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
