Anna’s Bookshelf
Quick Reference
The Charles Schwab Guide to Finances After 50
This easy-to-read Guide to Finances After Fifty provides clarity in an increasingly complex financial world. Perhaps, it will answer some questions you have. Perhaps, it will pose some questions you haven’t thought about. While we are living longer than ever, we are faced with an overwhelming range of advice from “experts” on how to navigate finances after fifty. This book is the result of decades of experience in advising clients and an update to the Charles Schwab book You’re Fifty- Now What? Investing for the Second Half of Your Life.
Solo 401(k) in a Nutshell
Adam Bergman performs an outstanding job of making this well-kept secret understandable. Solo entrepreneurs have a valuable, little-used tool to grow their retirement by understanding and choosing the right type of retirement plan.
Retirement Reformation
Dive deep into what scripture can teach us about our decades to come. Learn about what retirement is best for you and your family and how you can go about preparing yourself while embracing the calling God has prepared for you.
Some of Anna’s Favorite Financial Book Suggestions.
Below are a list of books that I recommend to any of my clients. They all share valuable insight on various financial and lifestyle topics. All these books have in some shape or form impacted my life. If you’re looking for a good read, you should check these out.
The Charles Schwab Guide to Finances After 50
This easy-to-read Guide to Finances After Fifty provides clarity in an increasingly complex financial world. Perhaps, it will answer some questions you have. Perhaps, it will pose some questions you haven’t thought about. While we are living longer than ever, we are faced with an overwhelming range of advice from “experts” on how to navigate finances after fifty. This book is the result of decades of experience in advising clients and an update to the Charles Schwab book You’re Fifty- Now What? Investing for the Second Half of Your Life.
Solo 401(k) in a Nutshell
Adam Bergman performs an outstanding job of making this well-kept secret understandable. Solo entrepreneurs have a valuable, little-used tool to grow their retirement by understanding and choosing the right type of retirement plan.
Retirement Reformation
Dive deep into what scripture can teach us about our decades to come. Learn about what retirement is best for you and your family and how you can go about preparing yourself while embracing the calling God has prepared for you.