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The Questions and Answers on Life Insurance Workbook
by Tony Steuer • 2011
Navigate life insurance without the sales pitch: turning complex policies into clear choices.
3.67
3
The Questions and Answers on Life Insurance Workbook Summary
The Questions and Answers on Life Insurance Workbook 91%
Navigate life insurance without the sales pitch: turning complex policies into clear choices.
by Tony Steuer 2011
3.67
3 ratings
Principles of Risk Management and Insurance
by George E. Rejda • 1994
Know what can go wrong, how badly, and whether to avoid, control, or insure it.
3.66
157
Principles of Risk Management and Insurance Summary
Principles of Risk Management and Insurance 91%
Know what can go wrong, how badly, and whether to avoid, control, or insure it.
by George E. Rejda 1994
3.66
157 ratings
Look Before You LIRP
by David McKnight • 2016
The checklist for a life insurance retirement plan that actually delivers on its tax-free promise.
4.19
142
Look Before You LIRP Summary
Look Before You LIRP 90%
The checklist for a life insurance retirement plan that actually delivers on its tax-free promise.
by David McKnight 2016
4.19
142 ratings
The Power of Zero, Revised and Updated
by David McKnight • 2014
Tax-deferred retirement accounts are a ticking tax bomb. The exit plan: zero percent bracket.
3.81
2k+
The Power of Zero, Revised and Updated Summary
The Power of Zero, Revised and Updated 89%
Tax-deferred retirement accounts are a ticking tax bomb. The exit plan: zero percent bracket.
by David McKnight 2014
3.81
2k+ ratings
Safety-First Retirement Planning
by Wade Pfau • 2019
A stock-and-bond portfolio cannot solve longevity risk. Insurance can.
4.29
129
Safety-First Retirement Planning Summary
Safety-First Retirement Planning 89%
A stock-and-bond portfolio cannot solve longevity risk. Insurance can.
by Wade Pfau 2019
4.29
129 ratings
Retirement Planning Guidebook
by Wade Pfau • 2021
Align your retirement income style with annuities, tax strategy, and a purpose beyond the numbers.
4.33
238
Retirement Planning Guidebook Summary
Retirement Planning Guidebook 89%
Align your retirement income style with annuities, tax strategy, and a purpose beyond the numbers.
by Wade Pfau 2021
4.33
238 ratings
The Charles Schwab Guide to Finances After Fifty
by Carrie Schwab-Pomerantz • 2014
Nail Social Security timing, avoid Medicare penalties, and build a retirement paycheck that lasts.
3.70
238
The Charles Schwab Guide to Finances After Fifty Summary
The Charles Schwab Guide to Finances After Fifty 89%
Nail Social Security timing, avoid Medicare penalties, and build a retirement paycheck that lasts.
by Carrie Schwab-Pomerantz 2014
3.70
238 ratings
Your Money Ratios
by Charles Farrell • 2009
Eight ratios tied to your age that answer: am I saving enough, right now?
3.87
252
Your Money Ratios Summary
Your Money Ratios 89%
Eight ratios tied to your age that answer: am I saving enough, right now?
by Charles Farrell 2009
3.87
252 ratings
Get What's Yours for Medicare
by Philip Moeller • 2016
Medicare errors trigger lifetime penalties. The gaps, rules, and fixes the handbook skips.
3.84
258
Get What's Yours for Medicare Summary
Get What's Yours for Medicare 89%
Medicare errors trigger lifetime penalties. The gaps, rules, and fixes the handbook skips.
by Philip Moeller 2016
3.84
258 ratings
Social Security Made Simple
by Mike Piper • 2012
Claim Social Security at the wrong age and it costs tens of thousands. The rules that pay you back.
4.16
268
Social Security Made Simple Summary
Social Security Made Simple 89%
Claim Social Security at the wrong age and it costs tens of thousands. The rules that pay you back.
by Mike Piper 2012
4.16
268 ratings
How to Make Your Money Last
by Jane Bryant Quinn • 2015
One Social Security decision can boost your retirement check by 76%. The full playbook starts there.
4.14
1k+
How to Make Your Money Last Summary
How to Make Your Money Last 88%
One Social Security decision can boost your retirement check by 76%. The full playbook starts there.
by Jane Bryant Quinn 2015
4.14
1k+ ratings
Money. Wealth. Life Insurance.
by Jake Thompson • 2014
Life insurance can be your tax-free bank: borrow from it while your money keeps compounding.
4.16
908
Money. Wealth. Life Insurance. Summary
Money. Wealth. Life Insurance. 88%
Life insurance can be your tax-free bank: borrow from it while your money keeps compounding.
by Jake Thompson 2014
4.16
908 ratings
The Truth About Retirement Plans and IRAs
by Ric Edelman • 2014
Free 401(k) money, unclaimed. The matching fix, compound interest, and eight other retirement fixes.
