The Tools & Techniques of Financial Planning, 10th Edition

The Tools & Techniques of Financial Planning, 10th edition, is part of the popular Leimberg Library. It continues to provide complete coverage of the principles, processes, and practice of financial planning. This book is a must-have resource for any planner who desires a well-organized approach for explaining financial planning strategies to clients and is concerned with the suitability of the products offered.

In addition to providing charts, checklists, and case studies, The Tools & Techniques of Financial Planning features:
• One of the most comprehensive overviews of financial planning, from the introductory “What is Financial Planning?” to income tax, investment, retirement, charitable, and estate planning
• The Tools & Techniques format, which makes the book easy to use and comprehensive
• Input from the developer of the book, Stephan Leimberg, a well recognized authority in estate planning
• Seven case studies to provide practical insight into handling specific real-world financial planning cases
• A chapter on financial goals in the context of current lifestyle
• Valuable information needed by all financial planners in understanding their role and providing added value to their clients

The Tools & Techniques of Financial Planning has been fully updated to reflect state-of-the-art thinking in this critical subject area including:
• Updated information on professional financial planning education and credentials, including information about state and federal registration and regulations related to assets under management and fiduciary duty
• New and expanded material on financial services industry regulations and financial institutions resulting from the Dodd-Frank Wall Street Reform and Consumer Protection Act
• New information related to the Certified Financial Planner Board of Standards, Inc. (CFP) disciplinary rules and procedures, as well as professional standards
• Updated content on nontraditional couples
• Current information about Long-Term Care costs and options, as well as Medicare
• Significant new and updated material related to the impact of the Great Recession on financial and estate planning
• Implications of the investment planning process and related fundamental concepts as well as a thorough discussion on an investment planning concept of paramount importance: the issue of active versus passive (indexed) investment management