Financial Planning

I offer the books below not necessarily with an endorsement. I have seen a lot of poorly written books and those by people who didn't know what they were talking about (Beardstown Ladies for example). Some are simply presented since the more you read about this complicated and convoluted area, the better able you may be to make informed decisions. I'd always look at what I may have written recently since I tend to stay relatively current.

I have tried to keep the publish dates 1996 and AFTER in most cases. The changes in the tax laws and investment criteria make earlier publications suspect in certain areas. And I have tried to avoid the get rich schemes and the very cheap books that give you ten steps to financial success. Waste of effort. Anyway, do your homework and READ!

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2001 Financial Planning for Physicians and Healthcare Professionals
by David E. Marcinko. Paperback (June 2000) $145

401(K) Answer Book 2000

Steven J. Franz(Editor) / Hardcover / Published 1999
Our Price: $136.00 (Special Order)

401(K) Plans : A Comprehensive Planning and Compliance Guide (Cpa's Practice Guide Series) ~ Usually ships in 24 hours

Michael E. Lloyd, et al / Hardcover / Published 1996
Our Price: $115.00
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401(K) Today : Designing, Maintaining, & Maximizing Your Company's Plan ~ Usually ships in 24 hours

Stephen J. Butler / Paperback / Published 1999
Our Price: $27.95
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4 Steps to Financial Security for Lesbian and Gay Couples ~ Usually ships in 24 hours

Harold L. Lustig, Kelly Bonnevie / Paperback / Published 1999
Our Price: $11.20 ~ You Save: $2.80 (20%)
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Advances in Behavioral Finance
by Richard H. Thaler (Editor)

Advising the Elderly Or Disabled Client : Legal, Health Care, Financial and Estate Planning (1999 #1)
by Lawrence A. Frolik, Melissa C. Brown. Hardcover $205

Advising the 60+ Investor : Tax and Financial Planning Strategies (Wiley Financial Advisor)
by Darlene Smith, et al (Hardcover - July 1999)

Before It's Too Late - Don't Leave Your Loved Ones Unprepared ~ Usually ships in 24 hours

Emily J. Oishi, Sue L Thompson / Spiral-bound / Published 1996
Our Price: $14.95
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The Best Way to Save for College : A Complete Guide to 529 Plans
by Joseph F. Hurley (Paperback - April 2001)
Average Customer Review: 5.0 out of 5 stars
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Beyond Greed and Fear : Understanding Behavioral Finance and the Psychology of Investing (Financial Management Association Survey and Synthesis series by Hersh Shefrin (Hardcover - November 1999)
Our Price: $30.99 /

The Business of Medical Practice : Profit Maximizing Skills for Savvy Doctors
by Dr. David E. Marcinko MBA CFP(Editor). Hardcover (July 2000) $68.95

College Financial Aid Made Easy : For the 1998-99 Academic Year ~ Ships in 2-3 days

Patrick L. Bellantoni, et al / Paperback / Published 1998
Our Price: $11.96 ~ You Save: $2.99 (20%)

Common Sense on Mutual Funds : New Imperatives for the Intelligent Investor ~ Usually ships in 24 hours

John C. Bogle / Hardcover / Published 1999
Our Price: $17.47 ~ You Save: $7.48 (30%)
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The Complete Guide to Offshore Money Havens, Revised and Updated 3rd Edition: How to Make Millions, Protect Your Privacy, and Legally Avoid Taxes ~ Usually ships in 24 hours

Jerome Schneider / Hardcover / Published 1999
Our Price: $21.00 ~ You Save: $9.00 (30%)
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The Complete Guide to Wealth Preservation and Estate Planning
by Jonathan G. Blattmachr. Hardcover (February 15, 2000) $165

The Cpa's Guide to a Successful Financial Planning Practice : Selling Financial Investments and Marketing Advisory Services ~ Usually ships in 24 hours

Jim H. Ainsworth / Paperback / Published 1995
Our Price: $68.00
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Die Broke : A Radical 4-Part Personal Finance Plan ~ Usually ships in 24 hours

Stephen M. Pollan, Mark Levine / Hardcover / Published 1998
Our Price: $17.50 ~ You Save: $7.50 (30%)
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Divorce and Money : How to Make the Best Financial Decisions During Divorce (4th) ~ Usually ships in 24 hours

Violet Woodhouse, et al / Paperback / Published 1998
Our Price: $21.56 ~ You Save: $5.39 (20%)
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The Divorce Mediation Answer Book : Save Time, Money, and Emotional Energy With a Mediated Separation or Divorce ~ Usually ships in 24 hours

Dolores Deane Walker, Carol A. Butler / Paperback / Published 1999
Our Price: $12.80 ~ You Save: $3.20 (20%)
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The Empty Nesters' Financial Handbook ~ Ships in 2-3 days

