Recommended Reading


Thinking in the Future Tense
by Jennifer James  


The Financial Wisdom of Ebenezer Scrooge: 5 Principles to Transform Your Relationship with Money

by Ted Klontz, Brad Klontz, and Rick Kahler, CFP®
 


Financial Planning - The Next Step: A Practical Approach to Merging Your Clients Money with Their Lives

by Roy Diliberto, CFP®


Conserving Client Portfolios During Retirement
by Bill Bengen, CFP®


In The Presence of Taxes: Application of After-tax Asset Valuation
 
by William Reichenstein, Ph.D., CFA®


Creating an Investment Policy Statement: Guidelines & Template
 
by Norman Boone, CFP® and Linda S. Lubitz Boone, CFP®


Sudden Money: Managing a Financial Windfall
by Susan Bradley, CFP®


Retirement Income Redesigned: Master Plans for Distribution: An Adviser's Guide for Funding Boomers' Best Years

by Harold Evensky and Deena B Katz


Garrett's Guide to Financial Planning (2nd Edition - 2007)

by Sheryl Garrett


Asset Allocation (4th Edition - 2007)

by Roger C. Gibson


Appreciative Moments: Stories and Practices for Living and Working Appreciatively

by Edward A Jacobson


Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists
by Brad Klontz, Rick Kahler, CFP® and Ted Klontz
 

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