Average Reviews:
(More customer reviews)Lesson One in Financial Planning: Don't waste money. If you know absolutely nothing about investing and planning, then this book is for you.
Alternative title: "Financial Planning For High School Freshman"
Case-in-point, the reader must slog through 290 pages to get to chapter 16 titled, "Risk & Reward". And then, (drum roll, please!) we get this gem, "Sound investment management principals dictate that the investor should almost never invest in just one asset class to the exclusion of all others". WOW, that's worth every penny of my ($). THANKS!
Bottom line, if you're in the financial services business and you need this book...it's time to rethink that career choice.
Click Here to see more reviews about: Tools & Techniques of Financial Planning 7th edition (Tools and Techniques of Financial Planning)
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 market with emphasis on cash-flow management within personal financial planning, and expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and finding strategies for education planning. New 9th Edition offers coverage on: The impact of the market downturn and uncertain economic times on financial planning and how it has changed. Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs. Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated. Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts. Implications of transfers of property between spouses related to divorce, and discussion of what is regarded as marital for divorce purposes.Ideal for:Financial Planners, Advisors, Bankers, Stockbrokers, Accountants, Attorneys, Financial Planning Instructors andStudents, Law Offices, CPA firms, Insurance Agents, Para-professionals--This text refers to an alternate Paperback edition.
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