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Posts Tagged ‘Planning’
The Wall Street Journal Guide to Planning Your Financial Future, 3rd Edition (Paperback)
The Wall Street Journal Guide To Planning Your Financial Future provides clear explanations of the things you need to know and guidelines for the decisions you have to make to enjoy a comfortable retirement. It covers the advantages of salary reduction plans, clarifies the difference between Roth and traditional IRAs, and describes the benefits of effective tax planning. And it provides practical, helpful ideas to get you started.
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Continue Reading »Practicing Financial Planning for Professionals Textbook Version, Tenth Edition (Paperback)
Review
No one who desires to become a financial planner should be without it. –John Henry McDonald, CFP, ChFC, CLU Austin Asset Management 2008Now in its tenth edition, Practicing Financial Planning for Professionals serves as a comprehensive and effective reference guide for aspiring planners all the way to highly experienced planners. For new planners it is a daily reference guide to fill in areas of technical weakness and a practical guide providing experientially based guida (more…)
Continue Reading »BMV Quantum Subliminal CD Money Management: Financial Planning Aid (Ultrasonic Subliminal Series) [CD]
Program your subconscious mind to improve your money management skills, develop better personal finances, increase financial planning, stay within your budget and accomplish monetary goals. Create results using state-of-the-art subliminal and brainwave entrainment technologies. Tune your brainwaves to specific frequencies by listening to this CD! Program your subconscious mind for positive lasting results, created by a Certified Hypnotherapist and NLP Practitioner (Neuro-Linguis (more…)
Continue Reading »FINANCIAL PLANNING FOR SPECIAL NEEDS
Interviewed by a parent No matter what the age or disability, parents of children with special needs have many serious questions about how best to provide for their child’s future well-being. We realize that you face unusually difficult planning decisions regarding the welfare of your child. The most important of these is probably how to prepare for your child to apply for SSI or SSDI, maintain benefits, wade through the difficult decision of guardianship or durable powers and t (more…)
Continue Reading »Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy (Hardcover)
Review
“The ‘financial roadmap’ concept is ideal for the serious investor…a terrific tool for managing our future.” — Jerry L. Mercer, Retired Professor, Kansas”The conversation about our values and completing the whole road map process allowed us to more clearly understand our priorities…” — Darwin and Janette Benedict, Field Data Inspector and Teacher, Colorado”We found the Values-Based Financial Planning Process to be very helpful in preparing our financial plan…” – (more…)
Continue Reading »Personal Financial Planning Theory & Practice (Hardcover)
No description for this product could be found, but have a look over at Amazon for reviews and other information.
Continue Reading »Investment Planning (Hardcover)
In Investment Planning, two of the best-known authors in the investment planning field, Geoffrey A. Hirt and Stanley B. Block, have joined forces with finance expert, Somnath Basu, to show financial planners how to successfully manage their clients’ investments consistent with their personal objectives and levels of risk tolerance. This landmark book carefully explains the essential theory required to understand how financial markets work_and describes step by st (more…)
Continue Reading »Ernst & Young’s Personal Financial Planning Guide (Ernst and Young’s Personal Financial Planning Guide) (Paperback)
From Library Journal
As is common with financial planners, this one, written by staff at one of the Big Six accounting firms, covers such things as determining net worth, setting up and following a budget, accumulating assets (most importantly by developing the savings habit), and stocks, bonds, mutual funds, and cash equivalents. It explains investment risk and return; home buying and selling; the various types of insurance (life, home, health, car, and disability); the financia (more…)
Continue Reading »Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning) (Paperback)
In today’s constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools & Techniques of Financial Planning. Delivering the most current and essential strategies, this latest editon is ideal for all students and professionals who must master the fundamentals of financial planning. Steps and tools in the financial planning process as well as in-depth reviews of the various strategies in today s (more…)
Continue Reading »The History of Financial Planning: The Transformation of Financial Services (Hardcover)
Review
“I thank Denby and Oliver for capturing this important history of the people and institutions that created a profession focused on helping people plan and improve their financial situations. Their book contains invaluable recollections from many pioneers and champions of our profession, and it goes beyond recounting past challenges and achievements to identify key themes and issues that we must continue to address.” —Kevin R. Keller, CEO of CFP Board
–This text ref (more…)reservatol



























