and investing, building a nest egg for retirement, and having the financial independence to realize dreams, AS A COUPLE. I found this book very easy-to-read and informative, and planned to use it often for future reference. As a CPA and Certified Financial Planner, I am accustomed to reading finance books and articles that are loaded with technical jargon. However, David Bach presents this information in a much more refreshing manner, and in a way that is easy for those unfamiliar with financial terminology, to understand. It gives you a wealth of information about 401(k)s, life insurance, trusts, wills, mutual funds, DRIPs, and much more. Most importantly, Smart Couples Finish Rich emphasizes personal financial planning and management as practically a lifestyle, not just an exercise or process. It shows you how to determine, as individuals and as a couple, what values you hold dear and how your view of money, investing, consumption, etc., should be aligned with your values. It really helps the reader to see that everything that one does in his or her life is a reflection of their values, including how one plans and manages his/her financial future. I highly recommend this book to those couples who are looking for an effective tool to learn more about personal finance and how to provide for their rich future together.
Ironically, my ex-wife refused to give me my book when we were going our separate ways. I guess I will purchase a new one, since I now have someone I can actually share it with.