Personal Financial Planning

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Special People, Special Planning: Creating a Safe Legal Haven for Families With Special Needs

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The Complete Guide to Planning Your Estate in California: A Step-by-step Plan to Protect Your Assets, Limit Your Taxes, and Ensure Your Wishes Are Fulfilled for California Residents (Back-To-Basics)

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What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charitie[Read More]
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Real Life Financial Planning: An Easy-to-understand System to Organize Your Financial Plan and Prioritize Financial Decisions

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There is an abundance of information out there on financial planning - tips on general investment strategies, methods for portfolio diversification, steps to turn hundreds into thousands - but these don't always incorporate sound, experience-related, applicable advice. In Real Life Financial Planning CFP Todd Bramson strives to impart the knowledge[Read More]
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ESPlannerTM 2000: Revolutionary Financial Planning Software – CD-ROM edition

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"...if you demand the deepest and most powerful planning engine, look no further." -- The Washington Post ESPlanner, developed by Economic Security Planning, Inc., revolutionizes financial planning. Traditional financial planning makes you set your own saving and life insurance targets. This is hard and, if you set your targets too low, dang[Read More]
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Living Life After Divorce & Widowhood: Financial Planning, Skills, and Strategies for When the Unthinkable Happens

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The massive change in your life after a spouse leaves can be overwhelming, both emotionally and financially. With a divorce rate holding steady at 36 percent per capita, according to the National Center for Health Statistics, and the wide range of individuals stricken by their spouse's early death, the dilemma of having to handle your own finances [Read More]
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Set for Life: A Financial Planning Guide for People Over 50

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PaineWebber investment executive Bambi Holzer's first book, Retire Rich, presented peak-earning, but financially naïve, baby boomers with the fundamental tools and techniques necessary to create individualized retirement plans based on current situations and projected needs. In Set for Life, she addresses financial planning and management i[Read More]
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Estate Planning for Dummies

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Pass on your money and property, not your tax burden The straightforward, reader-friendly guide to planning for your family’s future Worried about what will happen to your assets after you’re gone? Don’t want to leave your heirs with a fat tax bill? Relax! Now there’s Estate Planning For Dummies, the simple guide that takes the pa[Read More]
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Practicing Financial Planning for Professionals Textbook Version, Ninth Edition

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This is the textbook version of the critically acclaimed Practicing Financial Planning for Professionals. It is the 9th edition, updated August 2005.
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Cash Flow Planning (Financial Peace)

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