I received a free copy of this book in exchange for a fair and honest review. All opinions are my own.
A young boy learns the highs and lows of owning his own business and how hard work can make dreams become a reality in authors A.D. Williams and Kendal Fordham’s “Lemons and More Lemons.”
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The Synopsis
Mark has big dreams and even bigger plans.
Since opening his lemonade stand, Mark has learned that running a business is more than just making money—it’s about working hard, learning from others, and believing in yourself. With the help of his family, a special notebook, and even a wise squirrel, Mansa… Mark is ready to grow his lemonade stand to new heights.
But along the way, he faces challenges that test his smarts and creativity. From adding new flavors to his stand, dealing with friends, and deciding if he’s ready to bring on a partner, Mark learns valuable lessons about family, business, and never giving up.
Lemons and… More Lemons by A.D. Williams and Kendal Fordham is an inspiring, fun-filled story that shows young readers—and adults—how big dreams can turn into reality with a little grit, a lot of heart, and of course, a splash of lemonade.
The Review
What a genuinely thoughtful and engaging read. The author does an incredible job of presenting a children’s story that both entertains and informs young readers. While infusing the narrative with humor and heart through Mark’s friendships and adventures in building up his lemon stand business, the author also takes the step to begin educating young readers on the world of business and finances.
Using Mark’s story, the author can introduce concepts about business and entrepreneurship, such as expenses and profits, investing in your business, going into debt, and so much more. The author did a great job of balancing this educational narrative with rich character dialogue and interactions that made the book feel relatable and entertaining.
The Verdict
Heartfelt, engaging, and memorable, authors A.D. Williams and Kendal Fordham’s “Lemons and More Lemons” is a must-read children’s book. The book is the perfect transition book for children going into their preteen years, as they engage in longer form content in their books and begin to educate themselves on real-world topics through the lens of entertaining interactions, making this one book parents won’t want to miss out on getting for their children. If you haven’t yet, be sure to grab your copy today!
Rating: 10/10
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About the Authors
Award-winning author A.D. Williams learned early on how powerful representation is in books. Ensuring that kids can see and feel success through the lens of characters that look and face many of the same challenges they do. When I was growing up no one talked about investing, wealth, business plans or how to acquire real wealth,” said A.D. His underlying motivation is that this book will ignite discussions around finances in households across the world and be a seed that blossoms until wealth equity for our children. In addition to his writing, A.D. is a children hospital administrator, private investor, and entrepreneur.
Kendal Fordham grew up in a home brimming with financial literacy. Her father tried eagerly to engage all his children in economics, financial planning, and investing as children. Out of the three children, Kendal found it fascinating. Straight out of college, Kendal studied hard and became a fully licensed Financial Professional. A year later as a Dave Ramsey endorsed financial professional, she started her own business as a financial and investment advisor. It didn’t take long for her to realize the value in her skillset, but after becoming a mother, Kendal saw how crucial it was to plant the seed of this knowledge into our youth. Kendal is the mother to 2 young children, a landlord, a multi business owner, a mentor, and now, an author.
I received a free copy of this book in exchange for a fair and honest review. All opinions are my own.
Author Kevin L. Glaser shares his knowledge and experience within the insurance industry to help people better understand how coverage works in Inside the Insurance Industry: Fourth Edition.”
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The Synopsis
This comprehensive guide is perfect for anyone seeking to navigate the complexities of insurance, including individuals, business owners, students, attorneys, risk managers and insurance professionals.
Highlights of this book include:
New insights into managing risk and emerging industry trends.
Expanded sections on pricing, claims processes, and securing the best insurance deals.
Clear explanations of insurance company operations and how departments affect policyholders.
Practical tools like a sample Insurance Proposal Worksheet.
Tips for avoiding litigation and effectively handling insurance claims.
A glimpse into the future of insurance and its potential impact.
During a professional career as an insurance consultant spanning over 20 years, the primary focus during each project was to both enhance insurance coverage and save money for clients. This approach has been carried over into the contents of Inside the Insurance Industry – Fourth Edition, where readers can both improve their insurance knowledge and save more money than was spent on this book.
Written in plain language, this book breaks down industry jargon, offering actionable advice for saving money and making informed decisions. Whether you are new to insurance or looking to deepen your expertise, this resource is designed for you!
The Review
This is a truly informative and engaging read. The author does a remarkable job of outlining the ins and outs of insurance companies, how they work, and how both individuals and businesses can learn and adapt to these companies in their own lives. The author’s ability to provide so much detail yet write in such a succinct and engaging way made the subject matter feel meaningful and educational all at once.
