Essential Retirement Planning and Financial Management Books Ranked & Reviewed for 2025

Discover must-have retirement planning and financial management books to secure your future. Perfect for Baby Boomers!

Expert Reviewed
Updated June 2025
Home Equity and Reverse Mortgages: The Cinderella of the Baby Boomer Retirement

Home Equity and Reverse Mortgages: The Cinderella of the Baby Boomer Retirement

$19.78
4+ Stars
Home EquityRetirement Planning

Features:

What We Think:

"A perfect read for Baby Boomers navigating retirement with home equity. Clear and insightful, it’s packed with essential tips!"

Why You'll Love It:

"Uncover the potential of your home equity to enjoy a comfortable retirement without financial worry."

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Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement

Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement

$11.98
4+ Stars
Reverse MortgagesRetirement Planning

Features:

What We Think:

"This guide breaks down reverse mortgages in an easy-to-understand way, making it a go-to for retirees looking for financial security."

Why You'll Love It:

"Provides actionable insights on using reverse mortgages wisely for a stable financial future!"

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Reverse Mortgage Survival Guide: Explaining the Most Misunderstood Financial Product in Plain English

Reverse Mortgage Survival Guide: Explaining the Most Misunderstood Financial Product in Plain English

$9.95
4+ Stars
Reverse MortgagesFinancial Education

Features:

What We Think:

"If reverse mortgages sound like gibberish to you, this book will clarify it all—perfect for new retirees!"

Why You'll Love It:

"Written in simple language, this guide demystifies reverse mortgages and enhances your financial literacy."

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The Reverse Mortgage Revealed: An Industry Insider's Guide to the Reverse Mortgage

The Reverse Mortgage Revealed: An Industry Insider's Guide to the Reverse Mortgage

$14.99
4+ Stars
Reverse MortgagesFinancial Insights

Features:

What We Think:

"Gain insider knowledge about reverse mortgages with this comprehensive guide that cuts through the noise!"

Why You'll Love It:

"Perfect for those seeking a deeper understanding and how to apply it in real life for retirement success."

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Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success

Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success

$32.95
4+ Stars
Retirement GuidePlanning

Features:

What We Think:

"This guide is your companion to navigating the complex world of retirement planning—must-have info at your fingertips!"

Why You'll Love It:

"Equips you with the tools you need to make informed decisions about your financial future."

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The Retiree's Guide to Housing Wealth: 5 Ways the New Reverse Mortgage Is Changing Retirement

The Retiree's Guide to Housing Wealth: 5 Ways the New Reverse Mortgage Is Changing Retirement

$19.95
4+ Stars
Housing WealthRetirement Strategies

Features:

What We Think:

"Explore innovative ways to use your home's equity with fresh perspectives and strategies that will enhance your retirement!"

Why You'll Love It:

"Revolutionary approaches to accessing housing wealth that could redefine your retirement experience."

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Peace of Mind Planner: Important Information about My Belongings, Business Affairs, and Wishes

Peace of Mind Planner: Important Information about My Belongings, Business Affairs, and Wishes

$12.99
4+ Stars
Organizational ToolsPeace of Mind

Features:

Durable hardcover with concealed wire-o binding, archival acid-free paper to preserve your info.

What We Think:

"A must-have for those looking to organize important information, leaving no questions unanswered for loved ones."

Why You'll Love It:

"Peace of mind for you and clarity for your family—no more last-minute confusion about your affairs!"

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End of Life Planner for Seniors - Guided Estate Planning Organizer and Next of Kin Organizer

End of Life Planner for Seniors - Guided Estate Planning Organizer and Next of Kin Organizer

$29.95
4+ Stars
Estate PlanningEnd of Life

Features:

Oversized text for easy reading, comprehensive sections to document crucial information for loved ones.

What We Think:

"This beautifully crafted planner helps you leave a legacy—organizing your wishes has never been easier!"

Why You'll Love It:

"Empowers you to communicate your final wishes clearly and helps ease the burden on your loved ones."

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Planners with Purpose End of Life Planner - Guided Final Arrangements

Planners with Purpose End of Life Planner - Guided Final Arrangements

$28.95
4+ Stars
Final ArrangementsLegacy Planning

Features:

Durable design with ample space for documenting wishes, medical info, and personal details.

What We Think:

"This planner is designed not just for organization but for peace of mind during sensitive times."

Why You'll Love It:

"A perfect tool to ensure all your critical information is organized and easy to find."

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Bill Tracker Notebook - Monthly Bill Organizer & Planner for Personal Budgeting

Bill Tracker Notebook - Monthly Bill Organizer & Planner for Personal Budgeting

$8.99
4+ Stars
Budgeting ToolsFinance

Features:

Durable vegan leather cover, easy to use for tracking bills and managing finances.

What We Think:

"Stay on top of your personal finances with a planner that simplifies budgeting like a breeze!"

Why You'll Love It:

"Gives you a clear overview of your finances, helping avoid stress at bill time."

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