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Resources

Business and personal-finance reading

Books can help explain a concept. They do not replace current tax guidance or advice about your circumstances.

Business operations

The E-Myth Revisited by Michael Gerber examines repeatable business systems. Built to Sell by John Warrillow considers how a business can operate beyond its owner. Profit First by Mike Michalowicz presents a cash-allocation approach.

Money and investing

The Psychology of Money by Morgan Housel explores financial behavior. A Random Walk Down Wall Street by Burton Malkiel discusses investing principles. The Intelligent Investor by Benjamin Graham presents a value-investing framework.

Read critically

Strategies reflect the author’s assumptions and publication date. Check current tax law, fees and risks before applying an example. Use official IRS resources for filing requirements.

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