Retirement Planning and Employee Benefits for Financial Planners

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Written at the graduate and undergraduate level for students interested in acquiring an understanding of retirement planning from a professional financial planning viewpoint. Intended to be used in a Retirement Planning course as part of an overall curriculum in financial planning. Also intended to serve as a reference for practicing professional f[Read More]
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Fundamentals of Personal Financial Planning

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Retirement Security: Understanding and Planning Your Financial Future

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Millions of Americans face the possibility of a personal retirement crisis in the coming years. In the not too distant future, known demographic trends, projected financial imbalances in Social Security and Medicare programs, changes in employer pension and retiree health plans—and inadequate planning—threaten to derail your retirement security[Read More]
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Estate Planning for Financial Planners

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AMA Physicians’ Guide to Financial Planning

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All the information physicians need for successful financial planning. Offers solid, common sense tools tailored to help physicians and their families manage day-to-day financial issues. This interactive guide provides expert advice on financial planning, saving, investing, self-guided portfolio management, obtaining loans and mortgages, bu[Read More]
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Personal Finance with Financial Planning Software (3rd Edition)

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Madura’s hands-on, practical approach and financial plan-based organization–its six-part structure mirrors the six steps of financial planning–ensures students learn to make sound financial decisions and leave the course with their own ready-to-implement financial plans. The Third Edition’s enhanced interactive format features integrated In[Read More]
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Consequences: A Unique Approach To Financial Planning For Young Adults

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The decisions you make when you are young can dramatically change your life. Unfortunately, most people don't know their options, let alone the consequences of acting on those options. Saving just $6 each month, for example, can increase your retirement wealth by nearly $70,000. Changing the way you buy your cars can add a MILLION dollars to[Read More]
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Real Life Financial Planning for the Young Dental Professional: A Dental Professional¿s Guide to Financial Security

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Dentists, Orthodontists, Periodontists, Endodontists, Oral Surgeons, Prosthodontists, Pediatric Dentists and other dental specialists have unique financial needs. You have so many financial issues and options on a personal and business level. This complexity can make decision making very difficult. There is so much information “out there,” b[Read More]
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Financial Planning for the Older Client

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Nonprofit Financial Planning Made Easy (Wiley Nonprofit Law, Finance and Management Series)

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Nonprofit Financial Planning Made Easy presents straightforward strategies to make financial management a more smooth and successful process. Filled with practical forms and checklists to aid you in planning and managing your organizations' financial resources, Nonprofit Financial Planning Made Easy equips your nonprofit with step-by-step solutions[Read More]
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