Mark E. Battersby / Paperback / Published 1998
Our Price: $14.36 ~ You Save: $3.59 (20%)
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Ernst and Young's Personal Financial Planning Guide
by Robert J. Garner, et al. Paperback (January 15, 2000) $17.95

The International Encyclopedia of Mutual Funds, Closed-End Funds and Real Estate Investment Trusts
by Peter W. Madlem, et al. Hardcover (December 1999)

Our Price:$48.75
You Save: $16.25 (25%)

Everything You Need To Know About Money and Investing: A Financial Expert Answers the 1,001 Most Frequently Asked Questions ~ Ships in 2-3 days

Sarah Young Fisher, Carol A. Turkington / Paperback / Published 1998
Our Price: $14.40 ~ You Save: $3.60 (20%)
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Expert Financial Planning: Investment Strategies From Industry Leaders
by Robert C. Arffa(Editor) (Hardcover)
Usually ships in 24 hours 39.96

The Financial Advisor's Analytical Toolbox : Using Technology to Optimize Client Solutions (Irwin/Iafp Series in Financial Planning) ~ Ships in 2-3 days

Ed McCarthy / Hardcover / Published 1997
Our Price: $38.50 ~ You Save: $16.50 (30%)
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The Financial Advisor's Guide to Divorce Settlement : Helping Your Clients Make Sound Financial Decisions (Irwin/Iafp Series in Financial Planning) ~ Usually ships in 24 hours

Carol Ann Wilson / Hardcover / Published 1996
Our Price: $31.50 ~ You Save: $13.50 (30%)
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Financial Markets and Corporate Strategy (Irwin/McGraw-Hill Series in Finance, Insurance and Real Estate) ~ Usually ships in 24 hours

Mark Grinblatt, Sheridan Titman / Hardcover / Published 1997
Our Price: $78.75
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Financial Planning for Cpas
by Phyllis Bernstein, et al. Paperback (January 15, 2000) 149

Financial Planning for Nonprofit Organizations (Nonprofit Law, Finance, and Management Series) ~ Ships in 2-3 days

Jody Blazek / Hardcover / Published 1996
Our Price: $59.95
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Financial Planning for Physicians and Healthcare Professionals (Business, Technology and Economic Survival Skills in the Era of Managed Care), with CD-ROM  

David Edward Marcinko MBA CFP ; Paperback, $155.00

Gay Money : Personal Finance for Gay Men and Lesbians ~ Ships in 2-3 days

Per Larson / Paperback / Published 1997
Our Price: $10.36 ~ You Save: $2.59 (20%)
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Getting Started as a Financial Planner by Jeffrey H. Rattiner (Hardcover - July 2000) $27.96

The Greenspan Effect : Words That Move the World's Markets
by David B. Sicilia, Jeffrey L. Cruikshank. Hardcover (September 1999) $17.95

Harnessing the Power of the Charitable Remainder Trust ~ Usually ships in 24 hours

Jr. Marc D. Hoffman/Leland E. Hoffman / Spiral-bound
Our Price: $69.95
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High-Net-Worth Psychology : Finding, Winning and Keeping Affluent Investors
by Russ Alan Prince, Karen Maru File. Paperback (June 1999)

Our Price:$60.00 Usually ships in 24 hours

How to Build Wealth With Your 401(K) : Everything You Need to Know to Become More Than a Millionaire over the Course of Your Working Lifetime ~ Usually ships in 24 hours

Steve Merritt / Paperback / Published 1997
Our Price: $19.95
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How to Protect Your Money Offshore ~ Ships in 2-3 days

Arnold Dr. Goldstein, Arnold S., Ph.D. Goldstein / Paperback / Published 1998
Our Price: $7.96 ~ You Save: $1.99 (20%)
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How to Retire Rich : Time-Tested Strategies to Beat the Market and Retire Style ~ Usually ships in 24 hours

James P. O'Shaughnessy / Paperback / Published 1999
Our Price: $10.40 ~ You Save: $2.60 (20%)
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Jonathan Pond's Financial Management Guide : Retirement Planning for Asset-Rich Individuals ~ Usually ships in 24 hours

Jonathan D. Pond / Paperback
Our Price: $15.96 ~ You Save: $3.99 (20%)
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Life Insurance : A Financial Planning Approach ~ Ships in 2-3 days

Mark S. Dorfman, Saul W. Adelman / Hardcover / Published 1992
Our Price: $59.95

Mature Money : Marketing Financial Services to the Booming Maturity Market (Irwin/Iafp Series in Financial Planning) ~ Usually ships in 24 hours

Joan M. Gruber / Hardcover / Published 1996
Our Price: $28.00 ~ You Save: $12.00 (30%)
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Money Talks : Black Finance Experts Talk to You About Money ~ Usually ships in 24 hours

Juliette Fairley, Jesse L. Jackson / Hardcover / Published 1998
Our Price: $16.07 ~ You Save: $6.88 (30%)
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Personal Financial Planning
by Lawrence J. Gitman. Hardcover (August 1999) 97.50

