Lightbulb Press | Guides & Booklets

Titles

Financial advisers and institutions can co-brand any of the following guides. Lightbulb will also customize the guides to meet specific marketing initiatives and compliance requirements.

Click on the links below to preview or buy the guides and booklets.

Titles are available as interactive "flipbooks" that can be viewed on the web. Customized and co-branded for companies or organizations, the flipbooks are highly effective when used in lead generation and brand re-enforcement initiatives.

Several titles are also available for the iPad, NOOK and Kindle.

Full-length Guides

Guide to Money & Investing (available on iPad, Kindle, and NOOK)

This guide provides a clear, concise look at the financial markets, from raising capital to realizing return. It covers not only traditional investment opportunities, but also alternative investment products that are growing in popularity, including ETFs, hedge funds, and direct investments.

Published: 2010 | ISBN: 978-0-9764749-9-9 | Pages: 192
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Guide to Understanding Personal Finance

This guide provides easy-to understand, simple explanations of the complexities of everyday finances. Included is important information about banking, home finance, credit, financial planning, investing, and taxes.

Published: 2006 | ISBN: 978-1-933569-02-4 | Pages: 176
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Guide to Saving for Retirement

This guide tackles the often-intimidating topic of creating a financially secure future.

Published: 2006 | ISBN: 978-1-933569-03-1 | Pages: 160
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Dictionary of Financial Terms (available on iPad, Kindle, NOOK; Android and iTunes apps now available)

This dictionary explains not only what financial terms and phrases mean, but also what they mean for you. An infinitely useful resource, the Dictionary can help you become comfortable with the words you need to know — whether you're just starting out in the world of finance, or an experienced investor. The Dictionary is also a must-have for financial professionals in need of a reliable reference or an easy way to explain financial terms to clients.

Published: 2007 | ISBN: 978-1-933569-04-8 | Pages: 224
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Your Guide to Understanding Investing

This guide provides a clear and concise overview of investing and retirement planning, from understanding the basics of stocks, bonds, and mutual funds to identifying investment strategies. The guide lays the groundwork with basic financial concepts such as the importance of diversification, asset allocation, and long-term planning, and also covers topics such as working with an investment professional.

Published: | ISBN: 978-1-933569-40-6 | Pages: 163
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A Woman's Guide to Investing

This highly practical, information-packed guide provides essential investment information that women of all ages need — not just how and when to invest and whom to trust, but the difference investing makes. Topics include setting goals, smart investment decisions, and planning for the future.

Published: 2009 | ISBN: 978-1-933569-01-7 | Pages: 176
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A Woman's Guide to Personal Finance

If you're one of the many women faced with more financial decisions than ever before, this guide is a valuable resource. A Woman's Guide provides practical advice on all of the financial issues you'll have to confront, including managing money, investing, retirement, and how to deal with the unexpected, such as divorce, widowhood, and debt.

Published: 2005 | ISBN: 978-0-9740386-3-6 | Pages: 176
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Welcome to Your Financial Life

Starting out on your own can mean dealing with unfamiliar situations, especially when it comes to finances. This helpful guide explains the key to financial success and the way to avoid some common financial pitfalls, including falling into debt, incurring unnecessary fees and penalties, and putting off investing. Written with those in their 20s and 30s in mind, the guide offers insights into how to make intelligent decisions that will positively affect your financial future.

Published: 2008 | ISBN: 978-1-933569-05-5 | Pages: 176
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An Investor's Guide to Trading Options

This much-needed guide covers everything from calls to puts to collars and rolling up, over, or out. It clearly explains the special language of options trading as well as options contracts, and lays out some popular strategies that may suit various portfolios and market forecasts.

Published: 2004 | ISBN: 0-9740386-2-8 | Pages: 64
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A Muslim's Guide to Investing and Personal Finance

Written in collaboration with Monem A. Salam, this guide provides the information Muslims need to make informed personal finance and investment decisions while conducting their financial lives in accordance with Islamic principles. The guide is an ideal introduction for Muslim investors, as well as an essential resource for financial professionals who work with Muslim clients.

