READING:
Here are some of my favorites:

Investing:
Bogle, John C. The Little Book of Common Sense Investing: The Only Way to Guarantee
Your Fair Share of Stock Market Returns. Hoboken: Wiley and Sons, 2007.
Ellis, Charles. Winning the Losers Game. New York: McGraw Hill, 1998.
Gibson, Roger. Asset Allocation. New York: McGraw Hill, 1990.
O’Shaughnessy, James P. How to Retire Rich. New York: Broadway Books, 1998.
———. What Works on Wall Street. New York: McGraw Hill, 1998.
Swedroe, Larry. The Only Guide to a Winning Investment Strategy You’ ll Ever Need.
New York: St. Martin’s Press, 2005.
Temkin, Bruce. The Terrible Truth About Investing. St. Petersburg, FL: Fairfi eld Press,
2000.
Tobias, Andrew. The Only Investment Guide You’ ll Ever Need. San Diego, CA:
Harcourt, 2002.
Ross, Ron.  The Unbeatable Market 
Bernstein, William. Four Pillars 
Kiyosaki, Guy.  Rich Dad, Poor Dad 

Children of Affl uence:
Gallo, Jon, and Eileen Gallo. Silver Spoon Kids: How Successful Parents Raise
Responsible Children. New York: McGraw Hill, 2002.
Owen, David. The National Bank of Dad. New York: Simon & Schuster, 2007.
Rottenberg, Dan. The Inheritor’s Handbook. New York: Simon & Schuster, 2000.

Philosophy and Personal Growth:
Berg, Adriane G. Financial Planning for Couples. New York: Newmarket Press, 1993.
Chilton, David. The Wealthy Barber. Toronto: Stoddart Publishers, 2002.
Clason, George S. The Richest Man in Babylon. New York: Penguin, 2007.
Kinder, George. The Seven Stages of Money Maturity. New York: Random House,
2000.
Mellon, Olivia. Money Harmony: Resolving Money Confl icts in Your Life and
Relationships. New York: Walker, 1994.
Needleman, Jacob. Money and the Meaning of Life. New York: Doubleday, 1991.
Nemeth, Maria. The Energy of Money. New York: Ballantine, 2000.
Twist, Lynne. The Soul of Money.

Financial Planning Basics:
Dominguez, Joe, and Vicki Robin. Your Money or Your Life. New York: Penguin,
2002.
Quinn, Janet Bryant. Making the Most of Your Money. New York: Simon & Schuster,
1997.
Ramsey, Karen. Everything You Know About Money Is Wrong. New York: ReganBooks,
1999.
Schwab, Charles. Charles Schwab’s Guide to Financial Independence: Simple Solutions
for Busy People. New York: Crown, 1998.
Tyson, Eric. Personal Finance for Dummies. Foster City, CA: IDG Books, 2007.
Orman, Suze. Women and Money. (INFO TO COME)
Bach, David.  Smart Women Finish Rich  (INFO TO COME)

Interview Participants’ Books and Websites:
ADYASHANTI Meditation teacher based in the Zen and advaita (non-dualism) traditions. Selected books: Emptiness Dancing, My Secret Is Silence, True Meditation, Impact of Awakening; http://www.adyashanti.org

A. H. ALMAAS Master teacher of spiritual self-inquiry. Selected books: The Inner Journey Home, The Pearl Beyond Price, Brilliancy; http://www.ahalmaas.com

AMMACHI Known as the “hugging saint.” Selected books: Messages from Amma: In the Language of the Heart; http://www.amma.org

KEN BLANCHARD Teacher, author, and business consultant. Selected books: The One Minute Manager, Leading at a Higher Level, Lead Like Jesus; http://www.kenblanchard.com/about/bios/ken_blanchard

JOHN BOGLE Founder of Vanguard Group. Selected books: The Little Book of Common Sense Investing, The Battle for the Soul of Capitalism; http://www.vanguard.com/bogle_site/bogle_home.html

DAVID BOOTH CEO of Dimensional Fund Advisors. Selected books: Trading Costs and Tracking Error; http://www.dfaus.com

HIS HOLINESS THE DALAI LAMA The head of state and spiritual leader of Tibet. Selected books: The Art of Happiness, The Wisdom of Forgiveness; http://www.dalailama.com

RAM DASS Former Harvard professor who became a leader of an Eastern spiritual movement for millions. Selected books: Be Here Now, The Only Dance There Is, Still Here; http://www.ramdass.org

DAVID DEIDA Focus on a nonreligious spiritual practice to create a connection between spirituality and sexuality. Selected books: The Way of the Superior Man, Blue Truth, Instant Enlightenment; http://www.deida.info

EUGENE FAMA Robert R. McCormick Distinguished Ser vice Professor of Finance, University of Chicago Graduate School of Business. Selected books: The Theory of Finance, Foundations of Finance; www.chicagogsb.edu/fac/eugene.fama

CHRISTINA FELDMAN Co-founder of Gaia House in England and a guiding teacher at Insight Meditation Society in Barre, Massachusetts. Selected books: Beginner’s Guide to Buddhist Meditation: Practices for Mindful Living, The Buddhist Path to
Simplicity; http://www.gaiahouse.co.uk

GIL FRONSDAL Zen and Vipassana teacher. Selected books: The Dhammapada: A New Translation of the Buddhist Classic; http://www.insightmeditationcenter.org