4.01
375
The Truth About Retirement Plans and IRAs Summary
The Truth About Retirement Plans and IRAs 88%
Free 401(k) money, unclaimed. The matching fix, compound interest, and eight other retirement fixes.
by Ric Edelman 2014
4.01
375 ratings
Stop Over-Thinking Your Money!
by Preet Banerjee • 2013
Five rules do more for your money than stock tips, starting with protecting your income.
3.80
362
Stop Over-Thinking Your Money! Summary
Stop Over-Thinking Your Money! 88%
Five rules do more for your money than stock tips, starting with protecting your income.
by Preet Banerjee 2013
3.80
362 ratings
Tax-Free Income for Life
by David McKnight • 2020
Rising taxes wreck retirement faster than market crashes. The guaranteed-income strategy for both.
3.40
236
Tax-Free Income for Life Summary
Tax-Free Income for Life 88%
Rising taxes wreck retirement faster than market crashes. The guaranteed-income strategy for both.
by David McKnight 2020
3.40
236 ratings
Think, Act, and Invest Like Warren Buffett
by Larry E. Swedroe • 2012
The Buffett strategy isn't stock-picking. It's low-cost index funds and the life you get back.
3.58
344
Think, Act, and Invest Like Warren Buffett Summary
Think, Act, and Invest Like Warren Buffett 88%
The Buffett strategy isn't stock-picking. It's low-cost index funds and the life you get back.
by Larry E. Swedroe 2012
3.58
344 ratings
How to Retire
by Christine Benz • 2024
Your portfolio's ready, but is your life? Twenty retirement lessons the numbers don't cover.
4.30
2k+
How to Retire Summary
How to Retire 88%
Your portfolio's ready, but is your life? Twenty retirement lessons the numbers don't cover.
by Christine Benz 2024
4.30
2k+ ratings
The Only Living Trusts Book You’ll Ever Need
by Garrett Monroe • 2024
The $50 document that bypasses probate entirely, and the one oversight that empties it.
4.09
206
The Only Living Trusts Book You’ll Ever Need Summary
The Only Living Trusts Book You’ll Ever Need 88%
The $50 document that bypasses probate entirely, and the one oversight that empties it.
by Garrett Monroe 2024
4.09
206 ratings
Social Security Fd 3e
by PETERSON • 2012
The single biggest Social Security decision: when to claim. Get it wrong and lose a third.
3.74
329
Social Security Fd 3e Summary
Social Security Fd 3e 88%
The single biggest Social Security decision: when to claim. Get it wrong and lose a third.
by PETERSON 2012
3.74
329 ratings
Social Security, Medicare & Government Pensions
by Joseph L. Matthews • 1988
Social Security rewards waiting. Medicare punishes delay. Deadlines most miss, and what they cost.
3.96
120
Social Security, Medicare & Government Pensions Summary
Social Security, Medicare & Government Pensions 88%
Social Security rewards waiting. Medicare punishes delay. Deadlines most miss, and what they cost.
by Joseph L. Matthews 1988
3.96
120 ratings
How to Retire Happy
by Stan Hinden • 2000
Claim too early, pick wrong pension, withdraw too fast. The retirement moves that haunt you.
3.52
422
How to Retire Happy Summary
How to Retire Happy 88%
Claim too early, pick wrong pension, withdraw too fast. The retirement moves that haunt you.
by Stan Hinden 2000
3.52
422 ratings
The Ultimate Retirement Guide for 50+
by Suze Orman • 2020
Your retirement might last 35 years. Seven moves to make sure your money does too.
4.23
2k+
The Ultimate Retirement Guide for 50+ Summary
The Ultimate Retirement Guide for 50+ 88%
Your retirement might last 35 years. Seven moves to make sure your money does too.
by Suze Orman 2020
4.23
2k+ ratings
The 5 Years Before You Retire
by Emily Guy Birken • 2013
Five years from retirement: the moves that make your money last longer than you do.
3.76
973
The 5 Years Before You Retire Summary
The 5 Years Before You Retire 88%
Five years from retirement: the moves that make your money last longer than you do.
by Emily Guy Birken 2013
3.76
973 ratings
RICH IS NOT A FOUR-LETTER WORD
by Gerri Willis • 2016
Washington shortchanged the middle class. Here is the playbook for building real wealth anyway.
3.29
28
RICH IS NOT A FOUR-LETTER WORD Summary
RICH IS NOT A FOUR-LETTER WORD 88%
Washington shortchanged the middle class. Here is the playbook for building real wealth anyway.
by Gerri Willis 2016
3.29
28 ratings
The Bogleheads' Guide to Investing
by Taylor Larimore • 2006
Buy the entire market, pay almost nothing to own it, and outearn most professionals.