Published: 2008 | ISBN: 978-1-933569-99-4 | Pages: 100
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A Patient's Guide to Cancer Care

A Patient's Guide to Cancer Care: Fighting Cancer Body, Mind & Spirit outlines essential information about all aspects of living with cancer, in an accessible, clear way. Written with the patient in mind, the book outlines a holistic approach to cancer care, offering practical guidance and support. It explains traditional and complementary medicine, the benefits of good nutrition and exercise, and ways to find emotional and spiritual comfort.

Published: 2003 | ISBN: 0-9650932-8-X | Pages: 80
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Booklets (24-36 pages)

Life Cycle of a Security

This booklet explains the process of creating and distributing stocks and bonds in the primary and secondary markets. Also explored is the role of central securities depositories in the US and global capital markets, the details of clearing and settling retail and institutional transactions, and the infrastructure that facilitates these processes.

Published: 2010 | ISBN: 978-09829077528 | Pages: 36 (mini-guide)
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Your Guide to Managed Accounts

Handy for investors as well as for financial advisers and investment managers, this guide covers the basics of professionally managed portfolios of individual stocks and bonds. The guide examines the special features of this increasingly popular way to invest, and the complementary roles different financial professionals play in meeting investor goals.

Published: 2005 | ISBN: 0-9740386-5-2 | Pages: 24 (mini-guide)
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Investing for Retirement

The guide discusses personal investing goals, explores ways to use asset allocation and diversification to offset investment risk, and explains the role of both taxable and tax-deferred investments in you portfolio. Equally important, the guide looks at the many different sources that may provide retirement income — since putting together an income stream is one of the greatest challenges facing people who are nearing or already in retirement.

Published: 2011 | ISBN: 978-0-9829075-3-5 | Pages: 36 (mini-guide)
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Guide to Managing Your 401(k)

This guide tells you the essential things you need to know about building your 401(k) portfolio and explains the steps you should take to manage the assets in your account. Written in clear, straightforward language with helpful illustrations, the guide offers practical measures for dealing with company stock, diversifying your holdings, and evaluating how well your investments are doing.

Published: 2006 | ISBN: 0-9740386-9-5 | Pages: 32 (mini-guide)
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Managing Retirement Income

Managing Retirement Income tackles the issue of creating and managing income from your retirement savings and investment accounts to help ensure your long-term financial security. The guide, with its distinctive blend of straightforward language and engaging graphics, helps you create realistic spending plans, identify effective investment strategies, and coordinate required distributions with other sources of income.

Published: 2011 | ISBN: 978-0-9829075-4-2 | Pages: 36 (mini-guide)
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Guide to Clearance & Settlement

Guide to Clearance & Settlement is an overview of The Depository Trust & Clearing Corporation (DTCC), whose sophisticated infrastructure and risk management systems provide essential services to US and global capital markets. The guide explains clearing, netting, and settling — the essential elements of post-trade processing — and the role of a central counterparty in ensuring completion of equity and fixed-income transactions.

Published: 2009 | ISBN: 978-1993569-98-7 | Pages: 32 (mini-guide)
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Guide to Understanding Direct Investments

Learn about direct investments — including nontraded REITs, equipment leasing companies, and energy partnerships — and how they may add diversification and help reduce risk in an investment portfolio. The guide explains the significance of owning income-producing hard assets, and how these sponsored programs may be appropriate for individual investors.

Published: 2009 | ISBN: 0-9764749-1-3 | Pages: 24 (mini-guide)
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Guide to Direct Investing in Oil & Gas

This guide focuses on the basics of investing in oil and gas programs, and discusses how these investments could play an important role in diversifying an investment portfolio.

