Ernst & Young’s Personal Financial Planning Guide, Special Tax Edition: Ernst & Young LLP, Ernst, Young LLP

• Filed under: Recommended

Editorial Reviews

From Library Journal
As is common with financial planners, this one, written by staff at one of the Big Six accounting firms, covers such things as determining net worth, setting up and following a budget, accumulating assets (most importantly by developing the savings habit), and stocks, bonds, mutual funds, and cash equivalents. It explains investment risk and return; home buying and selling; the various types of insurance (life, home, health, car, and disability); the financial consequences of marriage, prenuptial agreements, and divorce; paying for college; and estate planning. The work is unique in a couple of areas: it covers starting a business especially thoroughly and bases planning on a “life event” perspective?gearing the planning to the goal. Unfortunately, in common with other financial planners, it virtually ignores singles. Up to date, comprehensive, easy to use, and reasonably priced, this merits purchase for general collections.?Alex Wenner, Indiana Univ. Libs., Bloomington
Copyright 1995 Reed Business Information, Inc.
–This text refers to an out of print or unavailable edition of this title.

From Booklist
Given that the information contained therein is authoritative and thorough, financial planning guides are one category of book where the newest is often the best. This most recent arrival comes from the respected accounting giant Ernst & Young, already well regarded for its personal tax planning guides, and its new manual is also comprehensively encyclopedic in scope. Divided into two major sections, the book first covers the fundamentals of financial planning (the actual planning process, investing, insurance, estate planning, etc.) and then focuses on major life events (marriage, home buying, starting a business, raising a family, retirement, etc.), showing how each event or stage in life affects one’s current financial picture and future outlook. Included are 70 charts, tables, and work sheets. With the added feature of being issued in an inexpensive paperback edition, this is one book that all public libraries should consider. David Rouse
–This text refers to an out of print or unavailable edition of this title.

Order Ernst & Young’s Personal Financial Planning Guide, Special Tax Edition: Ernst & Young LLP, Ernst, Young LLP form Amazon.

Ernst & Young’s Retirement Planning Guide , Special Tax Edition: Ernst & Young, Ernst, Young LLP

• Filed under: Recommended

Use the New Tax Law to Retire on Your Terms

Are you planning your retirement with the Economic Growth and Tax Relief Reconciliation Act of 2001 in mind? If not, you could be missing out on important changes that could help you build a larger nest egg or even retire early. Drawing on the experience of the nation’s premier tax and financial planners, Ernst & Young’s Retirement Planning Guide, Special Tax Edition shows you how to use the new tax law to plan for a secure future–whether you’re just getting started or on the verge of retirement.

This practical guide highlights key financial and personal issues you need to consider during your pre-retirement and retirement years, including essential information on how the new tax law will affect your retirement.

From guidance on portfolio diversification and Social Security to the new tax rules that will impact IRAs and 401(k) plans, Ernst & Young’s Retirement Planning Guide, Special Tax Edition provides the insight and assistance you need to take advantage of the new tax law and plan for a financially secure future.

• The effect the new tax law will have on your retirement plan–from pension withdrawals to IRA limits and new tax-deferred plans
• The latest financial instruments for retirement savings
• Worksheets, tips, and action items, as well as additional resources, including Web sites
• Strategies to overcome adverse financial events
• Wealth-building techniques to help you retire early
• Practical ideas and easy-to-understand charts and tables

From the Back Cover
Use the New Tax Law to Retire on Your Terms

Are you planning your retirement with the Economic Growth and Tax Relief Reconciliation Act of 2001 in mind? If not, you could be missing out on important changes that could help you build a larger nest egg or even retire early. Drawing on the experience of the nation’s premier tax and financial planners, Ernst & Young’s Retirement Planning Guide, Special Tax Edition shows you how to use the new tax law to plan for a secure future–whether you’re just getting started or on the verge of retirement.

This practical guide highlights key financial and personal issues you need to consider during your pre-retirement and retirement years, including essential information on how the new tax law will affect your retirement.

From guidance on portfolio diversification and Social Security to the new tax rules that will impact IRAs and 401(k) plans, Ernst & Young’s Retirement Planning Guide, Special Tax Edition provides the insight and assistance you need to take advantage of the new tax law and plan for a financially secure future.

• The effect the new tax law will have on your retirement plan–from pension withdrawals to IRA limits and new tax-deferred plans
• The latest financial instruments for retirement savings
• Worksheets, tips, and action items, as well as additional resources, including Web sites
• Strategies to overcome adverse financial events
• Wealth-building techniques to help you retire early
• Practical ideas and easy-to-understand charts and tables

Order Ernst & Young’s Retirement Planning Guide , Special Tax Edition: Ernst & Young, Ernst, Young LLP form Amazon.