The author’s ability to illuminate the information provided in this book was phenomenal. The author delves into everything from risk management to specific aspects of insurance companies, such as how claims adjustors work and their ultimate goals when working with those looking to make insurance claims. Because of that, readers can better understand the process of attaining and utilizing insurance as a whole.
The Verdict
Thought-provoking, enlightening, and memorable, author Kevin L. Glaser’s “Inside the Insurance Industry: Fourth Edition” is a must-read nonfiction book on the insurance game. The book gives readers an in-depth look into insurance, from specific tools such as sample worksheets to a full appendix explaining the language of insurance practices, along with a specified case study. If you haven’t yet, be sure to grab your copy today.
Rating: 10/10
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About the Author
Inside the Insurance Industry – Fourth Edition: Insurance Help for Individuals and Businesses is Kevin Glaser’s most recent book. This edition expands prior topics, contains several new ideas to help readers save money, and assists with making informed decisions. Ultimately, it helps to avoid out-of-pocket payments resulting from inadequate coverage or failing to address uninsured risk exposures.
He has written other well-received books. Inside the Insurance Industry – Third Edition is a consumer-focused book that describes topics such as the inner workings of insurance companies and how insurance is sold. By better understanding the insurance process consumers can both save money and obtain broader coverages.
The Great Tompall: Forgotten Country Music Outlaw is an in-depth biography of Kevin’s uncle, Tompall Glaser, an iconic and influential country music performer and business owner during country music’s outlaw era. Tompall often stood alone in his fight for artistic freedom for Nashville musicians and he paid the price. While he became the “forgotten outlaw,” this book explains the significant roles he played in the development of country music during the 1950’s through the 1980’s.
Glaser’s primary occupation involves providing insurance and risk management consulting services, litigation support and expert witness testimony across the USA.
I received a free copy of this book in exchange for a fair and honest review. All opinions are my own.
Author Tanya Taylor shows readers the path to total financial freedom in the book “Broke to Wealth”.
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The Synopsis
Start Your Path to Financial Freedom with “Broke to Wealth” by Tanya Taylor
Dive into the world of smart financial management with “Broke to Wealth” Authored by finance expert Tanya Taylor, this book delivers over two decades of personal finance wisdom directly to you. Inside, you’ll uncover practical tips and real-world strategies to secure and enhance your financial well-being.
Why You’ll Love “Broke to Wealth”:
Strong Financial Foundations: Discover how to establish the strong financial footing necessary to support your future dreams.
Smart Money Management: Learn strategies for overcoming debt, making wise investments, and safeguarding your financial future.
Sustained Growth: Tanya shares her insights on not just achieving but maintaining wealth through life’s ups and downs.
Inspiring Success Stories: Be motivated by the stories of real people who’ve turned their financial lives around using these methods.
What’s Inside:
Straightforward steps to define and achieve your financial goals.
Advice on managing debts and smart investing.
Insights into how your mindset can impact your finances.
Tips for effective budgeting, saving, and increasing your income.
Ready to Transform Your Financial Life?
If you’re tired of financial stress and ready for financial stability and wealth, “Broke to Wealth” is the guide you need. Tanya Taylor breaks down complex financial concepts into enjoyable and actionable lessons. Whether you’re planning for retirement or saving for your next vacation, this book provides the tools you need for financial success.
Take action today for a better tomorrow—add “Broke to Wealth” to your cart and start building a more prosperous future now!
The Review
This was a truly insightful read. The author did a wonderful job of writing in a way that both experts in finance and everyday readers would be able to understand and relate to. The author’s personal background at the start of the book not only inspires the reader but showcases the extensive training and experience that brought these strategies to life and led to a well-researched book.
The balance the author struck between financial stability and wealth development was great to see, as was the way in which the author defined wealth. Rather than focus solely on numbers and figures, the author showed strategies like making a spending plan or how to create an emergency fund and also showed the biggest differences and connections between income and financial stability. The way the author honed in on side hustles and passive income really spoke to me and will speak to so many who are seeking ways of improving their family’s financial situations altogether.
The Verdict
Thought-provoking, memorable, and engaging, Tanya Taylor’s “Broke to Wealth” is a must-read financial nonfiction book. The knowledge and experience the author brings to this book and the strategies developed will make it a great reference guide for anyone looking to assist in their financial development. If you haven’t yet, be sure to grab your copy today!
Rating: 10/10
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About the Author
Tanya Taylor, Founder & CEO of Grow Your Wealth, is a seasoned financial coach, CPA, and an award winning author. With over two decades of expertise in personal finance, Taylor’s journey from undocumented immigrant as an impoverished Jamaican, traversing to the US alone at 16, to financial guru has inspired thousands worldwide. Tanya’s core belief relies on a balance of wealth building and personal goals, in which she continues to jet-set the world with more than 60 countries visited.
