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My Mother's Money

A Guide to Financial Caregiving

by Beth Pinsker CFP® ...

A comprehensive, compassionate guide for navigating end-of-life financial decisions for an aging parent or other loved one—from an award-winning journalist who is also a Certified Financial PlannerHave you just gotten the dreaded phone call—a parent or loved one has taken a turn for the worse and suddenly the burden is on you to manage their affairs? Or are you simply hoping to navigate complex ... Read more

$14.99 CAD

Also available as: Audiobook

A comprehensive, compassionate guide for navigating end-of-life financial decisions for an aging parent or other loved one—from an award-winning journalist who is also a Certified Financial PlannerHave you just gotten the dreaded phone call—a parent or loved one has taken a turn for the worse and suddenly the burden is on you to manage their affairs? Or are you simply hoping to navigate complex
... Read more

Also available as: Audiobook
Sophisticated Strategies that Encompass Tax, Investment and Estate Planning

to Grow and Preserve Generational Wealth

by Todd Wiersum CPA, CFP ...

"Sophisticated Strategies That Encompass Tax, Investment, and Estate Planning to Grow and Build Generational Wealth" is an authoritative guide designed to empower individuals, families, and financial professionals with the tools and knowledge necessary to achieve long-term financial success. This book delves into the interconnected disciplines of tax optimization, strategic investing, and estate ... Read more

$13.73 CAD or Free with Kobo Plus

"Sophisticated Strategies That Encompass Tax, Investment, and Estate Planning to Grow and Build Generational Wealth" is an authoritative guide designed to empower individuals, families, and financial professionals with the tools and knowledge necessary to achieve long-term financial success. This book delves into the interconnected disciplines of tax optimization, strategic investing, and estate
... Read more
Unscrew Your Kids

A Parent's Guide to Raising Self-Sufficient Teens in the Age of AI & Instagram

by Dmitry Matousov MBA CFP, Karina Ravkina-Matousov M.A. M.Ed. PPS ...

In an age of social media illusions, skyrocketing education costs, and rapid technological change, young people are constantly told to "follow their passion." What they are rarely taught is how to turn that passion into a sustainable life. The result is often student debt, stalled careers, financial dependence, and years of uncertainty. In Unscrew Your Kids: A Field Guide to Building Real-World ... Read more

$13.73 CAD or Free with Kobo Plus

In an age of social media illusions, skyrocketing education costs, and rapid technological change, young people are constantly told to "follow their passion." What they are rarely taught is how to turn that passion into a sustainable life. The result is often student debt, stalled careers, financial dependence, and years of uncertainty. In Unscrew Your Kids: A Field Guide to Building Real-World
... Read more
Investing in U.S. Financial History

Understanding the Past to Forecast the Future

by Mark J. Higgins, CFA, CFP® ...

Investors who ignore the past are lost in the present and blind to the future.Most people rely only on their life experience to make investment decisions. This causes them to overlook cyclical forces that repeatedly reshape economies and markets. Investing in U.S. Financial History fills this void by recounting the comprehensive financial history of the United States of America. It begins with ... Read more

$10.99 CAD or Free with Kobo Plus

Investors who ignore the past are lost in the present and blind to the future.Most people rely only on their life experience to make investment decisions. This causes them to overlook cyclical forces that repeatedly reshape economies and markets. Investing in U.S. Financial History fills this void by recounting the comprehensive financial history of the United States of America. It begins with
... Read more
Financial Planning Competency Handbook

by CFP Board ...

Series series Wiley Finance
The official guide for exam success and career excellenceFinancial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a ... Read more

$125.99 CAD

The official guide for exam success and career excellenceFinancial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a
... Read more
Audiobook

Audiobook

Financial Security

by Kingsly Barham CFP ...

Narrated by Kingsly Barham CFP ...

Unabridged

2 hours 5 min

Financial Security . Is it a guaranteed route to leaving the nine to five forever? A sure fire escape from the mundane to the sublime? Mai Tai's by the pool at your tropical seaside villa?The short and honest answer : Maybe. That kind of enormous financial success depends on three things:1*. Economic conditions*Your ability and knowledge to take advantage of those conditions at the right moment ... Read more

$45.33 CAD or Free with Kobo Plus

Financial Security . Is it a guaranteed route to leaving the nine to five forever? A sure fire escape from the mundane to the sublime? Mai Tai's by the pool at your tropical seaside villa?The short and honest answer : Maybe. That kind of enormous financial success depends on three things:1*. Economic conditions*Your ability and knowledge to take advantage of those conditions at the right moment
... Read more
Saturday Everyday

9 Simple Steps to Live Your Best Financial Life

by Michael Crews MBA CFP® ...

