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Save Wisely, Spend Happily: Real Stories About Money & How to Thrive from Trusted Advisors

Author: Sharon L. Lechter, CPA with 125 contributing CPAs
Publisher: AICPA
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As a CPA, you know that understanding personal finances can seem like an overwhelming task to your clients. Yet it doesn’t have to be—especially if they have the guidance of a trusted advisor.

Published in honor of the AICPA’s 125th Anniversary and edited by best-selling financial author and CPA Sharon Lechter, this collection of CPAs’ advice gives your clients the information and tools they need to make managing their money less intimidating and helps them thrive at any stage of life.

Developed as a complement to the AICPA’s successful 360 Degrees of Financial Literacy program, this practical guide makes a great gift for your clients or prospective clients and reminds them that you are their best resource for navigating the tricky money issues that can arise throughout all of life’s phases.

The book discusses how to:

  • Build a basic budget, plus tricks for sticking to it
  • Understand good debt versus bad debt
  • Tackle credit card debt and use credit strategically
  • Plan for a major purchase, such as a car or a house
  • Give to your favorite charity—and make it work with your budget
  • Combine your finances with your spouse or partner
  • Teach kids about money at an early age, and then reinforce those lessons throughout the teen years
  • Save for your children’s college and your retirement
  • Prepare for life’s ups and downs, from planning for a wedding or dream vacation to dealing with unexpected household repairs, identity theft, or an unforeseen disaster
  • Ensure your loved ones are secure by having critical documents in order, such as a will, power of attorney, or trust, as well as adequate insurance coverage
  • Choose the best financial advisor for your needs

Filled with detailed information, money saving strategies, and expert advice, each chapter is reinforced with personal stories—many from the contributors’ own life experiences—that bring home the book’s lessons.

These tales of financial setbacks, recoveries, and eventual successes demonstrate that with persistent planning, and a little guidance, it is truly possible to save wisely and spend happily.

Praise for Save Wisely, Spend Happily: Real Stories About Money & How to Thrive from Trusted Advisors
“Everyone needs to read this book…and take action.”
—Sidney Kess, CPA, mentor and teacher to over 700,000 advisors in tax, financial and estate planning

About the Author
Sharon Lechter, CPA, CGMA, and Founder/CEO of Pay Your Family First, is creator of the award-winning ThriveTime for Teens board game, coauthor of Think and Grow Rich-Three Feet from Gold, Rich Dad Poor Dad, and annotator of Outwitting the Devil with the Napoleon Hill Foundation. She served as a member of the first President’s Advisory Council on Financial Literacy and is a national spokesperson for the AICPA’s Commission on Financial Literacy. For more information visit

Special Offer for AICPA members, AICPA Quality Center Members, and State Societies Only: Order Save Wisely, Spend Happily Customized for You!

Customized copies of Save Wisely, Spend Happily make great gifts for clients and prospects. Books imprinted with your name, organization name, and contact information come in blocks of 25. Each block is $449.75 plus shipping and handling. Order 4 blocks or more and receive 10% off! To order, call 888-777-7077 (M-F, 9AM-6PM ET).

Please allow 5 business days for your imprinted books to be created, in addition to customary shipping time. Note that no returns will be accepted unless the imprinted information is incorrect.

If purchasing this title as an eBook, please note that it is intended for a single user. An eBook is a downloadable file that will be accessible immediately after completing your purchase. Access to the download link expires 180 days from the purchase date. Download the file before this time elapses. Before downloading your eBook, you must:

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Note: To access your eBook on a smartphone, tablet or other reading device, see our FAQ. This product is refundable within 10 days of your purchase date. For more information about this product or service concerns, please contact the CPA2Biz/AICPA Service Center at or call 888-777-7077.


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