Working with clients over the years, we’ve observed how it’s never too early or too late to learn about effective money practices that can affect various areas of life. Many people never receive a basic introduction to money management, which is why Opes’ Trusted Referral Partner, Ann Timoney, has created an all-ages reading list, spanning from children to adults, to share her passion for financial literacy.
Hear about some of her favorites from the list:
We encourage you to share this list of vetted resources with your kids, friends, and co-workers as a great way to learn more about sound financial stewardship alone or as a family. If you’d like other financial literacy resources or to discuss your specific situation or concerns, please contact our team. You can also get a baseline of your financial standing and guidance on various next steps by completing our Wealth Assessment.
View the full list:
AGES 4 TO 7
– The “Money Bunny” books by Cinders McLeod are a series that shares charming stories and lessons for young children.
AGES 7 TO 11
– “The Everything Kids Money Book” by Brette McWhorter Sember, includes great content and 30 puzzles.
Teens
– “Personal Finance for Teens” by G. G. Cunningham.
– Check out the Greenlight app for youth to learn how to handle money.
Teens to Young Adults
– “The Latte Factor” by David Bach is a fable about money.
– “Financial Literacy For Young Adults Simplified” by Raman Keane covers multiple topics.
Young Adults to Adults
– “The Finish Rich Dictionary — 1001 Financial Words You Need to Know” by David Bach is a great reference tool for individuals and families.
– “The Armchair Economist: Economics & Everyday Life” by Steven E. Landsburg.
– “Social Security Basics” by Devin Carroll simplifies the Social Security maze.
– “The Millionaire Next Door” by Thomas J. Stanley and William D. Danko.
TRANSCRIPT:
Ann Timoney (00:00- 01:37)
I’ve always had a passion for financial literacy for children through adults. I’ve worked in the financial field for many years, and I find there is information missing for people with an orientation to good money practices. So I made a resource for people — a reading list that takes care of children starting at age four up through adults.
You can find it on our website at opeswealth.com. To give you an example of books that are available — and by the way, I’ve reviewed all the books on the list — my favorites, I think, are the first four. It’s a series of books for ages four through seven called the “Money Bunny” books.
The books are called “Earn It,” “Save It,” “Spend It,” and “Give It.” They are charming lessons about money for kids. The money in the books is carrots, which makes it even cuter. There’s a selection for up to age 11 called the “All Kids Financial Book,” with 30 different puzzles in it for the kids to work through. There’s a teen selection, young adults, and a selection for adults as well.
I invite you to go get the list. Many people have gotten the book series for young children, and the kids are really enjoying it. And the parents as well.
Written by: Ann Timoney
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