It's Your Money: Canada's Bestselling Guide to Personal Financial Planning
Contains Illustrations, Index
Robert B. Shortly was a chartered accountant in Toronto.
As the title suggests, this is a book of value to individuals to help the planning of their personal financial objectives and priorities, to give some basic and practical concepts and rules of financial planning, and to provide information and recommendations based on current financial products and most recent tax and social legislation. Topics include budgeting, use of credit, investments, employee benefits, tax planning, insurance, and retirement. Each chapter is written in straightforward language and a summary of “do’s and don’ts” is at the end of each one.
As with any book of this nature, some of its contents become outdated (e.g., the tax chapter), but since its focus is on basic approaches and does not offer get-rich-quick advice, the information is an excellent aid to help the ordinary person organize his or her personal finances and assist them in using their professional advisers more efficiently and effectively.