Investment Planning: Concepts and Strategies
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2nd Edition coming August 2019! 2nd Edition ISBN: 978-1-946711-62-5
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:
This professional investment planning perspective services multiple applications:
Read more |
Cases in Financial Planning: Analysis and Presentation
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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.
eBooks are distributed through VitalSource Bookshelf. Note: eBooks cannot be printed. Read more |
Estate Planning
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Estate Planning, 12th Edition Now Available ISBN: 978-1-946711-33-5
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 recent estate tax legislation 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:
eBooks are distributed through VitalSource Bookshelf. Note: eBooks cannot be printed. Read more |
Insurance Planning
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Insurance Planning, 7th Edition Now Available ISBN: 978-1-946711-31-1
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:
eBooks are distributed through VitalSource Bookshelf. Note: eBooks cannot be printed. Read more |
Fundamentals of Financial Planning
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7th Edition NOW AVAILABLE!
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:
DIGITAL PRODUCTS:
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Investment Planning: Concepts and Strategies
|
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:
This professional investment planning perspective services multiple applications:
DIGITAL PRODUCTS:
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Cases in Financial Planning: Analysis and Presentation
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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 Presentation 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 challenging. 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, 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.
DIGITAL PRODUCTS:
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Income Tax Planning
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Income Tax Planning, 14th Edition NOW AVAILABLE!
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:
DIGITAL PRODUCTS:
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Retirement Planning and Employee Benefits
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Retirement Planning & Employee Benefits, 17th Edition Coming June 2021!
The 16th edition has been updated for 2020, including the SECURE Act. 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.
DIGITAL PRODUCTS:
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Insurance Planning
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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:
DIGITAL PRODUCTS:
|
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Estate Planning
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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 recent estate tax legislation 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:
DIGITAL PRODUCTS:
Read more |
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Retirement Planning and Employee Benefits
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Stay informed with the most up-to-date information! New content in this latest and greatest edition:
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.
DIGITAL PRODUCTS:
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Fundamentals of Financial Planning
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Stay informed with the most up-to-date information! New content in this latest and greatest edition:
This is just to name a few! Many more significant updates are included in the 7th edition!
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 goal-setting and analysis, and risk management, education funding and investment management, and the critical influence of time on the value of money. In addition, the text provides guidance on developing the soft skills, such as developing a relationship of trust with the client, communicating effectively, and understanding client behavior and motivation, which are vital to a successful planning engagement. 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:
DIGITAL PRODUCTS:
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Income Tax Planning
|
Stay informed with the most up-to-date information! New content in this latest and greatest edition:
This is just to name a few! Many more significant updates are included in the 14th edition!
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:
DIGITAL PRODUCTS:
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Griffin Case (Cases 4th Ed)
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The Griffin case is a classic example of a young family struggling to find a balance between meeting current needs and reaching their long-term objectives. Should Jackie attempt to return to the work force or continue to stay at home to care for their three young children (ages 6, 3, and 1)? How can they gain control over their debt obligations and their budget? Do they have adequate emergency funds and insurance? And how can they achieve their long-term goals of saving for college expenses for the three children while also saving for their own retirement when they are already overspending their income? The financial planner is called upon to help the Griffins understand and assess their current financial situation and to guide them through the steps needed to improve their situation and get them on the path to reaching their goals. Use of Money Education’s Financial Statement Preparation & Analysis (FSPA) software will provide the student an opportunity to experience how software aids in the analysis of the client’s current situation and the power of using software to test various scenarios in seeking the best solution to reach the client’s goals. A multitude of reports can be generated to assist the student/planner with analysis, and the student/planner can then select a few appropriate illustrations that will be used in presenting the plan to the client.
DIGITAL PRODUCTS:
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