Featured in prestigious publications like Black Enterprise and Business Insider, she is renowned for her transformative insights on wealth-building and financial literacy. Taylor’s dedication to empowering individuals to overcome financial barriers resonates deeply with audiences as she shares her compelling story of resilience and success. Through her impactful speeches, coaching programs, and media appearances, Taylor continues to lead a movement toward financial empowerment, guiding individuals to achieve financial freedom and security, regardless of their starting point.
Prior to founding Grow Your Wealth, Tanya spent 24 years in the financial services industry in accounting and risk bringing together perspectives and insights from a variety of roles including as an auditor (Deloitte), accounting policy (Moody’s Investor Service & New York Life), and banking regulator (Federal Reserve Bank of New York).
I received a free copy of this book in exchange for a fair and honest review. All opinions are my own.
Discover the best practices and principles to properly invest in cryptocurrency in the book “Cryptocurrency Investing: The Fundamental Analysis Guide”.
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The Synopsis
Uncover the mysteries of successful crypto investing with this all-encompassing guide to fundamental analysis.
Cryptocurrency, one of the most exciting and revolutionary investment forms of the 21st century, continues to evolve. As it does, the potential for smart, sustainable investment increases. However, with these great opportunities come considerable risks. This is where this comprehensive guide becomes your essential companion.
Embark on an in-depth journey through the complexities of crypto investing, guided by the insights of fundamental analysis. This is more than just a book; it’s your roadmap to navigating the volatile waves of the crypto market, designed to steer you toward your financial goals.
This book will educate you on everything you need to know about crypto investing, from the fundamentals of investments to advanced portfolio management strategies. Dive into the art and science of fundamental analysis, a strategy respected in traditional finance and now cleverly adapted for the crypto sphere.
The guide is designed for everyone, whether you’re a newcomer to the crypto world or a veteran investor seeking to expand your knowledge.
Here’s what awaits you:
• A deep understanding of cryptocurrency investment backed by evidence and experience.
• Strategic insights drawn from traditional finance enable wise decision-making.
• Examining crypto’s interaction with various fields broadens your investment viewpoint.
• A detailed guide to devising and implementing a successful investment strategy.
• Methods to identify, select, and invest in top-tier crypto projects.
• Resources to manage your portfolio, reduce risks, and accurately track your investment progress.
Distinguish yourself from the speculative crowd. This book simplifies complex concepts into practical knowledge, avoiding baseless predictions and technical jargon. Instead, it offers a balanced, unbiased perspective on crypto investing, highlighting the unique benefits of cryptocurrencies, including Tokenomics, decentralized finance (DeFi), and more.
This guide is organized into three key sections—Portfolio Management, Investment Strategy, and Investment Implementation—providing a step-by-step path to crypto investing expertise. From setting achievable financial goals, building a solid portfolio, identifying innovative crypto projects, and refining your investment strategies, we’ve got you covered.
It’s more than just a book; it’s a mentor, a guide, and a market ally all in one. This is the result of years of expertise designed to protect you from the pitfalls of crypto investing while accelerating your journey to success.
Grab this opportunity to be at the cutting edge of the crypto revolution. Arm yourself with the knowledge, strategies, and confidence to prosper in the dynamic world of cryptocurrency investing. Your journey to financial empowerment begins here. Don’t just observe the crypto wave—surf it. Order your copy now and start an investment journey that could transform your financial future.
The Review
One of the things that immediately stood out to me as a reader was the accessibility of the subject matter. Personally, finances and investment, as well as cryptocurrency, have always been a mystery to me, and finding a means of connecting the average reader, such as myself, to these industries has always been a challenge. Still, the author does a marvelous job of writing in a way that explains the intricacies of cryptocurrency and relates to the reader in the process.
The insight and detail the author goes into is brilliantly laid out. Not only does the author go into managing one’s portfolio and the reasons one should invest, but also what goes into trading and the different cycles in the market overall. The strategies and step-by-step guide give readers a blueprint to success while cautioning readers on all the risks involved, creating the perfect balance.
The Verdict
Educational, memorable, and insightful, Crypto Engineer’s “Cryptocurrency Investing: The Fundamental Analysis Guide” is a must-read nonfiction business and financial book. The knowledge and guidance the author provides will not only expand readers’ knowledge of cryptocurrency as an industry but also help those looking to expand their ongoing investments. If you haven’t yet, be sure to grab your copy today!
