Recommended Books

These books are advisor and client tested and come highly recommended. When you are ready to order, just click on the title and you will be forwarded to or the sale site recommended by the author.

Facing Financial Dysfunction: Why Smart People Do Stupid Things with Money, 2nd Edition by Bert Whitehead, MBA, JD

Learn everything you have wanted to know about Holistic Financial Planning, but didn’t know who to ask. This book makes sense of the confusing and conflicting world of financial advice. ACP members have given this book to clients, friends, and family and have recommended it to anyone who asks, “Isn’t there a better way?”

The Final Hurdle by Dennis Hursh, ESQ
This book offers everything physicians need to know about employment contracts so you can get your career off on the right track!

Growing Up & Saving Up: College Savings 101 by Erin Baehr, CFP, EA

This free ebook provides information on saving and paying for college from the baby stage to the launch stage.
Moving Forward on Your Own: A Financial Guidebook for Widows by Kathleen Rehl, Ph.D., CFP®

Your husband’s death is possibly the most devastating event you’ve ever experienced. You may wonder, “Am I going to be able to make it on my own?” Maybe you feel overwhelmed and don’t know what to do next. This guidebook can help you. It integrates basic financial information with self-reflective exercises to encourage your self-confidence about money matters in a way that’s not overwhelming.

Don’t Make a Budget: Why It’s So Hard to Save Money and What to Do about It
by Ken Robinson, JD, CFP®

Ken Robinson describes a completely different way to save that really works and shows you how to break free from the all-too-human mistakes that can block your progress. You’ll learn how to save the maximum amount possible without compromising your lifestyle. And you’ll gain a fresh perspective on money and what really matters in your life.

The Young Couple’s Guide to Growing Rich Together by Jill Gianola, MS, MBA, CFP®

Whether paying off five- and six-figure student loans or launching careers in a confusing and uncertain job market, young couples today face dozens of financial stresses and difficulties that their parents never dreamed of. The Young Couple’s Guide to Growing Rich Together takes a unique and personal approach to successfully addressing them all. Calming and reassuring, it provides the advice and answers you need to combine two financial lives into one, discussing everything from eliminating old debt and starting a family to buying a home, saving for retirement, and much more.

The Ultimate Parenting Map to Money Smart Kids by Linda Leitz, CFP®

Educating your family about money management can help you and them. Your children’s comfort handling money and the role it plays in life can make a huge difference in someone’s outlook. Basic financial concepts help children get a sense of their own financial priorities. This does not mean that there will not be learning curves. But it is far better to learn these concepts early than to discover them in your 60’s and suddenly realize you won’t ever be able to retire. This book helps you teach your children to be savvy consumers by showing you the building blocks to financial responsibility.

We Need to Talk: Money and Kids After Divorce by Linda Leitz, CFP®

Money and kids are two things that definitely go together, however, add in divorce and you have your hands full. We Need to Talk is the single mom’s map to coping with financial issues that impact kids. Dealing with finances after a divorce is huge. And working through the financial issues that impact your children is a major part of the equation. We Need to Talk helps single moms quantify the dollars and cents that they must deal with and spells out ways to communicate those needs. This book helps single mothers gain a sense of financial autonomy and maintain a co-parenting relationship that is supportive of their children.

At the Heart of Money by Melvin and Edie Spain

At the Heart of Money is a fresh approach to handling finances designed to reduce money stress. The concepts behind this approach are a journey of self-discovery: Blessings, Giftings, Values, and Purpose. As the readers discover who they are, what they value, and their life purpose, they discover that money is not the root of stress. The issues behind the money are usually the culprit. This is not the traditional “grit your teeth” approach to budgeting, but rather a fresh, new concept.
At the Heart of Money and its companion journal, The Path of Discovery, are available from Or if you order directly from the authors (, they will send you the $39.95 journal free with the purchase of the book for $19.95.

Your Art Is Your Business by Robert Roy Reed, CFP®

Your Art is Your Business provides artists the business fundamentals they need so that they can afford to keep making art. Reed’s system, which works for any creative professional, helps artists build on their achievements and create a durable career.

The Millionaire Next Door: The Surprising Secrets of America’s Wealthy by Thomas J. Stanley and William Danko

The Millionaire Next Door is a personal finance classic. After researching America’s wealthy, the authors identified seven key characteristics of this elite group. Those characteristics point the way for anyone who wants to become a millionaire. But don’t expect any get-rich-quick schemes. The power of this book is in its simplicity and common sense approach.

How to Be Rich: The Couple’s Guide to a Rich Life Without Worrying About Money by Chuck Rylant

How to Get Rich is the personal finance guide for today’s faster, smarter and more complicated world. If you’re ready to break free from conventional wisdom and secure your future while enjoying your present, this is the book for you.

The Investment Answer by Daniel C. Goldie, CFA, CFP® and Gordon S. Murray

A clear, concise and practical explanation of investing for the new or experienced investor. In just 70 pages, the authors provide jargon-free information for safe and sound investing decisions.

60 Minute Estate Planner by Sandy F. Kraemer

This is a layman’s guide to estate planning with a heavy reliance upon visual illustrations of various estate plans, making it easy for the visual learner to understand complicated estate planning strategies. Many pre-conceived estate plans are provided and illustrated based upon typical client situations. This is not a do-it-yourself book, but rather a book to help you educate yourself prior to meeting with an advisor or attorney.

Getting Rich in America by Dwight R. Lee & Richard B. McKenzie

This book is really about lifestyle choices as much as financial choices. It codifies and expands on the information in The Millionaire Next Door. For instance, Rule 6 is “Take Care of Yourself” (your health) because, not only do you want to live longer to enjoy your wealth and the beauty of the planet, but healthy people also look better and act more energetic and thus make higher incomes.

Prince Charming Isn’t Coming: How Women Get Smart About Money by Barbara Stanny

This book relates one woman’s journey to financial responsibility, but it is the universal tale of so many women who were raised to leave “the money stuff” to Dad, husband, stock broker – you name it. The message is: get informed and take control because – even if “Prince Charming” does show up – you are always better off understanding what the best choices are for you.

Savings Bond Advisor by Tom Adams

Compared to other potential investments, US Savings Bonds are an excellent choice for the low-risk portion of your investment portfolio. However, Savings Bonds are a do-it-yourself investment. Earn more and worry less by letting Adams guide you through the maze of Savings Bond purchases, redemptions, as well as tax and estate planning issues.

The Best Way to Save for College: A Complete Guide to 529 Plans by Joseph F. Hurley

This very informative book will help any parent to understand the best way to fund college expenses. It’s a bible for state tuition plan details. 529 Plans are reviewed and contrasted with Coverdell Accounts, Qualified Savings Bonds, and other investment alternatives. Income tax planning and estate planning are also discussed. This book is highly recommended!