4.30
11k+
The Bogleheads' Guide to Investing Summary
The Bogleheads' Guide to Investing 87%
Buy the entire market, pay almost nothing to own it, and outearn most professionals.
by Taylor Larimore 2006
4.30
11k+ ratings
Plan Your Prosperity
by Kenneth L. Fisher • 2012
Why your retirement allocation should ignore your age: the four-goal, one-benchmark method.
3.44
146
Plan Your Prosperity Summary
Plan Your Prosperity 87%
Why your retirement allocation should ignore your age: the four-goal, one-benchmark method.
by Kenneth L. Fisher 2012
3.44
146 ratings
Can I Retire?
by Mike Piper • 2010
The 4% rule, the tax moves, and the real fixes for a retirement shortfall.
3.92
322
Can I Retire? Summary
Can I Retire? 87%
The 4% rule, the tax moves, and the real fixes for a retirement shortfall.
by Mike Piper 2010
3.92
322 ratings
The Wealthy Barber
by David Chilton • 2002
A barber's simple wealth rule: save ten percent first, invest early, let time compound the rest.
4.02
11k+
The Wealthy Barber Summary
The Wealthy Barber 87%
A barber's simple wealth rule: save ten percent first, invest early, let time compound the rest.
by David Chilton 2002
4.02
11k+ ratings
The New Financial Advisor
by Nick Murray • 2001
The advisor who stops selling and starts healing earns $500,000 a year. Here is the road map.
4.39
150
The New Financial Advisor Summary
The New Financial Advisor 87%
The advisor who stops selling and starts healing earns $500,000 a year. Here is the road map.
by Nick Murray 2001
4.39
150 ratings
The Index Card
by Helaine Olen • 2016
Financial advisors sell confusion. The rules you actually need fit on an index card.
3.90
4k+
The Index Card Summary
The Index Card 87%
Financial advisors sell confusion. The rules you actually need fit on an index card.
by Helaine Olen 2016
3.90
4k+ ratings
Coffee Can Investing
by Saurabh Mukherjea • 2018
A decade of inaction: the quality-stock formula that turns patience into 12% annual outperformance.
4.03
3k+
Coffee Can Investing Summary
Coffee Can Investing 87%
A decade of inaction: the quality-stock formula that turns patience into 12% annual outperformance.
by Saurabh Mukherjea 2018
4.03
3k+ ratings
The Bogleheads' Guide to Retirement Planning
by Taylor Larimore • 2009
Boring index funds, tiny fees, forty years of patience: the math of a retirement that lasts.
4.13
1k+
The Bogleheads' Guide to Retirement Planning Summary
The Bogleheads' Guide to Retirement Planning 87%
Boring index funds, tiny fees, forty years of patience: the math of a retirement that lasts.
by Taylor Larimore 2009
4.13
1k+ ratings
Wealth
by Stuart E. Lucas • 2006
Stop letting advisors run your fortune. The owner's manual for wealth that outlasts you.
3.91
57
Wealth Summary
Wealth 87%
Stop letting advisors run your fortune. The owner's manual for wealth that outlasts you.
by Stuart E. Lucas 2006
3.91
57 ratings
The Rule of 30
by Frederick Vettese • 2021
Forget fixed 15% rules: a retirement formula that adjusts for mortgage, kids, and life.
3.73
241
The Rule of 30 Summary
The Rule of 30 87%
Forget fixed 15% rules: a retirement formula that adjusts for mortgage, kids, and life.
by Frederick Vettese 2021
3.73
241 ratings
What Would the Rockefellers Do?
by Garrett B. Gunderson • 2018
Turn whole life insurance into your personal bank for tax-free growth and a lasting legacy.
4.06
560
What Would the Rockefellers Do? Summary
What Would the Rockefellers Do? 87%
Turn whole life insurance into your personal bank for tax-free growth and a lasting legacy.
by Garrett B. Gunderson 2018
4.06
560 ratings
Safe Haven
by Mark Spitznagel • 2021
Diversification is not protection. The real shield: a small bet that explodes when markets crash.
4.02
869
Safe Haven Summary
Safe Haven 87%
Diversification is not protection. The real shield: a small bet that explodes when markets crash.
by Mark Spitznagel 2021
4.02
869 ratings
Smart Women Finish Rich
by David Bach • 1998
Your coffee habit costs $2 million. Redirect it, automate real security, and fund your dreams.
