Online Resources and Calculators


Recommended Readings


Beyond Paycheck to Paycheck: A Conversation About Income, Wealth and the Steps in Between

Michael B. Rubin


A simply written, informative and humorous read that reminds us learning about personal finance doesn’t have to be scary, hard or boring. A good read for 20- and 30-somethings.

Coin: The Irreverent Yet Practical Guide to Money Management for Recent College Graduates

Judy McNary


A great guide for both recent and not-so-recent college graduates – these are the financial essentials comprehensively presented through stories about debt management, beginning retirement planning and handling your personal finances.

For Richer, Not Poorer: The Newlywed’s Financial Survival Guide

Deborah A. Wilburn


This is a wise guide on how couples can best manage money together, covering a range of topics from fights about money to how to get a mortgage.

If You Can: How Millennials Can Get Rich Slowly

William Bernstein


A great short read (also available as a free e-book) that lays out frankly the top 5 hurdles to learn to overcome (hint: you have to learn how to invest AND save, not just either or!) The earlier you make the right decisions, the simpler things will be going forward.

Investing with Your Values: Making Money and Making a Difference

Hall Brill, Jack A. Brill and Cliff Feigenbaum


The authors offer ways to integrate your values with your investing, detailing community investing, shareholder activism, and stock, bond, and mutual fund investments.

Paying for College without Going Broke

the Princeton Review


Start reading this book when your children are young to plan how best to save and pay for the high cost of college.

Smart Questions to Ask Your Financial Advisers

Lynn Brenner


Brenner gives readers a general reference on personal finance as well as questions to ask your financial advisors.

The Joy of Financial Security

Donna Skeels Cygan


She shows that taking control of your finances is not rocket science, and that anyone can become a wise investor–simply by developing a financial plan and using discipline to follow the plan. This book weaves together financial strategies with happiness strategies.

The Mindful Money Mentality

Holly P. Thomas


Even those who are “good with money” can have trouble making money decisions. Thomas’ book can teach you how to understand when you have “enough” to be happy; integrate your resources with your values in spending, sharing, and investing choices; and share money in a beneficial way to both you and the recipient.

The New Commonsense Guide to Your 401(k) 

Mary Rowland


Most people could use such a nuts and bolts guide to understanding a 401(k) plan.

Your Estate Matters: Gifts, Estates, Wills, Trusts, Taxes and Other Estate Planinng Issues

Patti S. Spencer


This is a down-to-Earth guide to estate planning with a great sense of humor.

Your Money or Your Life

Joe Dominguez and Vicki Robin


For those struggling to make ends meet, this book provides ways to change your relationship with money and to get your spending under control.

Happy Money: The Science of Happier Spending

Elizabeth Funn and Michael Norton


Authors Elizabeth Dunn and Michael Norton have outlined five principles—from choosing experiences over stuff to spending money on others—to guide not only individuals looking for financial security, but also companies seeking to create happier employees and provide “happier products” to their customers.