Published: 2008 | ISBN: -- | Pages: 24
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Essential Guide to Safe Investing

This guide provides must-have, common-sense knowlege to protect yourself against investment fraud and scams. It identifies the danger signs that all investors should know, and suggests remedies for anyone who may have been a victim of securities fraud.

Published: 2007 | ISBN: 978-1-933569-09-3 | Pages: 16 (mini-guide)
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Guide to Enjoying Wine

This straight-talking, engaging guide covers all the wine basics, and offers practical advice on tasting, reading labels, and ordering wine in a restaurant.

Published: 2005 | ISBN: 0-9764749-5-6 | Pages: 24 (mini-guide)
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Planning Retirement Income

Planning Retirement Income deals head on with the challenges you'll face in providing a financially secure retirement. This comprehensive yet easy-to-understand guide tells you how to build a solid investment portfolio, strengthen our cash flow, and create sources of lifetime income.

Published: 2011 | ISBN: 978-0-9829075-5-9 | Pages: 36 (mini-guide)
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Guide to Saving for College

Concise and clear, this guide helps parents weigh the pros and cons of different ways to save and pay for college. How to make the most of college savings, what to do if your savings fall short, and the details of various savings plans and federal aid programs are all covered in detail.

Published: 2005 | ISBN: 0-9760260-3-1 | Pages: 32 (mini-guide)
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Guide to Understanding 529 Plans

This guide provides a concise introduction to these popular college savings plans, with special sections on how to choose and enroll in a plan, make contributions, and take full advantage of tax-free withdrawals. Now you can get all the information you need to make appropriate, practical decisions about paying for higher education.

Published: 2008 | ISBN: 978-1-933569-24-6 | Pages: 24 (mini-guide)
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Guide to Understanding Annuities

This guide explores the role that fixed and variable annuities can play in providing retirement income. It describes the special features of different types of annuities to help you decide which one might be right for you.

Published: 2005 | ISBN: 0-9740386-8-7 | Pages: 24 (mini-guide)
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Your Guide to Donor Advised Funds

This guide explains the essentials of this increasingly popular way to give to charity. The guide covers specific details about how the funds work, tax benefits, and investment options. Also included is helpful information that positions donor advised funds in the greater context of philanthropy.

Published: 2004 | ISBN: 0-9740386-7-9 | Pages: 24 (mini-guide)
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The following booklets are now available on the iPad, Kindle, and NOOK:

Dictionary of Financial Terms

Guide to Money & Investing

Investing Essentials

If you're ready to start investing, but need to learn more before you begin, this guide is a must-read. Easy to understand and concise, the guide covers stocks, bonds, mutual funds, as well as key strategies for creating and managing an investment portfolio, including asset allocation and diversification.

Published: 2008 | ISBN: 978-0-9760260-9-9 | Pages: 24 (mini-guide)
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Credit & Borrowing

This guide provides a clear explanation of how credit works, including special sections on credit cards, credit reports, and managing loans.

Published: 2010 | ISBN: -- | Pages: 32
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Guide to Estate Planning

Guide to Estate Planning describes what your estate is and explores ways to share your wealth with the family, friends, and institutions you choose. The guide, with its straightforward language and engaging graphics, explains how you can use wills, trusts, gifts, and beneficiary designations to distribute your assets and examines strategies for minimizing estate and income taxes.

Published: 2008 | ISBN: 978-0-9764749-4-4 | Pages: 32
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Investing for Retirement

Planning Retirement Income

Managing Retirement Income

It's Your Financial Life

Starting out on your own can mean dealing with unfamiliar, even intimidating, situations, especially when it comes to finances. This helpful new guide explains the key to financial success and the way to avoid some common financial pitfalls, including falling into debt incurring unnecessary fees and penalties, and pulling off investing. It's arming yourself from the start with the information you need to make smart decisions.

Published: 2010 | ISBN: 978-0982907511 | Pages: 32
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