The Tools & Techniques of Financial Planning, 14th Edition

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Dive into today’s most important financial planning topics, including cash and budget management, debt, education and retirement planning, tax and investment issues, risk management, estate planning and more. This comprehensive resource features in-depth discussions and real-world scenarios to help a wide range of professional planners, such as insurance producers, financial planners, tax advisors, and estate planners, successfully advise their clients.

If you provide financial planning services to clients or are looking to expand your business in this key area, this updated resource is a must-have! See the “Details” section below for more information on the topics covered and what’s new in this 14th edition.

Part of the popular Tools & Techniques Series and Leimberg Library, the 14th Edition of The Tools & Techniques of Financial Planning covers all aspects of financial planning, including budget and cash management, credit and debt management, education funding, retirement planning, tax and investment issues, risk management, and estate planning. Complete with the key principles, processes and practices of financial planning, this must-have resource offers planners a well-organized approach for developing financial planning strategies and meeting client objectives.

In addition to providing helpful charts, handy checklists, and insightful case studies, The Tools & Techniques of Financial Planning features:

  • Clear, easy-to-read descriptions of all aspects of financial planning, including cash and budgeting issues, education and retirement planning, risk management, investment, estate and insurance planning, and tax issues
    • In-depth discussions of fundamental concepts like business law, property ownership and economic principles
  • A comprehensive guide to calculating time value of money with keystroke solutions and practical examples
  • Professional ethics for major professional organizations and practice standards in the financial planning field
  • Helpful examples show how concepts apply for real-world planning scenarios
  • Detailed citations that provide jumping off points for more detailed research needs

New in the 14th Edition:

  • Newly revised chapter on Time Value of Money which includes the basic concepts of TVM and step-by-step calculator instructions to solve TVM calculations
  • Updated tax and accounting information, including updated statistics and government policy information
  • Updated insurance and risk management content

Key Topics Covered:

  • Time Value of Money
  • CFP Standards
  • Budget and cash management
  • Credit and debit management
  • The planner-client relationship

As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of financial planning and confidently meet their needs.

Additional Information
SKU 2770014B
Publication Date September 11, 2023
ISBN 978-1-58852-812-4
Page Count 652
Author Stephan R. Leimberg, Carolynn B. Tomin, and William B. Reeve
Edition 14
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Stephan R. Leimberg

The late Stephan R. Leimberg was CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, CEO of LISI, Leimberg Information Services, Inc., an email newsletter service, and President of Leimberg Associates, Inc., a publishing and software company. He was an Adjunct Professor in the Masters of Taxation Program of Villanova University School of Law and former adjunct at Temple University School of Law. He holds a B.A. from Temple University, and a J.D. from Temple University School of Law. Leimberg was the Editor of the American Society of Financial Service Professionals audio publication, Keeping Current.

Leimberg was the author or co-author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg was the creator and principal author of the entire nine-book Tools & Techniques series, including The Tools & Techniques of Estate Planning, The Tools & Techniques of Financial Planning, The Tools & Techniques of Employee Benefit and Retirement Planning, The Tools & Techniques of Life Insurance Planning, The Tools & Techniques of Charitable Planning, The Tools & Techniques of Investment Planning, The Tools & Techniques of Risk Management, The Tools & Techniques of Practice Management, and The Tools & Techniques of Retirement Income Planning. Leimberg was co-author of Tax Planning with Life Insurance with noted attorney Howard Zaritsky, The Book of Trusts with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate with Charles K. Plotnick. He was also a contributing author of the American Bar Association’s The Lawyer’s Guide to Retirement.

Leimberg was co-creator of many software packages for the financial services professional, including Estate and Financial Planning NumberCruncher (estate planning), DeCoupleCruncher (estate planning), Financial Analyzer II (financial calculations), Estate Planning Quickview (Estate Planning Flow Charts), Life Settlement NumberCruncher (life settlement buy-hold analysis), Planning Ahead for a Secure Retirement (PowerPoint Client Seminar) and Toward a Zero Estate Tax (PowerPoint Client Estate Planning Seminar).

A nationally known speaker, Professor Leimberg addressed the Miami Tax Institute, the NYU Tax Institute, the Federal Tax Bar, the Notre Dame Law School and Duke University Law School’s Estate Planning Conference, the National Association of Estate Planners and Councils, the AICPA’s National Estate Planning Forum, the ABA Section on Taxation, and The Annual Meeting of the American Society of Financial Service Professionals. Leimberg also spoke to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

Leimberg was awarded the Excellence in Writing Award of the American Bar Association’s Probate and Property Section. He was honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He was also a recipient of the President’s Cup of the Philadelphia Life Underwriters, a two-time Boris Todorovitch Lecturer, and the First Ben Feldman Lecturer.

Leimberg was named Edward N. Polisher Lecturer of the Dickinson School of Law and 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award.

Leimberg’s LISI email newsletter/data base at is used daily by thousands of estate, financial, employee benefit, charitable, and retirement planning practitioners.

Carolynn B. Tomin, CFP®

Carolynn B. Tomin, CFP®, specializes in financial education. She is the Program Director for Boston University’s classroom and online financial planning programs and has augmented curriculum for the online program for fifteen years. She has taught estate planning courses, virtual reviews, and CFP® Certification Exam reviews for twenty years at colleges in Massachusetts and Florida, and for many banks and financial service companies in both states. 

As cofounder of a financial education company, Beacon Hill Financial Educators, she developed and presented continuing education courses to many financial service corporations and financial planning organizations.

Ms. Tomin served as a member of CFP Board’s Council on Education from 2009 – 2012, and was appointed Chair in 2012.  She has also served on the board of directors for the southwest Florida chapter of the Financial Planning Association (FPA). She is a former member of the Boston Estate Planning Council.

William B. Reeve

Bill is a principal of Mahony & Reeve, LLC, a medium-sized CPA firm specializing in tax planning and tax preparation, located in Natick, Massachusetts. His role in the firm is to provide clients with stock option strategies, AMT planning, and oversee the taxation of clients’ like-kind exchanges and their activity in DSTs – Delaware Statutory Trusts. In addition, he is a registered representative of Kastel Capital Advisors, LLC, a wealth management firm in Wellesley, Massachusetts. At this firm, he provides clients with asset management strategies and retirement planning services. From 1995 to 2005, he ran Sound Financial Planning, Inc., an investment advisory firm that specialized in portfolio management and tax planning.

Bill taught Tax Planning and Investment Planning for Boston University’s classroom program for more than 15 years. He was also a contributor to the online program’s Tax course and Investment course where he wrote and edited curriculum. Currently, he is an instructor for Northeastern University’s graduate program, teaching accounting, finance, and economic courses. He has been adjunct faculty for Northeastern University since 1996.

Bill previously taught tax planning and case analysis for the BU/Kaplan Review. He also taught financial planning courses for Merrimack College and Northeastern University, and at financial service firms, such as John Hancock, American Express, PNC Bank, Fidelity Investments, Merrill Lynch, and Eastern Bank. He has also taught financial planning and retirement planning to employees of Pepsi, Shaws Supermarkets, Exelon,and Northern Trust Bank, as well.

In addition to being a CFP® professional, a CFA charter holder, and an Enrolled Agent (EA), Bill also has anMBA with a specialization in Finance. Upon completion of his degree, he was inducted into Beta Gamma Sigma, a national honor society for business students. Bill is a member of the Financial Planning Association (FPA), the National Association of Enrolled Agents (NAEA), the CFA Institute, the Boston Security Analysts Society (BSAS), and was one of the founding members of the Boston Area Alumni Chapter of Beta Gamma Sigma.