Tools & Techniques of Financial Planning

by Martin J. Satinsky, Michael S. Jackson, Jr. Doyle

In today's constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools & Techniques of Financial Planning. Delivering the most current and essential strategies, this latest editon is ideal for all students and professionals who must master the fundamentals of financial planning.
Steps and tools in the financial planning process as well as in-depth reviews of the various strategies in today s market with emphasis on cash-flow management within personal financial planning, and expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and finding strategies for education planning.



New 9th Edition offers coverage


The impact of the market downturn and uncertain economic times on financial planning and how it has changed.
Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs.
Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated.
Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts.
Implications of transfers of property between spouses related to divorce, and discussion of what is regarded as marital for divorce purposes.




Ideal

Financial Planners, Advisors, Bankers, Stockbrokers, Accountants, Attorneys, Financial Planning Instructors and

Students, Law Offices, CPA firms, Insurance Agents, Para-professionals

Genres: Finance

514 pages, Paperback

First published January 1, 1986

Reviews

[Elizabeth Renter · Rating 1 out of 5]

I’ve never reviewed a textbook, but this is so poorly written, I had to say so. I have to trust the information is accurate (because I’m in a graduate level class to learn the topic), but the writing and publishing errors cast doubt. There are typos, entire sections repeated verbatim back to back, and each section reads as if it was written by a different ghostwriter. I hope no one is considering buying this for leisure reading — you’ll definitely regret it. And if you’re buying for a class: best of luck! Hope your instructor is more involved than mine.

[Hunter · Rating 5 out of 5]

i passed the first class based on this book, i would say very knowledge dense.

[Masegobolele]

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