Resources
Affiliations
- Asset Strategies International - Assisting clients in globalizing assets for wealth protection.
- FICO Score and Credit Report - Purchase your credit score and credit report all in one place.
- Financial Planning Association
- Weber Hartmann - Experts in Swiss banking.
- Financial Integrity - Simply put, the program shows you how to transform your relationship with money and helps you use money as a tool to get on with the life you want to live.
- Nolo Press - Legal do-it-yourself resources.
- Your Money or Your Life - Nine Steps to Financial Independence
- Social Investment Forum - Offers comprehensive information and resources on socially responsible investing (SRI).
Recommended Reading - Personal
- Work Less, Live More - The New Way to Retire Early - Bob Clyatt
- The Millionaire Next Door - Thomas J. Stanley and William D. Danko
- The Power of Intention – Dr. Wayne Dyer
- The Seven Spiritual Laws of Success – Deepak Chopra
- The Soul of Money - Lynne Twist
- The Cultural Creatives: How Fifty Million People Can Change the World - Paul Ray and Sherry Anderson
- The World is Flat: A Brief History of the Twenty-first Century - Thomas L. Friedman
Recommended Reading - Business
- The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life - George Kinder
- The Number: A Completely Different Way to Think About the Rest of Your Life – Lee Eisenberg
- Deduct it! Lower Your Small Business Taxes – Stephen Fishman, Nolo Press
- Tax Savvy For Small Business – Frederick Daily, Nolo Press
- Running on Empty - Pete Peterson
- Perfectly Legal - David Cay Johnston
- What Wall Street Doesn't Want You to Know - Larry Swedroe
- What The IRS Doesn't Want You to Know - Martin S. Kaplan, CPA, and Naomi Weiss
- Hot, Flat, and Crowded: Why We Need a Green Revolution — and How It Can Renew America – Thomas Friedman
- Outliers: The Story of Success – Malcolm Gladwell
Mark Zaifman provided a dynamic, upbeat, knowledgeable and engaging presentation to our staff. I have found Mark's individualized financial counseling invaluable, and particularly appreciate his total commitment to helping me and my family meet our needs.
- John Records, Executive Director, C.O.T.S., Committee on the Shelterless, Petaluma, CA