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  • Principles of Estate Planning, Fifth Edition

    The Principles of Estate Planning, 5th edition is designed to help advisors retain what they learn, not just read it. Every chapter opens with clear learning objectives and a contents outline, then reinforces the material with client situations that show concepts in action, practitioner tips for real-world application, and direct callouts to CFP Board practice standards. Chapter summaries, key ... Leer más

    $141.99 USD

  • Principles of Estate Planning, 3rd Edition

    The Principles of Estate Planning, 2nd Edition is newly revised with updated information on the most current developments in the estate planning field, including ATRA-related tax changes, the use of the new ABLE accounts for medical expenses planning, information on the use of trust protectors, and planning techniques that can be used for newly recognized same-sex marriages.The book is a complete ... Leer más

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  • Principles of Estate Planning, 4th Edition

    This textbook was written specifically to help master the complex area of estate planning and prepare for the CFP® Certification Examination, while also presenting experience-based guidance that is directly applicable in professional practice. The authors, Carolynn B. Tomin, CFP®, and Colleen Carcone, JD, CFP®, fully address all of the CFP® Certification Examination Principal Topics for Estate ... Leer más

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  • Dividends Still Don't Lie

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    A timely follow-up to the bestselling classic Dividends Don't LieIn 1988 Geraldine Weiss wrote the classic Dividends Don't Lie, which focused on the Dividend-Yield Theory as a method of producing consistent gains in the stock market. Today, the approach of using the dividend yield to identify values in blue chip stocks still outperforms most investment methods on a risk-adjusted basis.Written by ... Leer más

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  • Think, Act, and Invest Like Warren Buffett: The Winning Strategy to Help You Achieve Your Financial and Life Goals

    de Larry Swedroe ...
    Bedrock Investing Principles for Profiting in Today's Shaky Markets"If you’ve been wondering why you've had such a hard time investing well, Think, Act, and Invest Like Warren Buffett will diagnose your ills and treat them in this delightful short book." -- William Bernstein, Author, A Splendid Exchange and The Investor's Manifesto"Follow the investment strategy advocated by Larry Swedroe, and ... Leer más

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  • The Bogleheads' Guide to Retirement Planning

    The Bogleheads are back-with retirement planning advice for those who need it!Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy.Fortunately, ... Leer más

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  • Investing 101

    de Kathy Kristof ...
    Series Libro 27 - Bloomberg
    People wanting basic advice about stocks, bonds, mutual funds, retirement planning, and tax strategies are often frustrated by information overload. Picking the right book seems as daunting as deciding what to do with their savings and investments.Investing 101: Updated and Expanded removes both roadblocks, putting people on a path that they can understand and stick with. Kristof is renowned for ... Leer más

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  • The Gone Fishin' Portfolio

    Get Wise, Get Wealthy...and Get on With Your Life

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  • The Wall Street Journal. Complete Personal Finance Guidebook

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    From America’s most authoritative source: the quintessential primer on understanding and managing your moneyMoney courses through just about every corner of our lives and has an impact on the way we live today and how we’ll be able to live in the future. Understanding your money, and getting it to work for you, has never been more important than it is today, as more and more of us are called upon ... Leer más

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  • The Smartest Retirement Book You'll Ever Read

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    Managing Your Wealth, Risk, and Investments

    An accessible guide that outlines the key elements of an effective financial planFrom Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only ... Leer más

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