The Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning) [Paperback]

Stephan R. Leimberg (Author), Martin J. Satinsky (Author), Robert T. Leclair (Author), Robert J., Jr. Doyle (Author)

Book Description

Publication Date: August 2002 | ISBN-10: 0872186156 | ISBN-13: 978-0872186156 | Edition: 6

In today's constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools & Techniques of Financial Planning. Delivering the most current and essential strategies, this latest editon is ideal for all students and professionals who must master the fundamentals of financial planning.
Steps and tools in the financial planning process as well as in-depth reviews of the various strategies in today s market with emphasis on cash-flow management within personal financial planning, and expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and finding strategies for education planning.



New 9th Edition offers coverage on:


The impact of the market downturn and uncertain economic times on financial planning and how it has changed.
Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs.
Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated.
Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts.
Implications of transfers of property between spouses related to divorce, and discussion of what is regarded as marital for divorce purposes.




Ideal for:

Financial Planners, Advisors, Bankers, Stockbrokers, Accountants, Attorneys, Financial Planning Instructors and

Students, Law Offices, CPA firms, Insurance Agents, Para-professionals

--This text refers to an alternate Paperback edition.

Product Details

• Paperback: 656 pages
• Publisher: Natl Underwriter Co; 6 edition (August 2002)
• Language: English
• ISBN-10: 0872186156
• ISBN-13: 978-0872186156
• Product Dimensions: 10.7 x 8.3 x 1.4 inches
• Shipping Weight: 3.4 pounds
• Average Customer Review: 3.0 out of 5 stars  See all reviews (13 customer reviews)
• Amazon Best Sellers Rank: #3,340,835 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

50 of 64 people found the following review helpful:

1.0 out of 5 stars Don't waste your money., September 9, 2002

By 

chris (Dallas, Texas - United States) - See all my reviews

This review is from: The Tools & Techniques of Financial Planning (Paperback)

Lesson One in Financial Planning: Don't waste money. If you know absolutely nothing about investing and planning, then this book is for you.

Alternative title: "Financial Planning For High School Freshman"

Case-in-point, the reader must slog through 290 pages to get to chapter 16 titled, "Risk & Reward". And then, (drum roll, please!) we get this gem, "Sound investment management principals dictate that the investor should almost never invest in just one asset class to the exclusion of all others". WOW, that's worth every penny of my ($). THANKS!

Bottom line, if you're in the financial services business and you need this book...it's time to rethink that career choice.

9 of 11 people found the following review helpful:

4.0 out of 5 stars Pretty good, July 25, 2006

By 

C. Hanford (Benicia, CA) - See all my reviews

This review is from: Tools & Techniques of Financial Planning 7th edition (Tools and Techniques of Financial Planning) (Paperback)

A lot of good info. Fills in the gaps in my knowledge of investing, finance, banking, estate planning, retirement options, etc. There are quite a few typos, however, and a lot of awkward sentence structure. Strange because it's nothing that MS Word wouldn't catch. It needs a pro writer re-write.

4 of 4 people found the following review helpful:

4.0 out of 5 stars Full of information but dense, May 9, 2007

By 

J. Giminez "Gi" (Columbus, OH USA) - See all my reviews
(REAL NAME)   

This review is from: Tools & Techniques of Financial Planning 7th edition (Tools and Techniques of Financial Planning) (Paperback)

I received this book in the high hopes of having everything explained to me in clear English. For the most part, my expectations were met. The downside is that the reading is quite dense in most parts. In addition, being a Tax Professional, I found a few, minor errors in the Tax Planning section. Otherwise, the book has been a tremendous help in my studies to become a CFP(R).