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What better way to get to know us than getting inside our heads. Book Insight keeps up with Phil’s voracious appetite for reading. Each book is rated so if you want Phil’s top picks. Click the “Hole in One” in the tag cloud. Giving Insight is Phil’s commentary on managing your financial life. Beyond Insight give you tips on how to make your life simpler from our service team. 
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Rating: Bogey Just a bad version/attempt at updating a classic…..The Millionaire Next Door. In the vein of books that try to capitalize on the current fear out there….the great recession, or an over powerful government that takes more and more taxes. This book try’s to state the world is stacked against you, and Money Secrets […]

Rating: Bogey Recommended by a colleague -this is actually quite an old book. And for me, it shows its age. In the guise of the old PMA (Positive Mental Attitude), this book is loaded with stories, and probably takes 150 pages more than it needs to, to express some of its finer points. For me, […]