So you'd like to...

Be Your Own Financial Advisor

A guide by Penelope (San Diego, CA)

Products sampled from this guide:
I am approaching my 40s and I want to make sure that I am sufficiently prepared for retirement when that time comes, hopefully when I turn 60. I also have a daughter who'll be entering college in a several years. I feel confident that I've made cautious decisions about money, but I'd like to start taking more aggressive financial strategies. Here are some of the books that I've read and that are on my to-read list.

The New Financial Advisor: Strategies for Successful Family Wealth ManagementCha-Ching Wisdom: 123 Practical Universal Truths About Money (A Simple Prescription for Financial Success)Suze Orman: Women and MoneySuze Orman - For the Young, Fabulous & BrokeSuze Orman - The 9 Steps to Financial FreedomSuze Orman - The Laws of Money, The Lessons of LifeErnst & Young's Personal Financial Planning Guide (Ernst and Young's Personal Financial Planning Guide)Ernst & Young's Retirement Planning Guide: Take Care of Your Finances Now...And They'll Take Care of You Later (Ernst and Young's Retirement Planning Guide)Private Wealth Management: The Complete Reference for the Personal Financial PlannerFinancial Planning DemystifiedThe Complete Idiot's Guide to Success as a Personal Financial PlannerThe Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top ProducersThe Motley Fool Investment Workbook (Motley Fool Books)The Motley Fool Personal Finance Workbook: A Foolproof Guide to Organizing Your Cash and Building Wealth (Motley Fool Books)Personal Finance: Turning Money into Wealth (5th Edition)On My Own Two Feet: A Modern Girl's Guide to Personal FinanceThe Complete Personal Finance Handbook: A Step-by-Step Instructions to Take Control of Your Financial Future With Companion CD-ROMThe Wall Street Journal Guide to Understanding Money and InvestingThe Wall Street Journal Guide to Planning Your Financial Future, 3rd EditionThe Under 40 Financial Planning Guide: From Graduation to Your First HousePersonal Financial Planning for DivorceDivorce & Money: How to Make the Best Financial Decisions During DivorceValues-Based Financial Planning : The Art of Creating and Inspiring Financial StrategyYour Wealth Building Years: Financial Planning for 18-To-38 Year OldsMoney and the People You Love: A New Approach to Financial Planning Based on What Matters to You Most

