Swedroe: Best Personal Finance Books

December 28, 2018

This is the third in my series of “best” books. The first one covered the category of “the science of investing.” The second covered the field of behavioral finance. This third and final one covers the broad category of personal finance—not just financial issues, but issues such as planning for a meaningful life in retirement, estate and tax planning, social security, annuities, passing on family values through a family wealth mission statement, elder care and so much more.

Following is my list of the dozen best personal finance books I’ve read in my role as director of research for the Buckingham Family of Financial Services. Of course, all such lists are based on personal opinions.

  1. “The New Retirementality” by Mitch Anthony
  2. “Strategic Financial Planning over the Lifecycle” by Narat Charupat, Huaxiong Huang and Moshe Milevsky
  3. “Strangers in Paradise” by James Grubman
  4. “Retire Secure!” 3rd Edition by James Lange
  5. “Simple Money” by Tim Maurer
  6. “Someday Rich” by Timothy Noonan and Matt Smith
  7.  “Hidden Truths About Retirement & Long Term Care” by Carolyn Rosenblatt and Mikol Davis
  8. “Smart and Simple Financial Strategies for Busy People” by Jane Bryant Quinn
  9. “How to Make Your Money Last” by Jane Bryant Quinn
  10. “Your Complete Retirement Planning Road Map” by Ed Slott
  11. “Your Retirement Quest” by Alan Spector and Keith Lawrence
  12. “Preparing Heirs” by Roy Williams and Vic Preisser

I hope you get as much knowledge and enjoyment from them as I did.

Larry Swedroe is the director of research for The BAM Alliance, a community of more than 140 independent registered investment advisors throughout the country.

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