Elliott Appel has published two books and contributed a chapter to another book that is a collection of short stories.
Each book is focused on providing you with actionable tips, heartfelt stories, and ideas that can actually help you live a more ideal life. It’s about helping you navigate the uncertainty of life and choosing the best decision for yourself.
These books use my experience as a financial planner and caregiver to my dad to help you handle life’s hardest transitions — retirement, death, sickness, inheritance, and more.
Have you noticed a change in your parents and are unsure what to do next?
How to Help Your Parents As They Age: A Financial Planner’s Guide to Caregiving is the book to help you think about next steps, common mistakes people make, and what I wish I had done differently as a caregiver for my dad.
It will help you navigate the complexities of caregiving, the importance of knowing your parents estate plan, how to have difficult conversations, the challenge of aging at home, and lots more. It talks about the medical side of things, estate planning, professionals you may want to hire, how to set boundaries and avoid burnout, and how to protect them from scammers and fraudsters.
Who it’s for: Adult children, aging parents, caregivers
Money Lessons for Change: What They Should Have Taught You in School is a book meant for people in their 20s and 30s to learn the money lessons that can set them on a better financial course in life.
This book exists because I kept receiving the question from clients, “What resources would you recommend for my kid or grandchild?”
I had a few resources, but not enough. So, I created the book in response to that question.
Who it’s for: People in their 20s and 30s, adults who want a better financial education
More Than Money: Real Life Stories of Financial Planning is a collection of surprising and inspiring true stories that reveal how real clients applied financial planning to derive tangible results that changed their lives.
These stories show how well-thought-out, personalized, and high-touch financial planning can truly impact lives for the better.
My contribution tells the story of Sara and Leo. They came to me when Leo was diagnosed with Stage IV Lung Cancer and details the relationship we developed as Leo battled cancer. It lets you into the world of what it is like trying to live life to the fullest while dealing with the struggles of a terminal disease and trying to prepare their finances for a world when Leo dies. I’m privileged to share the gifts Sara and Leo gave each other, as well as me.
Financial planning is More Than Money.
Who it’s for: People who are curious about the impact of financial planning
Not ready for a complete book and want short bite-size pieces?
A short weekly email with financial planning strategies, investing insights, updates on my content, reflections, and more.
If you subscribe, I’ll send you the 7 Step Guide to Your Financial Health Checkup.