Rating: 10/10
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About the Author
For the last ten years, Crypto Engineer has worked as a consultant and manager in the IT industry. He also owned a software company and a fintech start-up.
He invested his financial surplus in the stock market. After learning about cryptocurrencies, he also entered this space. In the absence of a complete guide, he learned from his mistakes.
In 2021, he started publishing educational content on X (Twitter) as a Crypto Engineer. He aimed to professionalize the industry by sharing how to invest in this market.
He won many competitions for the best crypto writer and earned thousands of dollars (you can find more details on his website). This demonstrated the demand for high-quality content about investing in cryptocurrencies.
I received a free copy of this book in exchange for a fair and honest review. All opinions are my own.
Author Lori Van Dusen shares the roller coaster that was her rise in the world of Wall Street in the memoir “Running with Grace”.
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The Synopsis
Nothing about Lori Van Dusen’s childhood indicated she’d become one of the nation’s top independent financial advisors. She was born prematurely with a genetic blood disorder. Her parents divorced when she and her twin brother were less than a year old. But her big, boisterous, loving Italian family, led by her beloved grandfather, a first-generation American with only an eighth-grade education, taught her that the only limitations in life are those we impose on ourselves.
As a young person, Lori wanted to sing on Broadway, not manage money on Wall Street. But in 1986, this quiet, serious young woman walked into the rough-and-tumble, eat-what-you-kill world of Shearson Lehman Brothers and never looked back. She fought her way to the top by thinking outside the box and working her ass off despite the jeers, insults, and sideways glances. Her secret weapon? A need to prove herself so strong she could outwork anyone.
But Lori’s trajectory to the top was not a straight, upward line; it was a rollercoaster. She hit the pinnacle of success only to have it ripped away in a legal battle with one of the biggest banks in the world. She was raped by a PhD candidate at Harvard, swindled by a business partner, and battled two life-altering medical diagnoses. None of that, though, would compare to having the two people she loved most in the world taken way too soon.
Despite the fear and pain, Lori remained hopeful and resilient. In this memorable, poignant, and inspiring memoir, she shares her lowest lows and highest highs as well as hard-earned wisdom from her bumpy personal, professional, and spiritual journey. Life was never meant to be fair, she learned, but we must keep running with grace if we are to find purpose and joy in the face of adversity.
The Review
This was a moving and compelling read. The author did an incredible job of layering this narrative and true story with a healthy balance of drama and heart. The author’s personal tale brought the detailed aspects of the financial industry to life, and her experiences while making her way up the corporate ladder were insightful and engaging.
Yet, it was the heart that was poured into this narrative that made the story so gripping. The memoir proved to be more about the trials and tribulations that the author faced both in their personal and professional life rather than a linear tale of the world of Wall Street, and this allowed the reader to connect and fully feel the emotional weight of the author’s life experiences. The tension and heartbreak the author’s life touches upon and how she overcame tragedy to become the person she is today send a sad yet uplifting message that readers can resonate with powerfully.
The Verdict
Remarkable, insightful, and engaging author Lori Van Dusen’s “Running with Grace” is a must-read memoir and business book. The heartfelt delivery of such a personal story and its impact on the author’s life and readers looking to make their mark in the world will keep people invested in this thoughtful and heartening read. If you haven’t yet, be sure to grab your copy today!
Rating: 10/10
About the Author
Lori Van Dusen, CIMA®, is the Founder and CEO of LVW Advisors, a registered investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States. An advocate of client-focused strategies for more than 25 years, she has become the voice of reason for providing comprehensive integrated solutions in a fragmented financial services industry.
Lori began her investment advisory career in 1987 with Shearson Lehman Brothers, which was later acquired by Citigroup Smith Barney. By 2004, she had achieved the title of Managing Director with Citigroup Smith Barney. She founded LVW Advisors in 2011.
A recipient of numerous accolades, Lori was named to Barron’s Financial Advisor Hall of Fame, which recognizes advisors who have appeared in 10 or more of Barron’s annual Top 100 Advisor rankings. Additionally, Lori was ranked #1 in New York – NY State on Forbes’ 2023 and 2022 Best-In-State Wealth Advisors list, and has been ranked for five consecutive years on Forbes’ America’s Top Wealth Advisors list and Forbes’ America’s Top Women Advisors lists. In 2022, she was named CEO of the Year by Institutional Investor’s RIA Intel.
