"...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]

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]

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]

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]

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

If one were to own only one book on the subject of financial planning, Practicing Financial Planning for Professionals would be the one to have. The book is a complete text and reference book for the financial professional, the aspiring planner and for anyone truly interested in the financial planning process. This book is complete and unique, all [Read More]