financial literacy


How to Make Your Money Last: The Indispensable Retirement Guide by Jane Bryant Quinn

This is a book you can write after a lifetime of forming connections, reading deeply, and gaining the wisdom to integrate it all. I cannot think of a single thing I’d change in this book if I were writing it. It combines clear writing with up-to-date accurate information. I’ve read entire books on subjects she covered in a chapter and feel like she nailed it concisely. Annuities? Life Insurance? Becoming a landlord? When to start […]


Financial Literacy for Young Adults

A client asked me if I had any financial literacy suggestions for teenagers. It kicked off a reading festival! Here are my notes. Years ago I read Suze Orman’s Young Fabulous and Broke and I was underwhelmed. She seems to think that everyone is as clueless as she was and needs to have a come-to-Jesus moment and she’ll tell you how. Most people I know just want to know some facts and they’ll integrate them into their […]