In recognition of her involvement in the Rochester community, Lori was recognized in the Rochester Business Journal’s 2023, 2022, and 2021 Power 100 list and received the 2020 Women of Excellence distinction with the Circle of Excellence honor. The Circle of Excellence recognizes a small group of women each year with longstanding, notable success in the community who are leading the way for other women. Additionally, Lori was inducted into the 2019 Rochester Business Hall of Fame and joins a prestigious list of Rochester business leaders who have been previously inducted. Lori has also been recognized by the Girl Scouts of Western New York as one of the 2019 Women of Distinction.
Lori is passionate about numerous philanthropic causes, serving on several boards focused on urban education, health and wellness and the fine arts, including the Monroe Community College Foundation Board, the University of Rochester Medical Center Board, the F.F. Thompson Health System Board, and the Memorial Art Gallery Board of Managers.
Lori was one of the founders of the Association of Professional Investment Consultants (APIC) and Citigroup Institutional Consulting. She holds the Certified Investment Management Analyst® designation, administered by the Investments and Wealth Institute® (formerly IMCA) in conjunction with The Wharton School. Lori received her undergraduate degree from Ithaca College and a Master of Education from Harvard University.
Lori is the author of the Wall Street Journal bestselling book Running with Grace: A Wall Street Insider’s Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity, published in 2023.
A native of Rochester, New York, Lori is a long-distance runner and an avid yogi, and enjoys decorating and savoring the area’s local music scene. She regularly cooks and hosts large Italian meals for her family and friends.
No compensation was paid to obtain the above awards. LVW Advisors paid a fee for promotional materials related to Forbes and Barron’s awards. Please see our Disclosures page for additional information.
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Interview with Author Lori Van Dusen
1) Tell us a little bit about yourself. How did you get into writing?
I’ve always had a connection to the page. I believe writing regularly helps me be more creative and also helps flesh out ideas. I’ve been writing regularly since university. I’ve contributed a number of white papers to my industry journals, write out every speech I’ve ever delivered and journal daily as a way to relieve stress and organize my thoughts. I will admit though, I’d never considered myself a writer with a capital W, and certainly never appreciated how hard it was to write a book.
2) What inspired you to write your book, Running with Grace?
I began writing Running with Grace as a personal journal to help with my healing process from the unexpected loss of my husband. When I lost my mom, just a short time later, I wished she had captured her life story for me before she passed away from cancer. I miss her every day, and thought if I had her with me on the page, it would be such a comfort.
I started the project as a way to capture my life’s stories for my sons, and as I shared it with people, including my sons, they all encouraged me to collect the stories into a book to publish them.
3) What theme or message do you hope readers will take away from your book?
Resilience, for sure. I am hoping the book inspires people to find their inner strength and embrace moving through all the things that happen to them, both the good and the horrific. I don’t think you don’t need to go through unspeakable tragedy to be wise, but as I look at my life now, I realize that I am a much wiser and more thoughtful person for going through the loss of my husband and mother.
If my book helps people even get through one day a little lighter, then I think it will have been worthwhile.
It’s been so gratifying to me to see the reviews from people who have read the book. Running with Grace is a Wall Street Journal bestseller and been praised for its “emotional power” by Kirkus Reviews and Readers’ Favorite describes it as “a story of triumphs and defeats inspiring readers to never give up.”
4) What drew you into this particular genre?
I never thought I would write a memoir. I had been toying with writing a book of business lessons from a woman in finance and I had even began an outline before my husband died.
After my husband died, I started to believe there had to be a reason all these tragic things had happened to me, and that I wanted to share the lessons that I had learned. It’s such a deeply personal book that the only way I thought to reach people was to write it as a memoir. My individual stories became chapters with the thread of resilience tying them all together.
5) If you could sit down with any character in your book (apart from yourself!), what would you ask them and why?
Without a doubt, my grandfather. I have so many questions for him that as a child I would have never thought to ask. I would love to learn more of his story–about his upbringing and how he became the person of such deep integrity. I’d also love to know what it really felt like when as a man in his middle age he became essentially the father to twin babies. I can’t imagine that was easy, but I never felt anything but love and support from him.
6) Has there been a social media site in particular that has been the most helpful in developing your readership?
LinkedIn has been hugely beneficial for me. Not only is it the only social media site I personally spend time on, but I’ve found the connections I’ve made to be richer and more fruitful. LinkedIn recently connected me to a podcast series, that invited me to do a live chat for their subscribers. To support the event, they purchased books as well as interviewed me. LinkedIn hasn’t been overwhelmed by the noise of the other social media platforms, yet. And I am hoping it stays that way.
7) What advice would you give to aspiring or just starting authors out there?
Find a great editor. No one writes a book alone. The book writing process is much more difficult than I expected. I independently published and invested in professionals to guide me through what feels very much like the wild west process.
