Fundamentals of Financial Planning
Fundamentals of Financial Planning

Where fundamental financial science and theory merge with real life.

Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data and relevant case examples, Fundamentals of Financial Planning takes you logically through the process of client behavior, motivation and risk management, education funding and investment management, and the critical influence of time on the value of money.

This is an essential text that puts fundamental academics into a real life context to help ensure that concepts and best practices are comprehended, retained and ready for deployment.

This professional tax and financial planning perspective services multiple applications:

  • In a fundamentals course as part of a comprehensive curriculum in financial planning or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • Fundamentals of Financial Planning also meets all of the educational requirements for a Financial Planning course in any CFP Board-registered program

 

Digital copies of this book are distributed through VitalSource Bookshelf.

eBook Demonstration

Read more
Cases in Financial Planning: Analysis and Presentation
Cases in Financial Planning: Analysis and Presentation

Did you know that a personal financial statement is really a story? Better financial planners know that preparing and analyzing personal financial statements is not all about numbers. Inside Cases in Financial Planning: Analysis and Preparation are the real stories of how to create a sound client relationship in order to implement a sound financial plan. You’ll meet The Burkes, a 100% complete financial planning case with analysis and answers. Plus, there are 10 comprehensive cases that range from easy to hard. Also inside are mini-cases that illustrate how to analyze all of the sections of a financial plan. Woven throughout are tips and strategies for building a productive client relationship, including seven ways to to analyze a client situation. Real data, real cases; and appendices that are off the charts invaluable.

Cases in Financial Planning, Analysis & Presentation includes a variety of powerful learning tools and features: Complimentary financial planning software to assist with student analysis and presentations Instructor materials include suggested solutions with supporting schedules, PowerPoint® presentations for the introductory chapters, suggested syllabi, a grading rubric and software support This professional case study perspective services multiple applications: Client analysis and presentation of in-depth financial planning solutions as part of a comprehensive curriculum in financial planning or financial management A powerful and highly practical reference for practicing financial planner professionals Cases in Financial Planning, Analysis & Presentation is designed to meet the educational requirements for a Financial Plan Development course in any CFP Board-registered program. 

Software Tutorial

To access the Financial Planning Software you must have a registered Cases in Financial Planning textbook in your Money Education Account. Once registered, click "Financial Statement Preparation and Analysis Software" in the My Books section of your account.  

Burke Case Presentation

Read more
Reference Set (faculty and advisors only)
Reference Set (faculty and advisors only)

Buy the complete set of Money Education books, including the latest editions of:

  • Fundamentals of Financial Planning
  • Insurance Planning
  • Income Tax Planning
  • Retirement Planning and Employee Benefits
  • Estate Planning
  • Cases in Financial Planning: Analysis and Preparation
Read more
Investment Planning: Concepts and Strategies
Investment Planning: Concepts and Strategies

Money Education is working on our first publication of Investment Planning: Concepts and Strategies. First editions of textbooks take an extensive amount of time to create and publish, especially since we are committed to producing great textbooks. We appreciate your patience with this project and look forward to providing you with a superior Investment Planning textbook.

 

Our newest textbook is all about the future.

Our lives are all about investing in the future with hope of a return. The key of course is managing the risk of hope with knowledgeable expectations of return from an investment framework that includes preservation of capital, production of income, and growth in value.

Investment Planning; Concepts and Strategies blends this theoretical investment framework with practical knowledge of securities, portfolio management, asset allocation and implementation. The text includes thorough coverage of securities, securities markets, investment theory and analysis.

Written from both the academic and practitioner perspective, Investment Planning; Concepts and Strategies accomplishes our objective of creating a text that is in-depth, clear and readable.

Chapters include the following topics:

  • Asset classes
  • Risk and return
  • Markets
  • Portfolio construction and management
  • Performance measures
  • Taxation of investments
  • Behavioral finance: how do investors really act and why
  • Investment strategies
  • Policy statements: putting it all together
  • Stock, bonds, mutual funds, ETFs, derivatives

 

This professional investment planning perspective services multiple applications:

  • In an investments course as part of a comprehensive curriculum in finance or financial planning
  • As a reliable and comprehensive reference text for practicing financial professionals
  • Investment Planning; Concepts and Strategies also meets all of the educational requirements for a Financial Planning Course in any CFP Board-registered program

 

Read more
Income Tax Planning
Income Tax Planning

9th edition coming April 2016!

 

How many Ph.Ds, JDs, CPAs, CFPs and CFAs does it take to write a really, really good text on income tax planning?

Two, two, two, three, and one, respectively. Plus, every one of the text’s authors has taught and practiced individual tax. That’s a lot of brainy, real-world perspective packed into one book. Anyone who reads this text will come away with the confidence of understanding the Form 1040 and knowing how to competently prepare a return.

