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The Encyclopedia of Financial Planning
 
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The Encyclopedia of Financial Planning [Paperback]

Financial Planning Association (Author), Lisa Holton (Editor)
4.0 out of 5 stars  See all reviews (1 customer review)

Price: $29.95 & this item ships for FREE with Super Saver Shipping. Details
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Book Description

November 13, 2006
In recent years, the Financial Planning Association has created an extensive archive of information on financial planning topics. FPA, the organization on which thousands of financial planning professionals rely, has drawn from that archive and from up-to-the-minute observations from its financial planners to create this book to help you make smart financial decisions and realize your life's dreams. This book will provide you with basic guidance to establish and maintain your financial health. You'll learn how to organize your financial information and view your finances the way financial planning professionals do, as a series of interrelated considerations that work together to create your whole financial picture.

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Editorial Reviews

Review

When the nation's leading professional financial planning organization publishes its first book for consumers, you would expect to read an excellent book. The FPA Press will exceed your expectations with The Encyclopedia of Financial Planning. --Al Duarte, VP of Education, InCharge Education Foundation, Inc.

Throughout their lives people understand they need the help of certain professionals: a doctor, dentist, and sometimes maybe even a lawyer. Too often, they find out too late that they should have included a financial planner in that group, and the time usually only comes when they want to stop working but can't. This book will help people avoid that 'oops' moment. --John Crudele, Financial columnist, New York Post

Product Details

  • Paperback: 415 pages
  • Publisher: FPA Press; 1st edition (November 13, 2006)
  • Language: English
  • ISBN-10: 0975344870
  • ISBN-13: 978-0975344873
  • Product Dimensions: 8.2 x 5.3 x 1.2 inches
  • Shipping Weight: 1.4 pounds (View shipping rates and policies)
  • Average Customer Review: 4.0 out of 5 stars  See all reviews (1 customer review)
  • Amazon Best Sellers Rank: #505,993 in Books (See Top 100 in Books)

More About the Author

ABOUT LISA HOLTON

Lisa Holton is a former Business Editor and reporter for the Chicago Sun-Times. In 1998, she began working as an independent business writer, author and producer working at her firm, The Lisa Company. She works for corporations, publications associations and universities worldwide as a soloist and with talented media partners.

She has 14 books to her credit -- half as author, the other half as ghostwriter for busy executives and academics. Most are sold right here on Amazon.

In 2009, she helped form Really Simple Video, a production partnership that brings web video to her client base. She handles research, writing and interviewing duties on company and organizational videos and podcasts.

Holton has written for a variety of national publications, including Corporate Board Member, the American Bar Association Journal, Parents, American Demographics, Latina, Working Mother, the Journal of Financial Planning, the Boston Globe and the Chicago Tribune.

Lisa is a graduate of Northwestern University's Medill School of Journalism and a current member and former national board member of the Society of American Business Editors and Writers (SABEW). She also belongs to the Authors Guild, the Association of Health Care Journalists, the International Association of Business Communicators (IABC) and the Society of Midland Authors.

In her spare time, Holton writes screenplays and is addicted to movies and theater. Her feature screenplay "The Plant" was a quarterfinalist for the 2002 Nicholl Fellowships in Screenwriting offered by the Academy of Motion Picture Arts and Sciences.

A native of Moline, Ill., Holton grew up in downstate Illinois and Louisville, Ky. She considers the Windy City her home but shuttles between Chicago, Louisville and Los Angeles on projects. She lives in suburban Evanston with her dog Earl.

Her websites:

www.TheLisaCompany.com
www.ReallySimpleVideo.com
www.OneQuestionBlog.com

 

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Most Helpful Customer Reviews

3 of 3 people found the following review helpful:
4.0 out of 5 stars Good recap of financial topics, March 9, 2007
By 
Daniel Serra "danserra" (COLORADO SPRINGS, CO United States) - See all my reviews
(REAL NAME)   
This review is from: The Encyclopedia of Financial Planning (Paperback)
If you want a quick read on topics pertaining to financial planning, this book is a good desk reference. It doesn't go into detail but hits the main points on topics from investing to estate planning. It is not technical so easy to understand the writing. The writers are from the Financial Planning Association, which is made of the top Certified Financial Planners in the country, so you the know information is reliable. Use this book as a start or as reference to whatever financial questions you have, but it is not a replacement for individual planning help.
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