The Accountant Books

The Accountant role in our life is about saving, investing, budgeting, and financing.  These are my top picks for getting a handle on your finances and securing a prosperous future 1. I’ve also included key online resources I’ve used.

General Personal Finance Books

Get a Financial Life: Personal Finance in Your Twenties and Thirties by Beth Kobliner

Financially Fearless: The LearnVest Program for Taking Control of Your Money by Alexa Von Tobel 

Intermediate & Advanced Investing

A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing  by Burton Malkiel

Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned in School by Andrew Hallam

How to Make Money in Stocks: A Winning System in Good Times and Bad by William J. O’Neil

The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk by William J. Bernstein

Building Wealth One House at a Time by John Schaub

The Only Guide to Alternative Investments You’ll Ever Need: The Good, the Flawed, the Bad, and the Ugly by Larry E. Swedroe

The Angel Investor’s Handbook: How to Profit from Early-Stage Investing by Gerald A. Benjamin

Other Finance Books

Lower Your Taxes by Sandy Botkin

Insurance for Dummies by Jack Hungelmann

Plan Your Estate by Denis Clifford


The Accountant’s Tools

Learnvest – Great app and online program for all your personal finance needs. The founder wrote Financially Fearless.

Schwab Bank High Yield Investor Checking Account –  The best in the business. Massive perks, plus it connects your personal checking account to an investment account. You can easily trade and research stocks.

Merrill Edge/BofA Prefer Rewards Account – This is a full suite of checking, savings, investing, and reward credit card options. At the Platinum level, you get 30 free stock trades a month (at other places, fees range from $9-$13 per trade).

Vanguard Funds – The largest provider of mutual funds in the world that offers many long-term investing instruments. Currently, the have over $4.4 trillion in assets under management. – Great site for budgeting information in your 20’s and 30’s.

Schwab Budget Calculator – All the essentials categories to plan an accurate budget. – An excellent website to do research on the best credit cards, mortgages, loans, etc.

Free Credit Report – Everyone is entitled to a free credit report every year: use it to improve your credit score.