GANGAJI Freedom and inner peace inquiry based on teachings of H. W. L. Poonja, a disciple of Ramana Maharshi. Selected books: You Are That, The Diamond in Your Pocket; http://www.gangaji.org

JOSEPH GOLDSTEIN Vipassana teacher and co-founder of Insight Meditation Society in Barre, Massachusetts. Selected books: Insight Meditation: The Practice of Freedom, One Dharma; http://www.dharma.org/ims/joseph_goldstein.html

JERU KABBAL (DECEASED) Spiritual teacher and author. Selected books: Finding Clarity; http://www.jerukabbal.com

BYRON KATIE Creator of a body of self-inquiry work designed to help people end their own suffering. Selected books: A Thousand Names for Joy, Loving What Is; http://www.thework.com

RABBI HAROLD KUSHNER Rabbi and best-selling author. Selected books: When Bad Things Happen to Good People, Living a Life that Matters; http://www.tiofnatick.org

HARRY MARKOWITZ Nobel Prize–winning economist behind modern portfolio theory. Selected books: The Theory and Practice of Investment Management; http://rady.ucsd.edu/faculty/directory/markowitz

JOE MOGLIA CEO of TD Ameritrade. Selected books: Coach Yourself to Success: Winning the Investment Game; http://www.tdameritrade.com

MIKE MURRAY Venture philanthropist committed to economic and social empowerment of the poor. http://www.unitus.com/sections/aboutus/aboutus_board_mmurray.asp

THICH NHAT HANH Vietnamese Buddhist monk and leader of peace movement; nominated by Martin Luther King Jr. for Nobel Peace Prize. Selected books: The Art of Power, Peace Is Every Step, The Miracle of Mindfulness, Living Buddha, Living
Christ; http://www.plumvillage.org/

WES NISKER Vipassana meditation teacher. Selected books: Crazy Wisdom, The Big Bang, the Buddha, and the Baby Boom; http://www.wesnisker.com

CARRIE SCHWAB-POMERANTZ Senior Vice President and Chief Strategist, Consumer Education, Charles Schwab & Co., Inc. and President, Charles Schwab Foundation. Selected books: It Pays to Talk: How to Have the Essential Conversations
with Your Family About Money and Investing; http://www.schwab.com/public/schwab/research_strategies/market_insight/1/3/ask_carrie.html

MEIR STATMAN Glenn Klimek Professor of Finance, Leavey School of Business Santa Clara University. Selected books: Behavioral Finance and Decision Theory in Investment Management;
http://www.scu.edu/business/finance/faculty/profiles/statman.cfm

TSOKNYI RINPOCHE Tibetan meditation teacher in the Dzogchen tradition. Selected books: Carefree Dignity, Fearless Simplicity; http://www.pundarika.org

DAVID WHYTE Brings the insights of poetry to bear on the world of work. Selected books: River Flow: New and Selected Poems 1984–2007, Crossing the Unknown Sea; http://www.davidwhyte.com

RESOURCES:
Here are some useful websites and resources.

Stock and Market Information:
MSN Money: www.money.msn.com
Google Finance: http://finance.google.com/finance
The Wall Street Journal: http://online.wsj.com/home/us
Yahoo Finance: http://finance.yahoo.com
BigCharts (look up historical prices on almost any security): http://bigcharts.marketwatch.com/historical
Zacks.com: http://www.zacks.com

Calculators:
How much are you spending? http://www.youcandealwithit.com/budgeting_tools/budget_calculator.shtml
BankRate: http://www.bankrate.com/brm/rate/calc_home.asp

Financial Planning Industry:
The National Association of Personal Financial Advisors (NAPFA), the largest association of Fee-Only® financial advisors in the U.S.: http://www.napfa.org
The Financial Planning Association: http://www.fpanet.org
The Certified Financial Planner Board of Standards: http://www.cfp.net
The Chartered Financial Analyst Institute—CFA’s are highly trained investment specialists only: http://www.cfainstitute.org

College Planning:
The West Virginia Smart 529 is my favorite because of its investment choices and the ability to select age-based portfolios which adjust the asset allocation on your child’s ninth, fourteenth, and nineteenth birthdays: http://www.smart529.com
Tuition Finder allows you to find out the costs at any U.S. college or university: http://www.nces.ed.gov/ipeds/cool/Search.asp
College Savings Plan of Nebraska: http://www.planforcollegenow.com/
Utah Educational Savings Plan: http://www.uesp.org/

Socially Responsible Investing (SRI):
www.socialinvest.org  (Social Investment Forum) has many resources for SRI investors.
www.sriadvocacy.org provides good information on shareholder activism,
www.coopamerica.org/socialinvesting/shareholderaction is another great resource.

Debt Reduction Services:
www.nfcc.org   -- Consumer Credit Counseling Ser vices (CCCS) is a national network of nonprofit credit counseling agencies that examine a client’s income, expenses, assets, and liabilities and offer a range of possible options and solutions, giving clients the tools to better manage money going forward. In approximately 25 percent of the cases, CCCS ends up establishing a Debt Management Plan, whereby they try to help clients get their payments and finance charges reduced and consolidate the payments so that the clients can send them a monthly deposit for disbursement to their unsecured creditors. No matter how bad your situation is, CCCS has likely seen worse (800–388–2227).

General:
Social Security: http://www.ssa.gov/
Find a Lawyer: http://www.martindalehubbell.com
How to do things:   www.howtodothings.com