Your Shopping cart is empty.

Shipping notice:

Due to the Thanksgiving Holiday orders placed after 11:00 AM EST on Wednesday November 26th  will not be processed until Monday, December 1st.

 

2014 Field Guide to Financial Planning

SKU: 1780014B

Be the first to review this product

Availability: In stock

Quick Overview

Field Guide to Financial Planning offers step-by-step solutions to hundreds of planning needs and challenges.  It is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in financial and wealth management planning.

2014 Field Guide to Financial Planning

Look Inside The Book


READ OUR eBOOKS ON...

• iPad
• Kindle Fire
• Nook Color
• Galaxy Tab
• Xoom
• PC / Mac


List of Supported Devices
eBook Download Instructions

End-User License Agreement

Field Guide to Financial Planning offers step-by-step solutions to hundreds of planning needs and challenges.  It is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in financial and wealth management planning.

The 2014 Edition of Field Guide to Financial Planning is the sales strategy tool that no financial planner should go without.

Field Guide to Financial Planning offers step-by-step solutions to hundreds of planning needs and challenges.  It is the definitive guide for agents and financial planners to identify, understand, and employ the concepts used in financial and wealth management planning.

Discover targeted planning opportunities and illustrated strategies for:
- Portfolio Management
- Investment Analysis
- Alternative Minimum Tax
- Mutual Funds
- Futures
- Real Estate
- And much more!

The 2014 Edition of Field Guide to Financial Planning has been completed updated to include:
- Updated and enhanced core information
- New information and analysis of the Affordable Care Act
- Updated information on Original Issue Discount (OID) bonds
- Additional information on using Exchange-Traded funds for college savings
- The latest changes in HUD regulations on Reverse Mortgages

 ISBN
9781939829474
 EISBN
9781939829481
 Page Count
544
 Publication Date
Mar 10, 2014
 Author
Michael E. Kitces, MSFS, MTAX, CFP®, CLU®, and Donald F. Cady, J.D., LL.M., CLU®
 Edition
2014