It's Your Wealth-Keep It: The Definitive Guide to Growing, Protecting, Enjoying, and Passing On Your Wealth by John L. Smallwood CFP®
My rating: 4 of 5 stars

Most books about your money, revolve around one or maybe two principles. Some tell you to only invest in the stock market, others talk about savings, but rarely do you get a book that gives you the information you need to build a well secure plan for your money. This author, Mr. Smallwood gives us 7 basic principles that we need to consider and include in all of our financial planning. From maximizing tax deductions, increasing savings and retirement accounts to life insurance coverage and even wills (something that can be easily overlooked).
This was a very detailed and comprehensive book. It didn’t just tell you to do something, the author broke it down and explained how to do these steps and gave examples on how it can be adjusted as nothing is one size fits all. I found it very informative, easy to follow along, and well written.


View all my reviews