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Books with Ribbon

Wait, Is This a Gift or Homework? Five Books to Improve Financial Literacy

December 10, 2021

By Nicholas Breit

Partner, Director of
Financial Planning

Nick provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other high net worth investors. He services clients by providing advice and expertise on asset allocation, portfolio …

“An investment in knowledge pays the best interest.” – Benjamin Franklin

The holiday season is in full swing, and the countdown is on to purchase last-minute gifts. Rather than simply wrapping up gift cards or the latest tech gadget, why not consider the gift of financial knowledge? Preparing the “next generation” to make sound financial decisions is a priority for many and the start of a new year can be the perfect time to focus on this goal. Because finding where to even begin can be challenging, we compiled a short list of personal finance and investing books which can make great gifts.

1. The Infographic Guide to Personal Finance: A Visual Reference for Everything You Need to Know
By Michele Cagan, Elisabeth Lariviere
December 2017

2. Get a Financial Life: Personal Finance in Your Twenties and Thirties
By Beth Kobliner
March 2017

3. The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness
By Morgan Housel
March 2021

4. How to Adult: Personal Finance for the Real World
By Jake Cousineau
March 2021

5. Investing for Kids: How to Save, Invest and Grow Money
By Dylin Redling & Allison Tom
December 2020

At Fiducient Advisors, we recognize that, as fiduciaries, we are entrusted with managing and growing our clients’ assets, while also providing ongoing education that can equip other family members to successfully navigate life’s many financial challenges.

While the gift of “financial knowledge” may not be the most exciting gift in the eyes of the recipient, it could prove to be the most valuable long-term present the “next generation” will receive. Best wishes to you and yours for a wonderful holiday season!

For more information, please contact any of the professionals at Fiducient Advisors.

The information contained herein is confidential and may not be disseminated or distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecasts represent future expectations and actual returns, volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is a possibility of a loss.

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