top of page





There is a time in most people’s lives when they stop, look around, and ask themselves, “What does all this mean? What is most important to me?” There is a strong human instinct to live a life of significance and to leave something of value behind. In the end, money is only a vehicle that is used to accomplish something else. An individual’s true assets are measured in the life they live and the people, experiences, and lessons that have shaped it. This concept is communicated beautifully in Jim Stovall’s novel, The Ultimate Gift. 



by Linda Ellis & Mac Anderson, Simple Truths, 2006


When Linda Ellis wrote her poem, "The Dash", in one afternoon, it would change her life forever. In 239 words, she captured the "Simple Truths" of why we were put on this earth.

Since then, The Dash has been published hundreds of times in books, newspapers, magazines and company newsletters. It has also been read countless times at company meetings, graduations and funerals. 


To A Child Love Is Spelled Time

by Mac Anderson & Lance Wubbels, FaithWords, 2004


Parents work very hard to give their children what they desire. Whether it be the newest video game or the latest fashion, they strive to make their children's lives better.  This book reveals the one thing children need the most is often in the shortest supply - their parents' time. The book encourages parents to make time for the things that are truly important.


Recovering From the Loss of a Sibling:

When a Brother or Sister Dies

by Katherine Fair Donnelly, 2000

Loss & Grieving

Numerous testimonials from surviving siblings of all ages form the foundation of this book.  It addresses the unique grief of siblings and the fact that sibs are often overlooked in the outpouring of support for parents.  It is insightful and comforting.  Recommended for siblings from age 10 to adult.


What Helped Me When My Loved One Died

by Earl Grollman, Beacon Press, 1982

Loss & Grieving

Rather than writing this book himself, Grollman has gathered the stories of bereaved people and let them tell in their own words what most helped them when they were grieving.  Insightful and touching, the book is recommended for those who are grieving, especially in the first 6 months to a year, and for those who deal with the bereaved.


When Your Spouse Dies: A Widow and
Widower’s Handbook

by Othniel Sieden and Jane Bilett, 2008

Loss & Grieving

This book is co-written by a widowed medical doctor and the psychologist who eventually became his wife.  They discuss financial issues and practical concerns while outlining an emotional roadmap to help guide widows and widowers as they heal and rebuild their lives.  Recommended for widowed people from the time of the death through the grief process.


I’m Grieving as Fast as I Can

by Linda Feinberg, New Horizon Press, 1994

Loss & Grieving

Largely told through the stories of clients, friends, and her own experience, Feinberg writes for young widows and widowers.  They often have small children, they immediately (whether they choose it or not) face issues of dating and sexuality, they feel the burden of the family’s needs, and they struggle with the sense of a stolen or empty future.  She sensitively covers issues relating to a relationship that was stormy or abusive, and even the loss of a fiancé.  Recommended for those under 50 who are widowed.


Nobody’s Child Anymore; Grieving, Caring, and Comforting When Parents Die

by Barbara Bartocci. Notre Dame: Sorin Books, 2000

Loss & Grieving

Through nostalgia, a variety of stories, instruction, and inspiration, Bartocci captures the unique loss and life issues that accompany the death of a parent for an adult child.  Unlike most grief books, she starts with the dying process, and then goes on to issues of grieving, caring for the surviving parent, and healing from the loss.  This wonderfully-written touching book is helpful to anyone.  Recommended from the time of a parent’s terminal diagnosis through the death and grief.


Beyond Driving with Dignity; The workbook for the families of older drivers

by Matthew J. Gurwell, 2010


This workbook has been designed to provide comprehensive steps for families to take as they evaluate an older adults' driving abilities and work through issues of a successful driving retirement.


How to Say It to Seniors: Closing the Communication Gap with Our Elders

by David Solie, Prentice Hall Press, 2004


In How to Say It to Seniors, geriatric psychology expert David Solie offers help in removing the typical communication blocks many experience with the elderly. By sharing his insights into the later stages of life, Solie helps in understanding the unique perspective of seniors, and provides the tools to relate to them.


Sudden Money: Managing a Financial Windfall

by Susan Bradley & Mary Martin, Wiley, 2000

Wealth Reception

Giving individual attention to each possible “sudden money” event, Bradley addresses their distinct tax consequences, insurance and estate planning considerations, as well as the crucial emotional component. She also shares advice on how to put together the proper team of advisors, including an attorney and a therapist. When correctly handled, an unexpected windfall can provide expected benefits that will continue far beyond the lifetime of the initial recipient---and turn sudden money into lasting wealth.


Preparing Heirs: Five Steps to a Successful Transition of Family Wealth and Values

by Roy Williams & Vic Preisser,

Robert Reed Publishers, 2010

Wealth Reception

Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and financial planners. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards of that wealth.


Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health

by Courtney Pullen, CreateSpace Independent Publishing Platform, 2013

Wealth Reception

90% of affluent families lose their wealth by the end of the third generation. The true tragedy is that, as the wealth dissolves, so does the family. Members often end up disconnected and embroiled in conflict. The book addresses how the other 10% achieve success and prosperity, enjoy the fruits of that success, and pass on a legacy of financial and emotional health through intentionality. Flourishing families consciously work to create legacies of stewardship, values, and balance. Intentional Wealth shares some of the strategies these thriving families use to help all their members build healthy, empowered relationships with money. 


Sudden Wealth...It Happens

by David Rust & Shane Moore, CreateSpace Independent Publishing Platform, 2011

Wealth Reception

David Rust and Shane Moore provide guidance and counsel to families and individuals that experience sudden wealth events. While each situation is always unique, in every instance the clients were fearful of making the wrong decisions. These experiences inspired Rust and Moore to write about how likely this type of situation is, and how financially and psychologically complex it is to go through. Through seven fictional stories, this book depicts families and individuals confronted with the reality of their own sudden wealth situations. The second section of the book provides a resource to assist readers in recognizing steps to take when faced with a sudden wealth situation. 


The Millionaire Map: The Ultimate Guide to Creating, Enjoying, and Sharing Wealth

by Jim Stovall

Wealth Reception

The Millionaire Map Reveals...
~ You can't expand your wallet until you expand your mind. 
~ Becoming a millionaire is not just about all the things you want to have, but it's about the things you want to do and give. 
~ In order to climb to the financial peak, you've got to crawl out of the valley of debt. 
~ You will either voluntarily control your money now, or it will force its control on you later.
~ The vast majority of people never arrive at their destination-not because they don't have what it takes but because they don't manage what they have. 


Wealth In Families

by Charles W. Collier

Wealth Reception

Wealth in Families addresses many of the questions of concern to families of wealth, including ways to teach values to your family through philanthropy. According to Collier, the hardest, yet most rewarding part of the planning process is asking essential questions about what people want to preserve – besides financial wealth – and how they can enhance each family member’s growth.


Navigating The Dark Side Of Wealth: A Life Guide for Inheritors

by Thayer Cheatham Willis

Wealth Reception

Navigating the Dark Side of Wealth details the pitfalls that wealth can lead people into. Material riches can cause morally corrupting and emotionally stunting effects, along with the pain and heartache that ensues. Thayer Cheatham Willis provides the needed guidance that, if taken to heart, can lead troubled inheritors to more balanced and fulfilling relationships.

Loss & Grieving
Wealth Reception
bottom of page