I also suggest an aspiring writer assemble a group of trusted beta readers who will give candid feedback. My beta readers were incredibly helpful, especially at identifying some of the business discussions that were too insider baseball for a wider audience. Every writer (and person really) has inherent biases and a diverse group of outside readers can spot them for you. Include people who don’t know you personally to get the most objective feedback.
8) What does the future hold in store for you? Are any new books/projects on the horizon?
If readers learn anything from the book it is that the old Yiddish adage “Man Plans and God Laughs” is true. It’s futile to control the future. The only thing you can control is your actions in the present. My life has played out in no way that I had ever envisioned and my hope is that this book will introduce me to an audience outside the finance community as the message is really relevant to women and men everywhere.
I received a free copy of this book in exchange for a fair and honest review. All opinions are my own.
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A young girl named Mabel learns the value of her money in the book “MoneyWise Mabel’s Bursting Bank” by Kalee Boisvert.
The Synopsis
What should Mabel do now that her piggybank is full to the brim? Buy lots of candy? Spend it all on that toy she’s been eyeing? Finally get that unicorn sprinkler that sprays water from its horn?
When Mabel pulls her piggy bank out from under the bed, it’s stuffed. She can’t fit one more coin inside–Piggy is bursting!
What should Mabel do with all that money? Buy candy? Toys? Games!? Mabel’s so excited that her bed becomes a trampoline and she wants to spend it all. But then her mother explains that money doesn’t have to burn a hole in your pocket—a lesson that sends Mabel on a journey to learn what it means to become “moneywise.” Follow her as she takes her first steps to independence by opening a bank account!
Teach your school-aged kids fundamentals about money management with this approachable, fun, and charming debut from Kalee Boisvert, full of colorful illustrations and easy-to-understand concepts.
The Review
This was a heartwarming and educational children’s book. The author was able to bring together lighthearted imagery and illustrations through this book to help illustrate the themes and message behind the narrative in a way that felt very inviting and engaging to the reader. The way the author was able to maintain that imaginative nature to the overall story while still balancing that with the knowledge being given to the children reading this book was incredible.
This story shined best when the author’s lessons being taught to the children were on display, and the fun illustrations really drew the reader into the story and what was being taught perfectly. The way this story appeals to both a child’s desire to learn and grow and a parent’s desire to bond and share that learning experience with their child was great to see come through on the page and made this a memorable reading experience.
The Verdict
Fascinating, engaging, and memorable, author Kalee Boisvert’s “MoneyWise Mabel’s Bursting Bank” is a must-read children’s book. The beautiful illustrations and the important message of money savings not only illustrated the author’s own experiences, but the emotional underlay that this story held that brings parents and children alike together during this reading experience. If you haven’t yet, be sure to grab your copy today!
Rating: 10/10
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About the Author
Kalee Boisvert has been in the financial industry for over fifteen years, but her love of money began very young. Growing up in a single parent household, she watched her mom struggle with finances and wished there was something she could do to help. She wasn’t going to allow her circumstances to define her, and thus her own journey into financial literacy and wealth management began. Kalee now has an MBA in Finance from the Haskayne School of Business and is a financial professional whose focus remains on sparking healthy and positive conversations around wealth and investments. She is also a proud mom to eight-year-old Ivy and new baby Jax. She lives with her family in Calgary, Alberta. MoneyWise Mabel’s Bursting Bank is her first book for children. Her self-help title Make Money Your Thing will be released by RE: Books in Spring 2023.
I received a free copy of this book in exchange for a fair and honest review. All opinions are my own.
Author Kalee Boisvert takes readers on a journey to discover the means for women to take control of their finances in her book “Make Money Your Thing: Every Day Advice To Organize Your Money and Your Life”.
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The Synopsis
Making Money Your Thing Is Easier Than You Think . . .
With inspiration from her own life, Kalee Boisvert has developed an easy-to-use system for women, young and old, to take control of their finances.
Make Money Your Thing is an approachable guide to take women on a journey from avoidance and overwhelm to feeling comfortable and in control of their finances. This book provides simple action steps to learn the basics of money management, understand the importance of balancing the books, and embrace the uniqueness of your own personal situation. The end result is women feeling good about where their finances are right now, and building a solid foundation for where you want to go in the future. When money is your “thing” you can feel completely at ease about making it work for you–and feel confident that your financial goals and dreams are all very possible.
With clear, simple steps, and easy-to-follow instructions, you’ll be making money your thing in no time!
Some of the concepts you’ll explore in the book.
