In Recognition of Financial Literacy Month

We know that knowledge is power, so in recognition of National Financial Literacy Month we are sharing a few bits of it that we like. As we consider the market this week, and a few possible life/money transitions you, or someone you know, might be facing, it might be helpful to have a few resources at your fingertips. No matter what month, or day of the year it is, we hope you will continue to build on your knowledge and always strive for financial wellness. We are happy to be partners in the process.

Recommended Reading by topic


“Investing 101” – Kathy Kristof

“Forbes Guide to the Markets”


“Supercharged Retirement: Ditch the Rocking Chair, Trash the Remote, and Do What You Love” – Mary Lloyd

For more book suggestions please visit our new Web site under the “Resources” section scroll down to “Recommended Reading“.


Evan S. Russell, CFP®, Stacy L. Rerick, CFP®, Ronald E. Wilkinson, CFP®