Inside Income Tax Planning is the history of the income tax and the contribution to tax revenue from business, individual, employee and transfer taxes. Plus, the text’s presentation of The Triads of Tax actually makes it easy to understand the Internal Revenue Code. Also included is a comprehensive overview of the tax implications due to the Affordable Care Act.

This professional income tax planning perspective services multiple applications:

  • In an income tax planning course as part of a comprehensive curriculum in financial management or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the planning component in a Masters In Tax program
  • Income Tax Planning also meets all of the educational requirements for an Income Tax Planning course in any CFP Board-registered program
Read more
Insurance Planning
Insurance Planning

5th Edition Now Available!

 

Insurance is complicated, by design. Understanding it doesn’t have to be.

Life is a series of risk management decisions and that includes insurance. Here is how to know all the ways insurance can and should be used to mitigate risk. This text guides you through the basics of life, health, disability insurance, long-term care, property and liability insurance; and let’s not forget Social Security and managing personal credit. Using real data and real life examples, readers will soon understand risk retention, avoidance and shifts; and how to avoid the sidetracking of life plans by unexpected and uncovered risk.

This professional insurance planning perspective services multiple applications:

  • In a stand-alone insurance planning course
  • As a reliable and comprehensive reference for practicing financial professionals
  • In a fundamentals course as part of a comprehensive curriculum in financial planning or financial management
  • Insurance Planning also meets all of the educational requirements for a Financial Planning course in any CFP Board-registered program

 

4th Edition DIGITAL available in our store:

Buy now in our store: https://www.money-education.com/store 

 

Digital copies of this book are distributed through VitalSource Bookshelf.

eBook Demonstration

Read more
Estate Planning
Estate Planning

 

Money never dies. It just moves.

That is the essence of Estate Planning: controlling the movement of money during life, and after death, so it goes where it is supposed to go — and not somewhere else. Inside this text are the six critical documents for estate planning that everyone needs; the certainties surrounding death taxes; the five types of property ownership; the hows and whys of interest transfer and taxation of loved ones; and probate —simplification and avoidance.

Estate Planning contains the full ABCs of trusts: ILITs, QTIPs, CRATs, CRUTs, GRITs, GRATs, GRUTs, QPRTs, revocable, irrevocable, and more. Inside is the impact of the American Tax Payer Relief Act of 2012 and the essentials of post-mortem planning. Real data, real life examples that are easy to understand.

This professional estate planning perspective services multiple applications:

  • In an estate planning course as part of a comprehensive curriculum in financial planning or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the planning component in a Masters In Tax or Masters In Financial Planning program
  • Estate Planning meets all of the educational requirements for an Estate Planning course in any CFP Board-registered program

 

Digital copies of this book are distributed through VitalSource Bookshelf.

eBook Demonstration

Read more
Income Tax Planning
Income Tax Planning

 

How many Ph.Ds, JDs, CPAs, CFPs and CFAs does it take to write a really, really good text on income tax planning?

Two, two, two, three, and one, respectively. Plus, every one of the text’s authors has taught and practiced individual tax. That’s a lot of brainy, real-world perspective packed into one book. Anyone who reads this text will come away with the confidence of understanding the Form 1040 and knowing how to competently prepare a return.

Inside Income Tax Planning is the history of the income tax and the contribution to tax revenue from business, individual, employee and transfer taxes. Plus, the text’s presentation of The Triads of Tax actually makes it easy to understand the Internal Revenue Code. Also included is a comprehensive overview of the tax implications due to the Affordable Care Act.

This professional income tax planning perspective services multiple applications:

  • In an income tax planning course as part of a comprehensive curriculum in financial management or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the planning component in a Masters In Tax program
  • Income Tax Planning also meets all of the educational requirements for an Income Tax Planning course in any CFP Board-registered program

 

Digital copies of this book are distributed through VitalSource Bookshelf.

eBook Demonstration

Read more
Retirement Planning and Employee Benefits
Retirement Planning and Employee Benefits

How does money keep on working when the individual doesn’t?

Everything about money changes with retirement — when the working mindset goes from production to protection. This comprehensive text explains all the ways to make retirement work. How much is needed to retire? Inside are clever rule of thumbs you can put to work in seven seconds or less. How much money is really money in a retirement plan? With this text, you’ll know. How can you save a business owner $40,000, while contributing only $200 for younger employees? Is it better to tax today or during retirement? The answers are inside.


Using real data and ample real-life examples, Retirement Planning and Employee Benefits guides you through the intricacies of Roth and other IRAs; ISOs, NQSOs, SERPs, ESPPs and 83(b); Social Security; and the difference between pension, profit sharing, 401(k), 457, and all the other retirement plans. If it’s about retirement, it’s inside.


