I thought this was really well written and I look forward to reading more from this author in the future. I think it will find readers at our library, so we will definitely be purchasing for the collection.

This is an incredible introduction to the world of finance - without being dry, boring, or unreadable! Anne does a tremendous job of summarizing alot of information and identifying tools/ best practices to help you achieve your financial goals - both in the present and future! She’s used examples to help illustrate her points and help the material become more easily understood. I really enjoyed her breakdown of the various types of saving/spending personalities and her tips as to how to go about achieving the financial future/ independence you’re hoping for.

All that said, this book discusses US investing vehicles only - not Canadian investment options - and so although there is still a lot to take away (paying yourself first, setting up automatic contributions to your retirement plan, reviewing your plan annually, having an emergency fund, and how to pay down debt effectively, etc), the content may create confusion for Canadians who are looking to this book to help them understand registered plans and Canadian investment options. With my background in finance, I was able to understand the content and not get lost in the details but I think it would have been nice to highlight the fact that the specific details presented (401(k) info, IRA info, etc) are for our US friends or include information about Canadian registered plans - or even just a statement advising Canadian savers to refer to the resources on the Canadian Government website (https://www.canada.ca/en/services/finance.html) or engage with a financial advisor at their financial institution.

I really enjoyed this book and would recommend it - with the preface that the specific investment options are geared for US citizens. Otherwise it’s one of the best personal finance books I’ve read to date.

Thank you NetGalley for the advanced electronic copy of this book in exchange for an honest review.