Nine simple steps could mean the difference between living your best financial life or not.Michael Crews, who owns a financial practice with more than $500 million in assets under management as of August 2019, reveals those steps in simple langauge in this guide to pursuing financial freedom.By following his advice, you’ll be able to spend more time doing what you love so that every day is a ... Read more

$5.39 CAD

Nine simple steps could mean the difference between living your best financial life or not.Michael Crews, who owns a financial practice with more than $500 million in assets under management as of August 2019, reveals those steps in simple langauge in this guide to pursuing financial freedom.By following his advice, you’ll be able to spend more time doing what you love so that every day is a
... Read more
Succession or Failure

The Small Business Owner's Essential Handbook for Value Creation, Exit Strategy Planning and Capital Extraction

by Kristofor R. Behn, CFP® ...

As a successful small business owner, the issues contained within this handbook either haunt your daily life currently or soon will. Succession or Failure is designed to address mission-critical questions and provide workable solutions that you can begin to implement in your quest for your ultimate retirement. Managing your lifecycle in business is the same as flying an aircraft. You initially add ... Read more

$15.99 CAD or Free with Kobo Plus

As a successful small business owner, the issues contained within this handbook either haunt your daily life currently or soon will. Succession or Failure is designed to address mission-critical questions and provide workable solutions that you can begin to implement in your quest for your ultimate retirement. Managing your lifecycle in business is the same as flying an aircraft. You initially add
... Read more
20 Retirement Decisions You Need to Make Right Now

by Ray LeVitre CFP ...

Take control of your retirement future!Retirement is one of the most important milestones of your life—but are you financially prepared to make the most of it? The choices you make today will shape your lifestyle for decades to come, and many decisions should be made sooner rather than later to ensure a secure retirement future. In this fully revised and updated edition of 20 Retirement Decisions ... Read more

$10.69 CAD

Take control of your retirement future!Retirement is one of the most important milestones of your life—but are you financially prepared to make the most of it? The choices you make today will shape your lifestyle for decades to come, and many decisions should be made sooner rather than later to ensure a secure retirement future. In this fully revised and updated edition of 20 Retirement Decisions
... Read more
A Good Financial Advisor Will Tell You...

Everything You Need To Know About Retirement, Generating Lifetime Income And Planning Your Legacy

by Jeremy A. Kisner, CFP, Robert J. Luna, CIMA ...

Let’s start with what this book is not. This book is not an “introduction to investing” book. Millions of those are out there, and they typically put people to sleep. Therefore, this book is not going to explain: What is a stock? What is a mutual fund? How do you create a family budget? Yada, yada, yada. This book was written for the millions of people who could be called the “mass affluent”—those ... Read more

$9.61 CAD or Free with Kobo Plus

Let’s start with what this book is not. This book is not an “introduction to investing” book. Millions of those are out there, and they typically put people to sleep. Therefore, this book is not going to explain: What is a stock? What is a mutual fund? How do you create a family budget? Yada, yada, yada. This book was written for the millions of people who could be called the “mass affluent”—those
... Read more
Your Money Narrative

Understanding Your Story to Build a Stronger Financial Future

by Amy R. Cook, CFP® ...

It’s not about the money.Storytelling is a part of each one of us. We tell ourselves stories every day, based on our past encounters, and we mold them over time so they stay relevant with our growth. Our financial stories are no different than the plotlines in our personal lives, however; they can have a profound effect on how we manage our future.Children of the Great Depression lived through a ... Read more

$13.99 CAD

It’s not about the money.Storytelling is a part of each one of us. We tell ourselves stories every day, based on our past encounters, and we mold them over time so they stay relevant with our growth. Our financial stories are no different than the plotlines in our personal lives, however; they can have a profound effect on how we manage our future.Children of the Great Depression lived through a
... Read more
The Childfree Guide to Life and Money

Make Your Finances Simple So Your Life Without Kids Can Be Amazing

by Jay Zigmont PhD, MBA, CFP® ...

An essential and comprehensive personal finance and money management guide for Childfree and Permanently Childless people.Design the life you want, then create the right financial plan to get you there.Financial planning looks vastly different for DINKs (dual-income, no kids) and SINKs (single-income, no kids). But nearly all the advice out there assumes you have children or will have them someday ... Read more

$19.99 CAD

Also available as: Audiobook

An essential and comprehensive personal finance and money management guide for Childfree and Permanently Childless people.Design the life you want, then create the right financial plan to get you there.Financial planning looks vastly different for DINKs (dual-income, no kids) and SINKs (single-income, no kids). But nearly all the advice out there assumes you have children or will have them someday
... Read more

Also available as: Audiobook

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Top Series in Canada

Wiley Finance

Financial Security

Become the Banker

My Mother's Money

Sophisticated Strategies that Encompass Tax, Investment and Estate Planning

Unscrew Your Kids

Investing in U.S. Financial History

Financial Planning Competency Handbook

Financial Security

Saturday Everyday

Succession or Failure

20 Retirement Decisions You Need to Make Right Now

A Good Financial Advisor Will Tell You...

Your Money Narrative

The Childfree Guide to Life and Money

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Top Series in Canada

Wiley Finance

Financial Security

Become the Banker

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