Advisor Reading List
Recommended Reading.
Books hand-picked by our advisors — on tax strategy, investing, retirement, and the psychology of building lasting wealth. These are the books we actually read and recommend to clients.
With traditional retirement plans, the IRS has designed a system that quietly extracts wealth from savers who don't know the rules. Millions of people discover the harsh financial reality of RMDs, tax-deferred account drawdowns, and Medicare surcharges only when it's too late to act. This book shows you how to identify and defuse those traps before you retire.
The legendary Omaha investor allowed one writer unprecedented access to explore — directly with him and those closest to him — his work, opinions, struggles, triumphs, follies, and wisdom. The result is the most complete account ever written of one of the world's greatest investors and business thinkers.
Robert Kiyosaki grew up with two dads — his real father and the father of his best friend, his "rich dad" — and the ways in which both men shaped his thoughts about money and investing. The book challenges the myth that you need a high income to be rich and explains the fundamental difference between working for money and having your money work for you.
Most people with high incomes do not become wealthy. Most people who are wealthy do not have high incomes. After decades of research into America's millionaires, Stanley and Danko found that real wealth is built through discipline, frugality, and consistent investing — not flash, status, or windfalls. The data is surprising, and for many readers, humbling.
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