● Transforming money mistakes into money wisdom
● Keep the focus on what you can control
● Step into your power: become a money boss
● Go on a date with your money
● Embrace your money uniqueness
The Review
One of the first things that stood out to me was how much the book honed in on the ways in which women are impacted by the financial world and how women are treated in the world of finances as a whole. Like so many areas of life, finances have been deemed “male-dominated” by so many people over the years. Far too often women are overlooked or put aside by men when it comes to how households handle their financial situations. The relatability of the author’s writing and the realistic tone the experiences the author deals with take will strike a chord with many readers, especially women.
The other thing that really stood out to me was the author’s approach to finances overall. Rather than writing in a way that sounds like a financial advisor, the author approaches this from an educational point of view, blending personal experiences with the lessons learned from those experiences. The emphasis is put on everything from being open to learning about the way money works and the importance of investments to increase one’s wealth, to focus on what you can control financially and the impact taking control of one’s finances can have on other areas of life made this book stand out in a unique way.
The Verdict
Memorable, educational, and thought-provoking, author Kalee Boisvert’s “Making Money Your Thing” is a must-read nonfiction book on finances and empowerment. The connect ability of the author’s message to readers and the emphasis the author puts on empowerment through financial security and understanding will make readers eager to learn more and go back to the book repeatedly. If you haven’t yet, be sure to preorder your copy of this book today or grab your copy on August 28th, 2023.
Rating: 10/10
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About the Author
Kalee Boisvert has been in the financial industry for over twelve years, but her love of money began very young. Growing up in a single parent household, she watched her mom struggle with finances and wished there was something she could do to help. She wasn’t going to allow her circumstances to define her, and so, her own journey into financial literacy and wealth management began. She chose to become a financial advisor to empower and support women to put an end to their money-related stress.
Kalee has an MBA in Finance from the Haskayne School of Business, is a certified Financial Advisor whose focus remains on sparking healthy and positive conversations around wealth and investments. Kalee is also the proud Mom to eight year old Ivy and new baby Jax. She lives with her family in Calgary, Alberta. Money Wise Mabel’s Bursting Bank is her first book for children. Her title, Make Money Your Thing, will be released by RE: Books in Spring 2023.
1) Tell us a little bit about yourself. How did you get into writing?
I’m a long-time sales executive in the technology space. That’s how I’ve made a living for the past 30-plus years. But, deep down inside, I’m really a storyteller. Whether it’s a presentation to a large group, a barstool conversation with a customer, or just hanging out with friends, I like to tell stories. Usually, they’re humorous. Occasionally, they’re insightful. Sometimes, they’re both. I hope that book falls into the “both” category.
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2) What inspired you to write your book?
There’s a famous quote from Toni Morrison that goes like this, “If there’s a book that you want to read, but it hasn’t been written yet, then you must write it.” I’ve always wanted to read a book that accurately captured what I’ve experienced in my career. I felt that readers would enjoy the people, passion, camaraderie, customer interactions, and overall craziness associated with hitting a revenue goal, chasing the big deal, or being for sale, especially if I did it in a humorous way.
3) What theme or message do you hope readers will take away from your book?
I hope that readers gain a better understanding of the salesperson-buyer relationship and, hopefully, a better appreciation of it. Business people are almost always portrayed negatively in books, movies, and TV shows, especially salespeople. It’s a common trope to show salespeople as either smart but devious or affable morons. This has not been my experience. I’ve interacted with thousands of buyers and salespeople over my career and have found the great majority of them to be intelligent, honest people.
One other theme that I’d like for readers to see is to always find the humor in things. The characters in my book deal with a lot of turmoil in a short period of time but are always laughing together every step of the way. That should feel authentic to every salesperson I’ve ever met.
4) What drew you into this particular genre?
I find what I do for a living to be fascinating. I love it and really thought readers who were unfamiliar with my world would love it as well. I confided to friends that I wanted to write a book that described the process of running a sales organization with the same level of passion and detail that Tom Clancy uses in describing the inner workings of a submarine because I think it is every bit as intriguing.
5) If you could sit down with any character in your book, what would you ask them and why?
I want to sit down with Joseph Whitehorn. Every other character in the book is very familiar to me from my years of experience running technology sales teams, so I’ve already had the pleasure of spending time with many similar people. I find the backstory of Joseph Whitehorn to be fascinating, especially since this year marks the 100th anniversary of the first casualty from the Osage Indian Murders. I love his blend of purpose, focus, and his hidden humor that emerges as the story progresses.
6) What social media site has been the most helpful in developing your readership?
As a business person, I have the most extensive following on Linked-in, so that has been the best outlet for me. I also use Facebook and Twitter and would expect those two platforms to grow in importance to me in the future.
