Wednesday, February 29, 2012

Book giveaway: The Money Plan

It's tax time again, and in honor of the financial pain most of us are going through, I'm going to give away a book that claims it can help you manage your money and make it grow.

We could all use that, right?

"The Money Plan: Creating Wealth Independence for a Secure Future" by Steven J. Lee (Vantage Point Books, June 2011, 284 pages, $24.95) was designed to be used in conjunction with Lee's interactive website, Visit that site and you may see a video of the author talking about his book.

Publisher's description:

"The Money Plan" is exactly as the title has it: a detailed but easy-to-use plan that describes specific, conservative strategies that worked to create significant wealth for the author over the last 25 years. The reader learns and follows in a generally safe and secure path. As Lee states, “This Plan is not the only way to accumulate and manage wealth. Other financial people have different notions that may also be successful. But I have never seen their methods clearly presented step-by-step on paper. In this respect, The Money Plan is unique.”

The Plan is drawn from Lee’s personal experience, and delivered from that perspective. “It has been nearly four decades since I first entered the workaday world and decided to accumulate enough wealth to ride out any financial storm, retire earlier than most people, and leave enough of an estate to assure some security to my future family. In that time, two things have been proven beyond any doubt. First, there are rules which make it easier to gain success and compensation. And second, you have to formulate and carry out a specific Plan based on sound reasoning and safety.”

The Money Plan covers the entire spectrum of financial behaviors and investments in a progressive, logical fashion, from savings accounts and CDs to Exchange Traded Funds. Sidebars call out tested software and Internet resources as well as particular tips.

About the author:
Steven J. Lee, the author of six financially-related books, has spent some time in southeastern PA. He holds a bachelor's degree from Lehigh University (where he was a trustee), a law degree from Fordham University, and an MBA from The Wharton School at the University of Pennsylvania.

Lee says he "has lived The Money Plan." He runs a $40 million private investment fund through SL Consultants Group Inc. In 2007, a NASDAQ-listed medical company he founded in 1990 and headed for 13 years, was sold for $1.5 billion to a major corporation. During his career he has built and sold several other companies in technology and bio-technology, and also serves as president of two venture funds.

Lee is married, has two adult children, and makes his home in Florida.

How to enter the giveaway:

Would you like to win this book? Email me with your mailing address at I'll pick one of the entries at random and mail the book off to the lucky one.


Michelle Karas said...

Congrats to Kristen N. of Boyertown, who won "The Money Plan."

More book giveaways coming up soon!

john smith said...

My relationship with my kids is more important than having them work in the business. news