2014 Field Guide to Financial Planning
Business & Finance, Industries & Professions, Insurance, Finance & Investing, Finance
| Author: | Michael E. Kitces, MSFS, MTAX, CFP®, Donald F. Cady, J.D., LL.M., CLU® | ISBN: | 9781939829481 |
| Publisher: | The National Underwriter Company | Publication: | March 5, 2014 |
| Imprint: | The National Underwriter Company | Language: | English |
| Author: | Michael E. Kitces, MSFS, MTAX, CFP®, Donald F. Cady, J.D., LL.M., CLU® |
| ISBN: | 9781939829481 |
| Publisher: | The National Underwriter Company |
| Publication: | March 5, 2014 |
| Imprint: | The National Underwriter Company |
| Language: | English |
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
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