This professional retirement and employee benefit perspective services multiple applications: 

  • In a retirement and benefit planning course as part of a comprehensive curriculum in financial planning or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the retirement planning component in a Masters In Tax program
  • Retirement Planning and Employee Benefits also meets all of the educational requirements for a Retirement Planning course in any CFP Board-registered program

 

Digital copies of this book are distributed through VitalSource Bookshelf.

eBook Demonstration

Read more
Fundamentals of Financial Planning
Fundamentals of Financial Planning

Where fundamental financial science and theory merge with real life.

Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data and relevant case examples, Fundamentals of Financial Planning takes you logically through the process of client behavior, motivation and risk management, education funding and investment management, and the critical influence of time on the value of money.

This is an essential text that puts fundamental academics into a real life context to help ensure that concepts and best practices are comprehended, retained and ready for deployment.

This professional tax and financial planning perspective services multiple applications:

  • In a fundamentals course as part of a comprehensive curriculum in financial planning or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • Fundamentals of Financial Planning also meets all of the educational requirements for a Financial Planning course in any CFP Board-registered program

 

Digital copies of this book are distributed through VitalSource Bookshelf.

eBook Demonstration

Read more
Cases in Financial Planning: Analysis and Presentation
Cases in Financial Planning: Analysis and Presentation

Did you know that a personal financial statement is really a story? Better financial planners know that preparing and analyzing personal financial statements is not all about numbers. Inside Cases in Financial Planning: Analysis and Preparation are the real stories of how to create a sound client relationship in order to implement a sound financial plan. You’ll meet The Burkes, a 100% complete financial planning case with analysis and answers. Plus, there are 10 comprehensive cases that range from easy to hard. Also inside are mini-cases that illustrate how to analyze all of the sections of a financial plan. Woven throughout are tips and strategies for building a productive client relationship, including seven ways to to analyze a client situation. Real data, real cases; and appendices that are off the charts invaluable.

Cases in Financial Planning, Analysis & Presentation includes a variety of powerful learning tools and features: Complimentary financial planning software to assist with student analysis and presentations Instructor materials include suggested solutions with supporting schedules, PowerPoint® presentations for the introductory chapters, suggested syllabi, a grading rubric and software support This professional case study perspective services multiple applications: Client analysis and presentation of in-depth financial planning solutions as part of a comprehensive curriculum in financial planning or financial management A powerful and highly practical reference for practicing financial planner professionals Cases in Financial Planning, Analysis & Presentation is designed to meet the educational requirements for a Financial Plan Development course in any CFP Board-registered program. 

Software Tutorial

To access the Financial Planning Software you must have a registered Cases in Financial Planning textbook in your Money Education Account. Once registered, click "Financial Statement Preparation and Analysis Software" in the My Books section of your account.  

Burke Case Presentation

Read more
Income Tax Planning
Income Tax Planning

11th Edition (Fully Updated for TCJA 2017) coming April 13th!

 

How many Ph.Ds, JDs, CPAs, CFPs and CFAs does it take to write a really, really good text on income tax planning?

Two, two, two, three, and one, respectively. Plus, every one of the text’s authors has taught and practiced individual tax. That’s a lot of brainy, real-world perspective packed into one book. Anyone who reads this text will come away with the confidence of understanding the Form 1040 and knowing how to competently prepare a return.

Inside Income Tax Planning is the history of the income tax and the contribution to tax revenue from business, individual, employee and transfer taxes. Plus, the text’s presentation of The Triads of Tax actually makes it easy to understand the Internal Revenue Code. Also included is a comprehensive overview of the tax implications due to the Affordable Care Act.

This professional income tax planning perspective services multiple applications:

  • In an income tax planning course as part of a comprehensive curriculum in financial management or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the planning component in a Masters In Tax program
  • Income Tax Planning also meets all of the educational requirements for an Income Tax Planning course in any CFP Board-registered program

 

Digital copies of this book are distributed through VitalSource Bookshelf.

eBook Demonstration

Read more
Retirement Planning and Employee Benefits
Retirement Planning and Employee Benefits

14th Edition Now Available!  

How does money keep on working when the individual doesn’t?

Everything about money changes with retirement — when the working mindset goes from production to protection. This comprehensive text explains all the ways to make retirement work. How much is needed to retire? Inside are clever rule of thumbs you can put to work in seven seconds or less. How much money is really money in a retirement plan? With this text, you’ll know. How can you save a business owner $40,000, while contributing only $200 for younger employees? Is it better to tax today or during retirement? The answers are inside.


Using real data and ample real-life examples, Retirement Planning and Employee Benefits guides you through the intricacies of Roth and other IRAs; ISOs, NQSOs, SERPs, ESPPs and 83(b); Social Security; and the difference between pension, profit sharing, 401(k), 457, and all the other retirement plans. If it’s about retirement, it’s inside.


