Top 5 Financial Books of 2009

by Stacy Francis, CFP®, CDFA

I took a visit to the bookstore with Sebastian and Samantha for storytime this last week. I was also able to quickly browse the finance section, my favorite. This served as yet another reminder of how the economic landscape has changed. The titles that used to dominate the personal finance shelf: get-rich-quick mixed with investment ideas ranging from absurd to outrageous, have given way for ultra-conservative savings ideas and doomsday prophecies. While I have no intention to take part of all the fear and negativity, a few new titles did spark my interest:

  1. Suze Orman’s 2009 Action Plan: Keeping Your Money Safe and Sound by Suze Orman. Her books are always informative and down-to-Earth. Right now, we could all use some Suze Orman in our lives.
  2. Get a Financial Life: Personal Finance in Your Twenties and Thirties by Beth Kobliner. It’s short, sweet, to-the-point and, just as the title suggests, has everything a twenty- or thirty-something needs in order to get a financial life.
  3. The 250 Eldercare Questions Everyone Should Ask by Lita Epstein, because, quite frankly, aging is something we all need to worry about. And, as most of you know, planning ahead can –and usually does - make all the difference.
  4. My Money Matters: a 30-Day Plan to Build Peace of Mind & Long-Term Wealth by Galia Gichon. I love this book because it’s so hands-on. By following the steps she suggests, you really can take charge of your finances in 30 days.

Of course, I am also looking forward to:

  1. Rich Brother Rich Sister: Two Different Paths to God, Money and Happiness, by Robert and Emi Kiyosaki. Judging from the reviews, the only similarity between this book and Robert Kiyosaki’s blockbuster hit Rich Dad Poor Dad is the title. This time, he has thrown depth, narrative and spirituality into the mix, and I can’t wait to see the result.

Happy reading everyone!







Stacy Francis, CFP®, CDFA

Stacy Francis is the Founder, CEO and President of Francis Financial, Inc., a Wealth Management and Financial Planning firm. With over 18 years of experience in the financial industry, she is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Divorce Financial Analyst™ (CDFA™), and a Certified Estate Planning Specialist (CES™). She is the Co-Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter and a member of the Women Presidents’ Organization (WPO) and an honoree member of the Private Risk Management Association (PRMA). A nationally recognized financial expert, Stacy has appeared on ABC News, CNBC, CNN, PBS Nightly Business Report, The Today Show, Good Morning America, Fine Living Network, and The O’Reilly Factor. Stacy attended the New York University Center for Finance, Law and Taxation.