Financial Planning

Access complex tax rules that are broken down and explained in everyday language. Find the tools and techniques for successful income tax planning.
Learn More

Together, these texts offer the benefit of discovering the practical processes of building a financial planning practice with a real-world demonstration of these concepts in practice; resulting in an individual thoroughly prepared to make the transition into the financial planning arena.

Learn More

Features new discussions of business overhead insurance, workers compensation, employer’s liability, and commercial liability insurance. Expanded coverage of risk and insurance topics throughout will enrich the relevancy of this text.
Learn More

The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Second Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.

Learn More

Organized in a convenient Q&A format to speed you to the information you need, Healthcare Reform Facts is the single source for answers to questions arising out of the Patient Protection and Affordable Care Act (PPACA).

Learn More

The Process of Financial Planning: Developing a Financial Plan, Second Edition, builds on four cornerstones: the profession, fundamental tools, the systematic financial planning process, and the plan as a product of financial planning. This edition of the text integrates these cornerstones into a sound educational approach that has been refined to meet the needs of students learning both the process of financial planning and the tasks associated with writing and communicating a plan to clients.

Learn More

Stay up-todate with ERISA changes and easily resolve hundreds of ERISA-related issues with 2013 ERISA Facts.

Organized in a logical Q&A format – with hundreds of questions asked and answered – 2013 ERISA Facts is a practical, highly focused resource supplying practical guidance on every key area of ERISA.

Learn More

The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that practitioners must have up-to-date information at their fingertips. 2013 Social Security & Medicare Facts will enable you to give your clients the best possible Social Security and Medicare guidance.

Learn More

The Tools & Techniques of Life Insurance Planning, 5th edition, is part of the popular Leimberg Library Series and delivers expert insight and the tools needed to utilize life insurance in the most effective ways.

Learn More