Personal Financial Planning
by G. Victor Hallman, Jerry S. Rosenbloom. Hardcover (January 15, 2000) 34.36

Personal Financial Planning (Addison-Wesley Series in Finance) ~ Usually ships in 24 hours

George E. Rejda, et al / Hardcover / Published 1998
Our Price: $73.13
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Personal Financial Planning
by G. Victor Hallman, Jerry S. Rosenbloom (Hardcover)
Average Customer Review: 4.7 out of 5 stars
Usually ships in 24 hours 34.36

Personal Financial Planning/Book and Worksheets ~ Ships in 2-3 days

Lawrence J. Gitman, Michael D. Joehnk / Hardcover / Published 1997
Our Price: $86.00

Physician's Financial Sourcebook : Investment, Risk Management & Retirement Tools for a Balanced Life ~ Usually ships in 24 hours

Paul H. Sutherland, Matthew F. Sutherland (Editor) / Paperback / Published 1998
Our Price: $29.95
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Planning Your Financial Future ~ Ships in 2-3 days

Louis E. Boone, David L. Kurtz / Paperback / Published 1997
Our Price: $60.00

Profit Patterns: 30 Ways to Anticipate and Profit from Strategic Forces Reshaping Your Business ~ Usually ships in 24 hours

Adrian J. Slywotzky(Editor), et al / Hardcover / Published 1999
Our Price: $19.25 ~ You Save: $8.25 (30%)
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The Psychology of Finance (Wiley Trading Advantage)
by Lars Tvede

The Psychology of Investing (Wiley Investment) ~ Usually ships in 24 hours

Lawrence E. Lifson(Preface), Richard A. Geist / Hardcover / Published 1999
Our Price: $29.95
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The Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax preparers ~ Usually ships in 24 hours

Charles A. Jaffe / Hardcover / Published 1998
Our Price: $17.50 ~ You Save: $7.50 (30%)
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The Single Parent's Money Guide ~ Ships in 2-3 days

Christie Watts Kelly, Emily W. Card / Paperback / Published 1996
Our Price: $11.96 ~ You Save: $2.99 (20%)
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Solutions Handbook : For Personal Financial Planning Business Planning Employee Benefits Estate Planning/With Quick Reference Guide ~ Ships in 2-3 days

Genevieve Ferraro(Editor), et al / Paperback / Published 1996
Our Price: $30.00
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STOCK OPTIONS: An Authoritative Guide to Incentive and Nonqualified Stock Options ~ Usually ships in 24 hours

Robert R. Pastore / Hardcover / Published 1999
Our Price: $39.95
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The Strategic Investment Decision : Evaluating Opportunities in Dynamic Markets (Financial Times Management) ~ Ships in 2-3 days

Roger Oldcorn, David Parker (Contributor) / Hardcover / Published 1996
Our Price: $39.95
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Suddenly Alone : A Financial Guide for Widows ~ Ships in 2-3 days

Al King(Editor) / Paperback / Published 1997
Our Price: $11.96 ~ You Save: $2.99 (20%)
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Tax Planning and Compliance for Tax-Exempt Organizations : Forms, Checklists, Procedures (Nonprofit Law, Finance, and Management Series) ~ Usually ships in 24 hours

Jody Tax and Financial Planning for Tax-Exempt Blazek, Tony Blazek / Hardcover / Published 1993
Our Price: $135.00
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Tax-Smart Investing : Maximizing Your Client's Profits (Wiley Financial Advisor Series)
by Andrew D. Westhem, Stewart J. Weissman. Hardcover (June 1999) $49.95

Thriving as a Broker in the 21st Century ~ Usually ships in 24 hours

Thomas J. Dorsey / Hardcover / Published 1999
Our Price: $27.97 ~ You Save: $11.98 (30%)
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Trust Busters : A Guide for Investment Professionals (Wiley Financial Advisor)

Rob Rikoon, Larry Waschka / Hardcover / Published 1999
Our Price: $34.97 ~ You Save: $14.98 (30%)

Values-Based Estate Planning: A Step-by-Step Approach toWealth Transfer for Professional Advisors
by Scott C. Fithian. Hardcover (April 2000) $31.96

Values-Based Financial Planning : The Art of Creating and Inspiring Financial Strategy
by Bill Bachrach (Hardcover - July 2000)
Usually ships in 24 hours 29.95

Why Smart People Make Big Money Mistakes-And How to Correct Them : Lessons from the New Science of Behavioral Economics -- by Gary Belsky, Thomas Gilovich; Paperback

Your Complete Guide to Financial Security : How to Invest and Prepare for Your Future Peace of Mind : Investing for the Future and Preparing for retir ~ Usually ships in 24 hours

Larry Burkett / Hardcover / Published 1998
Previously Published at: $35.98 ~ Value Priced at: $12.99
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