7) What advice would you give to aspiring or just starting authors out there?
The two obvious answers are to read more and write every day. That’s the recommendation from every reputable source, and I agree with that wisdom. The best way to get better at something is to do it, so writing daily helps. I would suggest that when you read other author’s work, read with a purpose. Notice the things you like, such as descriptions, dialog tags, POV choices, story structure, etc. Take notes and use them as inspiration for your own work.
Those are the two things that everyone will tell you. Now, I’ll give you some advice that few people will give to you. My book is filled with humor, and I found this advice from Neal Simon quite helpful. I saw him on 60 Minutes, where the interviewer asked him, “Do you laugh at your own work.” He answered that he does the first or second time he reads it, but after that, he doesn’t because he already knows the joke. He remembers it was funny, though, and that is the key. As you proof a chapter for the 50th time, the funny lines are no longer funny to you. You’ll be tempted to pull them or change them. Don’t do that! If it was funny when you wrote it, it will be funny for your readers the first time they read it. That advice may seem blindingly obvious, but when you are deep into the editing process and questioning everything you’ve written, it isn’t.
8) What does the future hold in store for you? Any new books/projects on the horizon?
I just released Surfing with the Bishop and will focus on promoting the next few months. After that, I’ll see what inspires me. I’ve already got some thoughts on future projects but want to get more reader feedback before I lock in on anything. I do publish a weekly blog called Trifling Amusements on Business and Life that readers might enjoy. To view, check out my website, jeffreybcostello.com.
Jeff Costello served as a senior sales executive for 30-plus years, driving billions of dollars of revenue from emerging technology markets. He’s led worldwide sales teams that supported partners in over 100 different countries and participated in numerous company acquisitions. Having entertained customers for decades, he’s often boasted that he has, “fed more people than Mother Teresa, or at the very least, served better wine.” Jeff lives in the Dallas/Fort Worth area with his wife, Trina, and their dogs, Bentley and Bo.
I received a free copy of this book in exchange for a fair and honest review. All opinions are my own.
Author Steven J. Spence takes readers on a journey into the history of the United States Monetary System and how the U.S. Dollar’s position has changed in recent years in the book, “Money Plain and Simple: What the Institutions and the Elite Don’t Want You To Know”.
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The Synopsis
A straightforward guide to understanding the global monetary system and why the shine is off the U.S. dollar’s position as the Gold Standard of world currencies. Steven J. Spence, a military veteran and corporate employee-turned-entrepreneur, lays out a concise history of the U.S. monetary system. He’s candid about his own life lessons and then shares how he came to discover the hard realities revealed in this informative read. The author explains in layperson’s terms how the institutions behind money work and how it affects you. He also offers timely insight into what’s going on right now from crypto currency to inflation and hyper-inflation and steps you should consider to secure your own financial future.
The Review
The author does a great job of really laying out the concept of banking systems, credit, and how our finances are impacted through education and detailed lessons throughout this book. The way the author interweaves their own experiences throughout their life and the way so many of us are introduced to debt through credit cards and difficulty finding reasonably paid work after education was such a great way to open up this road, and the deep dive the author took into the history and modern impact of finances on the U.S. financial system was thought-provoking.
The way the author writes is what really sold this book to me. Unlike so many financial books that try to show tricks or methods for accruing money or become self-help in nature, this book is written in a way that feels more hands-on educational instead. The layout and honest way the author speaks and integrates his personal experiences really helped someone like me, who is not financially education-forward, to understand and grasp the lessons the author was imparting.
The Verdict
A thoughtful, insightful, and memorable read, author Steven J. Spence’s “Money Plain and Simple” is a must-read non-fiction book of 2021, and a contender for best book on finances for the year on my site. The engaging way the author relays the narrative and sets out to show readers how big banking and wealthy elites have secured their financials through manipulation of the market was something we all should take into account in our future finances. If you haven’t yet, be sure to grab your copy today!
Rating: 10/10
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About the Author
Steven J. Spence is a retired US Air Force veteran, airline mechanic, aircraft builder, and an owner of a real estate rental investment company. Throughout his military and airline careers, he taught airline safety to groups around the world. Spence grew up in poverty with a single mom, who immigrated from Germany with her American military husband only find herself alone with two young sons in the wake of a divorce. With no role models, he had no understanding about how to build his financial future. Now a successful entrepreneur, Spence focuses on financial literacy as it relates to the ordinary person. He and his wife Adriana have two daughters, Shannon and Rachel, a son, Lucas, and one grandson, Julian.
