Recommended Reading

If knowledge is power, then we hope the sharing of it is empowering.


Estate Transition

“Beyond the Grave – The Right – and Wrong Way of Leaving Money to Your Children (and Others)” – Gerald and Jeffrey Condon

“The Survivor Assistance Handbook -For Those Who Settle Estates” – Mark R. Colgan



“Beyond Work: How Accomplished People Retire Successfully (GOLD medal Axiom Award Winner)” – Bill Roiter

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

“You and Your Money” – Vitt/Murrell



“Outliers: The Story of Success” – Malcolm Gladwell

“Freakonomics: A Rogue Economist Explores the Hidden Side of Everything (P.S.)” – Steven D. Levitt, Stephen J. Dubner

“Great by Choice: Uncertainty, Chaos, and Luck–Why Some Thrive Despite Them All” – Jim Collins, Morten T. Hansen

“Inspire – What Great Leaders Do” – Lance Secretan


Risk Management

“Insurance for Dummies” – Jack Hungelmann

“Against the Gods: The Remarkable Story of Risk” – Peter L. Bernstein

“Risk: A Very Short Introduction” – Baruch Fischhoff



“Forbes Guide to the Markets”

“The Wall Street Journal’s Guide to Money and Markets”

“The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) Benjamin Graham, Jason Zweig, Warren E. Buffett”


Other Recommendations

“Seven Stages of Money Maturity” – George Kinder

“Today Matters” – Jim Maxwell

“Good to Great: Why Some Companies Make the Leap… and Others Don’t” – Jim Collins

“The Happiness Project” – Gretchen Rubin

“A Life Well Spent” – Russ Crosson

“The Survivor Assistance Handbook” – Mark R. Colgan

“The Tipping Point: How Little Things Can Make a Big Difference” – Malcolm Gladwell


What’s on Evan’s Desk

The Art of Doing: How Superachievers Do What They Do and How They Do It So Well” – Camille Sweeney and Josh Gosfield

Paranoia To Possibility: Escape Small Thinking, Listen Like A Master, And Lead With Your Best – Amiel Handelsman

“Thinking, Fast and Slow” – Daniel Kahneman

“Questions Great Financial Advisors Ask… and Investors Need to Know” – Alan Parisse and David Richman

“Coincidences, Chaos, and All That Math Jazz: Making Light of Weighty Ideas” – Michael Starbird

“Seven tipping Points that Saved the World-The Miracle of Freedom” – Ted and Chris Stewart



What’s on Ron’s Desk

“Phoenix Tears: The Rick Simpson Story” – Rick Simpson

“Younger Next Year” – Chris Crowley

“Zero Hour” – Clive Cussler


What’s on Stacy’s Desk

“Ten Thousand Joys & Ten Thousand Sorrows: A Couple’s Journey Through Alzheimer’s” – Olivia Ames Hoblitzelle

“Drive: The Surprising Truth About What Motivates Us” – Daniel H. Pink

“The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing” – Marie Kondo