Financial Planning Articles
Financial Planning Articles and Books
The essential task of a financial planner is to come up with a comprehensive financial
plan, integrating a client's financial status, a client's intended financial goals, an in-depth
application of tax law know-how, and the suggestion of applicable investment options.
These days, as more practical and "thrifty" approaches to financial plan making are
suggested, a number of financial planning resources, in the form of financial planning
articles and books, abound bookstores, paving alternate avenues for financial plans to be
made.
Financial planning articles and books detail suggestions and steps in the making of a
functional and relevant financial plan, negating a concerned individual's need to hire a
financial planning consultant, thus leading him/her to save more money in the process.
Personal Financial Planning by by G.Victor Hallman and Jerry S. Rosenbloom, is one
of the most popular financial planning books, common in most bookstores. In its seventh
edition, the book details analysis and a comprehensive breakdown of the latest tax laws,
aiding a financial plan building excursion. The book also includes a number of financial
cash flow plans, which could be "customized" to suit a particular "saver's" need.
Showcasing relevant information, Personal Financial Planning has become a superstar
among financial planning articles, books and other related media, as it has sold over
135,000 copies, helping people formulate the ideal financial plan they require.
Ernst and Young's Personal Financial Planning Guide, would be another popular
resource fitting the financial planning articles and books category. Written by Robert J.
Garner, Charles L. Ratner, Barbara J. Raasch, Martin Nissenbaum, and Robert B. Coplan,
the book covers a wide scope in the aspect of financial planning, discussing topics like:
accumulating assets and developing a savings habit, determining net worth, setting up a
budget. It also holds information regarding bonds, mutual funds, stocks and cash
equivalents.
The book, as most financial planning books come, explain the concepts of home
purchasing and selling and investment returns and investment risks, as well as detailed
information regarding the various types of insurance policies, from home, life, health
disability and car insurance.
For more "regularly updated" information sources, financial planning articles can be
found in financial planning magazines, two of the most popular would be Smart Money
Magazine and the Journal of Financial Planning.
Financial planning articles pretty much hold up-to-date details regarding financial
planning related information, keeping financial planners updated with the latest in tax
laws, for example, or latest tips, or financial planning job related postings.
All in all, financial planning articles and books stand as alternatives to hiring a financial
planner.
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