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Download Our FREE Resources

Resources you can use to take charge of your finances and build wealth at your own pace.

The Financial Recovery Workbook by Michele Cagan, CPA

Small Business Tax Ready Toolkit

Retirement 101 by Michele Cagan, CPA

Cash Resources Worksheet

Investing 101 by Michele Cagan, CPA

3 Expensive Mistakes You’re Making That Your Accountant Can’t Fix

The Financial Recovery Workbook by Michele Cagan, CPA

Charitable Contributions Worksheet

5 Small Money Moves That Deliver Big Results

5 Small Money Moves That Deliver Big Results

Investing 101 by Michele Cagan, CPA

Small Business Startup Checklist

Explore Our Books & Publications

Resources you can use to take charge of your finances and build wealth at your own pace.

Personal Finance in Plain English

Personal Finance in Plain English

Discover the ins and outs of personal finance–in a language you can actually understand–with these clear, straightforward definitions and explanations of all things finance from income and assets to credit, loans, and debt, to stocks, bonds, money markets, and more.

Starting a Business 101 by Michele Cagan, CPA

Starting a Business 101

From Creating a Business Plan and Sticking to a Budget to Marketing and Making a Profit, Your Essential Primer to Starting a Business.

Stock Market 101 2nd Edition

Stock Market 101

*second edition, May 2024*

From Bull and Bear Markets to Dividends, Shares, and Margins―Your Essential Guide to the Stock Market

The Financial Recovery Workbook by Michele Cagan, CPA

Financial Recovery Workbook

A Step-by-Step Plan for Regaining Control of Your Money and Your Life During and after a Personal Financial Crisis.