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5 Books for Your Summer Reading List

Personal Finance Wealth mindset

With the recent heat (and humidity!) wave we’ve been enduring in the D.C. region, nothing sounds more appealing than sitting on the beach with the breeze in your hair and a good book in hand. Good thing we have plenty to choose from in the Halpern Financial library.

Over the years as we have encountered great personal finance books, we have added them to a bookshelf in our office. And in 2015, when we officially started the Halpern Financial team book club, we added even more! There are some books we like to give to clients based on their specific financial situations, and others that are great for anyone who would like to improve their financial life.

But wait, you say. Financial books are boring. And business books are just one point with three hundred examples.  Never fear, we’ve sifted through the boring stuff to provide a few recommendations that let you have a little fun while learning.

The One Page Financial Plan book coverThe One-Page Financial Plan: A Simple Way to Be Smart About Your Money by Carl Richards

We love Carl Richards' back-of-the-napkin illustrations that make personal finance so easy for anyone to understand. A fast and fun read! Also includes important questions you should ask yourself and your advisor as you make important financial decisions.

 Wired for Wealth Book CoverWired for Wealth: Change the Money Mindsets That Keep You Trapped and Unleash Your Wealth Potential by Brad Klontz

A great behavioral finance read with actionable steps to help you change the "Money Scripts" that govern your financial behavior (whether you want them to or not). This book uses cognitive behavioral psychology techniques to help re-train your brain to identify problematic "Money Scripts" and change them for the better.

The Five Mistakes Every Investor Makes and How to Avoid them   The 5 Mistakes Every Investor Makes and How to Avoid Them: Getting Investing Right by Peter Mallouk

This easy-to-understand primer on investing traps should be required reading! Much better to be armed with quality information from a fiduciary perspective that puts the investor's needs first rather than learning by trial and error. Great graphics and funny quotes make this topic totally accessible and even entertaining. A great gift for new investors.

Millionaire Next DoorThe Millionaire Next Door by Thomas J. Stanley

This little book came out around the same time Halpern Financial was founded and it remains a compelling guide for anyone who wants to adopt the same habits of millionaires next door –the people who live below their means while accumulating wealth. The book includes research and profiles of these individuals in an easy-to-read style. So much of your ability to build wealth depends on cultivating a certain mindset and diligent habits, and this book shows how.

Find Your Financial Safety School
by Melissa Sotudeh, CFP®

How could we leave our own book off the list? If you're a parent or grandparent, the summer is a great opportunity to make sure your family is on track with college saving and planning. Melissa Sotudeh's choose-your-own-adventure ebook allows families to chart their college funding path from "financial reach" to "financial safety." If you have high schoolers in the house, this is required summer reading!

Want more? You can always check out what we’re reading on Goodreads.

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Halpern Financial, Inc.), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Halpern Financial, Inc. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Halpern Financial, Inc. is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Halpern Financial, Inc.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.


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