Financial Advisory for Women

It's About Time.

 

    

Bell Tower Advisors Philosophy

  • We are independent
  • We are fee-only
  • We act as fiduciaries on behalf of our clients
  • We are committed to remain a boutique firm
  • We serve women (and like-minded men!)

Websites & Books

Useful Websites

Resources for women:

Women’s Institute for Financial Education:

Link to 100 best websites for women, by Forbes magazine:

A quiz to find your money personality:

Calculating your life expectancy:

Websites on Investing:

Retirement Planning:

Healthcare:

Resources for those looking for jobs later in life:

Tax information / forms:

For kids to learn about investing:

Books We Like

What follows is a list of some of the books I have read over the years that resonated with me. I have made some comments on some of them so you can see why I recommend that book.

On Finance and Investments:

  • Women’s Worth by Eleanor Blayney, 2010. While there have been many books written to help women with their investing needs, not one comes close to saying it like it is for us girls. Until this one. Eleanor cuts through the BS and explains investing and financial planning in plain English.
  • The Investment Answer by Daniel Goldie and Gordon Murray, 2011. I have given this short book to clients and some prospects. It is by far the best book for someone who wants the basics and to understand how our industry operates. When asked for the name of a basic book on investing, this is the one I give.
  • The Risk-Wise Investor, by Michael T. Carpenter, 2009. I originally picked up this book because I thought I might be related to the author (ha, I am not) but found myself amazed at how well this book describes risk and explains it in a way I’ve never heard before.
  • Prince Charming Isn’t Coming, by Barbara Stanny, 2007. A good wake-up call about why you need to take charge of your own financial life, even if your Prince Charming comes along someday.
  • Winning the Loser’s Game, by Charlie Ellis, 2002. He makes one of the best arguments for index investing I’ve ever read in this book’s first two chapters. If that is all you read, fine, but read those two chapters!
  • The Ultimate Financial Plan, by Jim Stovall and Tim Maurer, 2011. If you are looking for an easy to understand primer on the entire financial planning spectrum, this is it. Easy to read, easy to follow and as easy to implement as any book could be.

On Women:

  • Smart Women Break Free, by Gail Rentsch and Lynn Sherr, 2008. A great book for boomer women who are pondering what they should do next. So many choices!
  • When Everything Changed, Gail Collins, 2009. A look at what women’s lives were like in 1960 and what they are like today, and all that has happened inbetween.
  • Flying Solo (Single Women in Midlife), by Susan Stewart, 1995. If you are single, this is a great read if you want a reminder on all the wonderful things to love about being single. It is a new world out there.
  • The Vagina Monologues, by Eve Ensler, 2001. Every woman should read this book. You just should.

On Divorce:

  • Crazy Time by Abigail Trafford, 1992. A great book to remind you that you are not alone in this experience, at a time when you can’t imagine that anyone feels like you do.

On Life:

  • The Untethered Soul, by Michael Singer, 2010. This book helps you look at yourself from many different angles. Hard to do on your own! Pick it up if you want to learn more about your “inner dialogue”, too, or how to combat that little voice in your head that is always talking to you. And not always saying things you want to hear either!
  • Awakening the Buddha Within, by Lama Surya Das, 1998. The definitive book on Buddhism, at least from my perspective, and I have found this to be a fascinating way to practice living, or at least, to try. Makes a lot of sense on many levels.
  • Living in Gratitude, by Angeles Arrien, 2011. I just picked this up and it has 12 chapters for each month of the year, addressing different areas of your life. Did you know that gratitude boosts the immune system? Okay, so it’s a self help book. Who doesn’t need one once in awhile?

 

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