Products mentioned include:
1.  The New Financial Advisor: Strategies for Successful Family Wealth Management  by G. Scott Budge
$34.85 Used & New from: $12.96
4.4 out of 5 stars   (5)
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2.  Cha-Ching Wisdom: 123 Practical Universal Truths About Money (A Simple Prescription for Financial Success)  by David L. Berry
$9.95 Used & New from: $0.01
5.0 out of 5 stars   (5)
Add to cart  Add to wishlist
3.  Suze Orman: Women and Money [NTSC]  DVD ~ Suze Orman
$16.77 Used & New from: $0.64
4.5 out of 5 stars   (12)
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4.  Suze Orman - For the Young, Fabulous & Broke [Color] [Full Screen] [NTSC]  DVD ~ Suze Orman
$13.94 Used & New from: $0.27
4.3 out of 5 stars   (14)
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5.  Suze Orman - The 9 Steps to Financial Freedom [Color] [Full Screen] [NTSC]  DVD ~ Suze Orman
Out of stock
3.9 out of 5 stars   (207)
  Add to wishlist
6.  Suze Orman - The Laws of Money, The Lessons of Life [Color] [Full Screen] [NTSC]  DVD ~ Suze Orman
$15.95 Used & New from: $2.35
4.5 out of 5 stars   (6)
Add to cart  Add to wishlist
7.  Ernst & Young's Personal Financial Planning Guide (Ernst and Young's Personal Financial Planning Guide)  by Martin Nissenbaum
Used & New from: $19.84
4.8 out of 5 stars   (22)
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8.  Ernst & Young's Retirement Planning Guide: Take Care of Your Finances Now...And They'll Take Care of You Later (Ernst and Young's Retirement Planning Guide)  by Glenn M. Pape
Used & New from: $0.01
4.7 out of 5 stars   (3)
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9.  Private Wealth Management: The Complete Reference for the Personal Financial Planner  by G. Victor Hallman
$75.00 Used & New from: $35.41
4.6 out of 5 stars   (8)
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10.  Financial Planning Demystified  by Paul Lim
$17.55 Used & New from: $0.01
4.8 out of 5 stars   (4)
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11.  The Complete Idiot's Guide to Success as a Personal Financial Planner  by John P. Napolitano
Used & New from: $0.26
4.1 out of 5 stars   (14)
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12.  The Million-Dollar Financial Advisor: Powerful Lessons and Proven Strategies from Top Producers  by David J. Mullen Jr.
$22.26 Used & New from: $17.74
4.7 out of 5 stars   (32)
Add to cart  Add to wishlist
13.  The Motley Fool Investment Workbook (Motley Fool Books)  by Thomas Gardner
$13.64 Used & New from: $0.03
4.3 out of 5 stars   (27)
Add to cart  Add to wishlist
14.  The Motley Fool Personal Finance Workbook: A Foolproof Guide to Organizing Your Cash and Building Wealth (Motley Fool Books)  by Thomas Gardner
$14.16 Used & New from: $0.01
4.8 out of 5 stars   (19)
Add to cart  Add to wishlist
15.  Personal Finance: Turning Money into Wealth (5th Edition)  by Arthur J. Keown
Used & New from: $9.99
3.9 out of 5 stars   (8)
  See buying options  Add to wishlist
16.  On My Own Two Feet: A Modern Girl's Guide to Personal Finance  by Manisha Thakor
Used & New from: $0.01
4.6 out of 5 stars   (90)
  See buying options  Add to wishlist
17.  The Complete Personal Finance Handbook: A Step-by-Step Instructions to Take Control of Your Financial Future With Companion CD-ROM  by Teri B. Clark
$15.95 Used & New from: $0.01
4.8 out of 5 stars   (21)
Add to cart  Add to wishlist
18.  The Wall Street Journal Guide to Understanding Money and Investing  by Kenneth M. Morris
Used & New from: $0.01
4.5 out of 5 stars   (87)
  See buying options  Add to wishlist
19.  The Wall Street Journal Guide to Planning Your Financial Future, 3rd Edition  by Kenneth M. Morris
Used & New from: $0.01
4.3 out of 5 stars   (13)
  See buying options  Add to wishlist
20.  The Under 40 Financial Planning Guide: From Graduation to Your First House  by Cornelius P. McCarthy
$19.95 Used & New from: $0.01
5.0 out of 5 stars   (2)
Add to cart  Add to wishlist
21.  Personal Financial Planning for Divorce  by Jeffrey H. Rattiner
$75.00 Used & New from: $0.01
Add to cart  Add to wishlist
22.  Divorce & Money: How to Make the Best Financial Decisions During Divorce  by Robin Leonard
Used & New from: $1.07
4.3 out of 5 stars   (24) | 1 customer discussion
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23.  Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy  by Bill Bachrach
$22.53 Used & New from: $0.01
4.0 out of 5 stars   (27)
Add to cart  Add to wishlist
24.  Your Wealth Building Years: Financial Planning for 18-To-38 Year Olds  by Adriane G. Berg
Used & New from: $0.01
  See buying options  Add to wishlist
25.  Money and the People You Love: A New Approach to Financial Planning Based on What Matters to You Most  by Bruce W. Helmer
Used & New from: $0.01
4.7 out of 5 stars   (7)
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About this Guide

 

Author

Penelope (San Diego, CA)
Qualifications: Mother and Assistant Dist. Attorney
Last updated: 1/5/11
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