The Complete Idiot’s Guide to Success as a Personal Financial Planner (Complete Idiot’s Guide to): CPA, PFS, CFP, John P. Napolitano

• Filed under: Recommended

Editorial Reviews

Building a successful career in a red-hot field.

Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more.
—Includes a comprehensive resource section

About the Author
John P. Napolitano, CPA, PFS, CFP (registered symbol), MST, is Chairman and CEO of U.S. Wealth Management, LLC.  He started the company to help CPAs and Financial Advisors build a Wealth Management Practice around their core accounting and advisory practice.  John is a well-known financial practitioner, writer, instructor, and broadcast commentator.

Order The Complete Idiot’s Guide to Success as a Personal Financial Planner (Complete Idiot’s Guide to): CPA, PFS, CFP, John P. Napolitano form Amazon.

In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners: Mary Rowland

• Filed under: Recommended

Editorial Reviews

Review
“Brilliantly documents how many of today’s top planners have organized their practices. This book will be of great help.” — Don Phillips, Managing Director, Morningstar Inc.

“Somewhere in ‘The Perfect Model’ is YOUR perfect business model.” — Bob Veres, Publisher, Inside Information, and Author, The Cutting Edge

“The best, brightest, and most successful planners tell you how they make their practice work for their clients and themselves.” — Mitch Anthony, President, Advisor Insights, Inc., and Author, Your Clients for Life and The New Retirementality

“The most important practice management book of the year… should be required reading for every independent financial advisor.” — Joel Bruckenstein, MorningstarAdvisor.com

Cutting-edge financial advisers go far beyond giving comprehensive client service. They are the profession’s theorists and practical pioneers, developing new practice models that attract the kind of clients they want most and that help their businesses to grow.

In Search of the Perfect Model profiles some of the most creative minds in the planning field and explains how they turned their practices into distinctive businesses—offering instructive lessons to their peers. Beginning with an overview of how the profession has evolved in recent years, Mary Rowland analyzes how planners define and structure their enterprises—from big firms to sole proprietors, from national to regional operations, from generalists to niche players, and from those collecting annual retainers or hourly fees to those who charge by assets under management. Rowland concludes with a special focus on important issues related to managing a practice.

Financial advisers are perpetually in search of the perfect business model. This fascinating overview will awaken planners to the many unique practice structures available and will help you find one that matches their strengths, personalities, planning philosophies, and lifestyles.

Order In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners: Mary Rowland form Amazon.

In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners: Mary Rowland

• Filed under: Recommended

Editorial Reviews

Review
“Brilliantly documents how many of today’s top planners have organized their practices. This book will be of great help.” — Don Phillips, Managing Director, Morningstar Inc.

“Somewhere in ‘The Perfect Model’ is YOUR perfect business model.” — Bob Veres, Publisher, Inside Information, and Author, The Cutting Edge

“The best, brightest, and most successful planners tell you how they make their practice work for their clients and themselves.” — Mitch Anthony, President, Advisor Insights, Inc., and Author, Your Clients for Life and The New Retirementality

“The most important practice management book of the year… should be required reading for every independent financial advisor.” — Joel Bruckenstein, MorningstarAdvisor.com

Cutting-edge financial advisers go far beyond giving comprehensive client service. They are the profession’s theorists and practical pioneers, developing new practice models that attract the kind of clients they want most and that help their businesses to grow.

In Search of the Perfect Model profiles some of the most creative minds in the planning field and explains how they turned their practices into distinctive businesses—offering instructive lessons to their peers. Beginning with an overview of how the profession has evolved in recent years, Mary Rowland analyzes how planners define and structure their enterprises—from big firms to sole proprietors, from national to regional operations, from generalists to niche players, and from those collecting annual retainers or hourly fees to those who charge by assets under management. Rowland concludes with a special focus on important issues related to managing a practice.

Financial advisers are perpetually in search of the perfect business model. This fascinating overview will awaken planners to the many unique practice structures available and will help you find one that matches their strengths, personalities, planning philosophies, and lifestyles.

Order In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners: Mary Rowland form Amazon.

Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers: Deena B. Katz

• Filed under: Recommended

Editorial Reviews

Review
“Every financial planner should read this book. The chapter ‘concierge service’ is worth many times the price on its own.” — David S. Norton, CFP, President , Institute of Financial Planning

“Gives insights on how to make a practice more successful–and it also gives some real perspective on what success is.” — Janet G. McCallen, CAE, Executive Director , International Association for Financial Planning

“This book outlines step-by-step how you can make your practice an efficient, profitable, and highly professional endeavor.” — Don Phillips, President and CEO, Morningstar, Inc.

Deena Katz, one of America’s most sought after financial advisers, shares her management expertise in this guide to strengthening a financial planning or advising practice. Drawing on 20 years’ experience, Katz explains the essential nuts and bolts for surviving and thriving as a financial planner. She shows planners how to develop a client-centered marketing approach and how to expand their business at a comfortable, manageable pace.

See all Editorial Reviews

order Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers: Deena B. Katz now and save money!

Best Practices for Financial Advisors (Bloomberg Professional Library): Mary Rowland, Michael R. Bloomberg

• Filed under: Recommended

Editorial Reviews

From Library Journal
Rowland (A Commonsense Guide to Mutual Funds, LJ 5/15/96) aims here at those who provide fianancial advice or manage other people’s money, i.e., “fiduciaries.” He explains where to get the best training, which groups and conferences are valuable for networking, how to handle the press, how to market the services, and how best to charge for services. She gathered this information in teleconference calls with 55 of the field’s best practitioners. It is not enough to be expert in the complex fields involved; the ideal planner/adviser looks at clients holistically, tries to determine their risk tolerance, and avoids conflicts of interest. Although Rowland’s work is directed at a comparatively small audience, the average reader, too, can learn not only what to look for in hiring an adviser but how to be a better client. For business libraries.?Alexander Wenner, Indiana Univ. Lib., Bloomington
Copyright 1997 Reed Business Information, Inc.

Review
This is the best effort yet to put down…the wisdom that has been gathering in the best financial planning practices around the country. If you want to know what some of the most thoughtful practitioners in the profession think about practice management, ethics, marketing focus, regulation, compliance and client relationships, this is the best thing we have in print. — Robert N. Veres, Editor-at-Large, Dow Jones Investment Advisor, Publisher, Inside Information

$Order Best Practices for Financial Advisors (Bloomberg Professional Library): Mary Rowland, Michael R. Bloomberg From Amazon and save money$

The Investment Think Tank: Theory, Strategy, and Practice For Advisers: Harold Evensky, Deena B Katz

• Filed under: Recommended

Editorial Reviews

Charlie Haines, MBA, CFP, President and CEO, Charles D. Haines, LLC
“All serious practitioners should take the time to read The Investment Think Tank.”

Jessica M. Bibliowicz, President and CEO, National Financial Partners
“There’s something here for even the most seasoned inthe business. And if you’re new at the game, pay close attention.”

$Order From Amazon and save money$

In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners: Mary Rowland

• Filed under: Recommended

Editorial Reviews

Joel Bruckenstein, MorningstarAdvisor.com
“The most important practice management book of the year… should be required reading for every independent financial advisor.”

Don Phillips, Managing Director, Morningstar Inc.
“Brilliantly documents how many of today’s top planners have organized their practices. This book will be of great help.”

$Order From Amazon and save money$

Best Practices for Financial Advisors (Bloomberg Professional Library): Mary Rowland, Michael R. Bloomberg

• Filed under: Recommended

Editorial Reviews

From Library Journal
Rowland (A Commonsense Guide to Mutual Funds, LJ 5/15/96) aims here at those who provide fianancial advice or manage other people’s money, i.e., “fiduciaries.” He explains where to get the best training, which groups and conferences are valuable for networking, how to handle the press, how to market the services, and how best to charge for services. She gathered this information in teleconference calls with 55 of the field’s best practitioners. It is not enough to be expert in the complex fields involved; the ideal planner/adviser looks at clients holistically, tries to determine their risk tolerance, and avoids conflicts of interest. Although Rowland’s work is directed at a comparatively small audience, the average reader, too, can learn not only what to look for in hiring an adviser but how to be a better client. For business libraries.?Alexander Wenner, Indiana Univ. Lib., Bloomington
Copyright 1997 Reed Business Information, Inc.

Robert N. Veres, Editor-at-Large, Dow Jones Investment Advisor, Publisher, Inside Information
This is the best effort yet to put down…the wisdom that has been gathering in the best financial planning practices around the country. If you want to know what some of the most thoughtful practitioners in the profession think about practice management, ethics, marketing focus, regulation, compliance and client relationships, this is the best thing we have in print.

$Order From Amazon and save money$