This professional retirement and employee benefit perspective services multiple applications: 

  • In a retirement and benefit planning course as part of a comprehensive curriculum in financial planning or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the retirement planning component in a Masters In Tax program
  • Retirement Planning and Employee Benefits also meets all of the educational requirements for a Retirement Planning course in any CFP Board-registered program

 

Digital copies of this book are distributed through VitalSource Bookshelf.

eBook Demonstration

Read more
Estate Planning
Estate Planning

11th Edition Coming August 2018! 

 

Money never dies. It just moves.

That is the essence of Estate Planning: controlling the movement of money during life, and after death, so it goes where it is supposed to go — and not somewhere else. Inside this text are the six critical documents for estate planning that everyone needs; the certainties surrounding death taxes; the five types of property ownership; the hows and whys of interest transfer and taxation of loved ones; and probate —simplification and avoidance.

Estate Planning contains the full ABCs of trusts: ILITs, QTIPs, CRATs, CRUTs, GRITs, GRATs, GRUTs, QPRTs, revocable, irrevocable, and more. Inside is the impact of the American Tax Payer Relief Act of 2012 and the essentials of post-mortem planning. Real data, real life examples that are easy to understand.

This professional estate planning perspective services multiple applications:

  • In an estate planning course as part of a comprehensive curriculum in financial planning or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the planning component in a Masters In Tax or Masters In Financial Planning program
  • Estate Planning meets all of the educational requirements for an Estate Planning course in any CFP Board-registered program

 

Digital copies of this book are distributed through VitalSource Bookshelf.

eBook Demonstration

Read more
Insurance Planning
Insurance Planning

Insurance is complicated, by design. Understanding it doesn’t have to be.

Life is a series of risk management decisions and that includes insurance. Here is how to know all the ways insurance can and should be used to mitigate risk. This text guides you through the basics of life, health, disability insurance, long-term care, property and liability insurance; and let’s not forget Social Security and managing personal credit. Using real data and real life examples, readers will soon understand risk retention, avoidance and shifts; and how to avoid the sidetracking of life plans by unexpected and uncovered risk.

This professional insurance planning perspective services multiple applications:

  • In a stand-alone insurance planning course
  • As a reliable and comprehensive reference for practicing financial professionals
  • In a fundamentals course as part of a comprehensive curriculum in financial planning or financial management
  • Insurance Planning also meets all of the educational requirements for a Financial Planning course in any CFP Board-registered program

 

Digital copies of this book are distributed through VitalSource Bookshelf.

eBook Demonstration

Read more
Income Tax Planning
Income Tax Planning

11th Edition is Fully Updated for TCJA 2017!

How many Ph.Ds, JDs, CPAs, CFPs and CFAs does it take to write a really, really good text on income tax planning?

Two, two, two, three, and one, respectively. Plus, every one of the text’s authors has taught and practiced individual tax. That’s a lot of brainy, real-world perspective packed into one book. Anyone who reads this text will come away with the confidence of understanding the Form 1040 and knowing how to competently prepare a return.

Inside Income Tax Planning is the history of the income tax and the contribution to tax revenue from business, individual, employee and transfer taxes. Plus, the text’s presentation of The Triads of Tax actually makes it easy to understand the Internal Revenue Code. Also included is a comprehensive overview of the tax implications due to the Affordable Care Act.

This professional income tax planning perspective services multiple applications:

  • In an income tax planning course as part of a comprehensive curriculum in financial management or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the planning component in a Masters In Tax program
  • Income Tax Planning also meets all of the educational requirements for an Income Tax Planning course in any CFP Board-registered program

 

Digital copies of this book are distributed through VitalSource Bookshelf.

eBook Demonstration

Read more
Retirement Planning and Employee Benefits
Retirement Planning and Employee Benefits

How does money keep on working when the individual doesn’t?

Everything about money changes with retirement — when the working mindset goes from production to protection. This comprehensive text explains all the ways to make retirement work. How much is needed to retire? Inside are clever rule of thumbs you can put to work in seven seconds or less. How much money is really money in a retirement plan? With this text, you’ll know. How can you save a business owner $40,000, while contributing only $200 for younger employees? Is it better to tax today or during retirement? The answers are inside.


Using real data and ample real-life examples, Retirement Planning and Employee Benefits guides you through the intricacies of Roth and other IRAs; ISOs, NQSOs, SERPs, ESPPs and 83(b); Social Security; and the difference between pension, profit sharing, 401(k), 457, and all the other retirement plans. If it’s about retirement, it’s inside.


This professional retirement and employee benefit perspective services multiple applications: 

  • In a retirement and benefit planning course as part of a comprehensive curriculum in financial planning or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the retirement planning component in a Masters In Tax program
  • Retirement Planning and Employee Benefits also meets all of the educational requirements for a Retirement Planning course in any CFP Board-registered program

 

Digital copies of this book are distributed through VitalSource Bookshelf.

eBook Demonstration

Read more

More