4.06
5k+
Smart Women Finish Rich Summary
Smart Women Finish Rich 87%
Your coffee habit costs $2 million. Redirect it, automate real security, and fund your dreams.
by David Bach 1998
4.06
5k+ ratings
Bogle On Mutual Funds
by John C. Bogle • 1993
Most mutual funds lose to the market. The reason is simpler than Wall Street admits.
4.02
448
Bogle On Mutual Funds Summary
Bogle On Mutual Funds 87%
Most mutual funds lose to the market. The reason is simpler than Wall Street admits.
by John C. Bogle 1993
4.02
448 ratings
Fail-Safe Investing
by Harry Browne • 1999
The all-weather portfolio: four simple holdings that protect your wealth in any economic climate.
3.95
3k+
Fail-Safe Investing Summary
Fail-Safe Investing 87%
The all-weather portfolio: four simple holdings that protect your wealth in any economic climate.
by Harry Browne 1999
3.95
3k+ ratings
The One-Page Financial Plan
by Carl Richards • 2015
The financial plan that matters most fits on one page and starts before the numbers.
3.77
2k+
The One-Page Financial Plan Summary
The One-Page Financial Plan 87%
The financial plan that matters most fits on one page and starts before the numbers.
by Carl Richards 2015
3.77
2k+ ratings
Flipping a Switch
by Barbara O'Neill • 2020
Break the saving habit, build a retirement paycheck, and start living the life you saved for.
3.96
23
Flipping a Switch Summary
Flipping a Switch 87%
Break the saving habit, build a retirement paycheck, and start living the life you saved for.
by Barbara O'Neill 2020
3.96
23 ratings
The White Coat Investor's Financial Boot Camp
by James M. Dahle • 2019
Protect your income, crush student debt, and retire early: a financial crash course for physicians.
4.59
423
The White Coat Investor's Financial Boot Camp Summary
The White Coat Investor's Financial Boot Camp 87%
Protect your income, crush student debt, and retire early: a financial crash course for physicians.
by James M. Dahle 2019
4.59
423 ratings
Cashkurs
by Dirk Müller • 2011
A former trader on the system's built-in traps, and exactly how to step around them.
3.58
283
Cashkurs Summary
Cashkurs 87%
A former trader on the system's built-in traps, and exactly how to step around them.
by Dirk Müller 2011
3.58
283 ratings
Let's Talk Money
by Monika Halan • 2018
An organizing system for your money that separates spending from saving before willpower runs out.
4.43
4k+
Let's Talk Money Summary
Let's Talk Money 87%
An organizing system for your money that separates spending from saving before willpower runs out.
by Monika Halan 2018
4.43
4k+ ratings
Start Late, Finish Rich
by David Bach • 2005
A financial freedom plan for late starters that runs on small change, not big income.
3.82
2k+
Start Late, Finish Rich Summary
Start Late, Finish Rich 87%
A financial freedom plan for late starters that runs on small change, not big income.
by David Bach 2005
3.82
2k+ ratings
The Primal Prescription
by Doug McGuff • 2015
Government, not the free market, broke US health care. The way out is deregulation and dinner.
4.24
131
The Primal Prescription Summary
The Primal Prescription 87%
Government, not the free market, broke US health care. The way out is deregulation and dinner.
by Doug McGuff 2015
4.24
131 ratings
Keys to a Successful Retirement
by Fritz Gilbert • 2020
Money gets you to retirement. Purpose, relationships, and a reason to get up keep you there.
4.12
635
Keys to a Successful Retirement Summary
Keys to a Successful Retirement 87%
Money gets you to retirement. Purpose, relationships, and a reason to get up keep you there.
by Fritz Gilbert 2020
4.12
635 ratings
Making the Most of Your Money Now
by Jane Bryant Quinn • 2009
Every money question a lifetime asks, answered in one comprehensive guide.
4.22
125
Making the Most of Your Money Now Summary
Making the Most of Your Money Now 87%
Every money question a lifetime asks, answered in one comprehensive guide.
by Jane Bryant Quinn 2009
4.22
125 ratings
What Your CPA Isn't Telling You
by Mark J. Kohler • 2011
Side hustle, right entity, family payroll: the CPA's formula for a smaller tax bill.
3.97
183
What Your CPA Isn't Telling You Summary
What Your CPA Isn't Telling You 87%
Side hustle, right entity, family payroll: the CPA's formula for a smaller tax bill.
by Mark J. Kohler 2011
3.97
183 ratings
The Missing Billionaires
by Victor Haghani • 2023
Most fortunes aren't lost on bad picks. They're lost because no one asks how much.
3.80
627
The Missing Billionaires Summary
The Missing Billionaires 87%
Most fortunes aren't lost on bad picks. They're lost because no one asks how much.
by Victor Haghani 2023
3.80
627 ratings
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