From Library Journal
As is common with financial planners, this one, written by staff at one of the Big Six accounting firms, covers such things as determining net worth, setting up and following a budget, accumulating assets (most importantly by developing the savings habit), and stocks, bonds, mutual funds, and cash equivalents. It explains investment risk and return; home buying and selling; the various types of insurance (life, home, health, car, and disability); the financial consequences of marriage, prenuptial agreements, and divorce; paying for college; and estate planning. The work is unique in a couple of areas: it covers starting a business especially thoroughly and bases planning on a "life event" perspective?gearing the planning to the goal. Unfortunately, in common with other financial planners, it virtually ignores singles. Up to date, comprehensive, easy to use, and reasonably priced, this merits purchase for general collections.?Alex Wenner, Indiana Univ. Libs., BloomingtonCopyright 1995 Reed Business Information, Inc.


From Booklist
Given that the information contained therein is authoritative and thorough, financial planning guides are one category of book where the newest is often the best. This most recent arrival comes from the respected accounting giant Ernst & Young, already well regarded for its personal tax planning guides, and its new manual is also comprehensively encyclopedic in scope. Divided into two major sections, the book first covers the fundamentals of financial planning (the actual planning process, investing, insurance, estate planning, etc.) and then focuses on major life events (marriage, home buying, starting a business, raising a family, retirement, etc.), showing how each event or stage in life affects one's current financial picture and future outlook. Included are 70 charts, tables, and work sheets. With the added feature of being issued in an inexpensive paperback edition, this is one book that all public libraries should consider. David Rouse


Book Description
If you want to take control of your financial future and unlock the doors to financial success, you must have a plan that will allow you to find good investments, reduce taxes, beat inflation, and properly manage money. Whether you’re new to financial planning or a seasoned veteran, this updated edition of Ernst & Young’s Personal Financial Planning Guide provides valuable information and techniques you can use to create and implement a consistent personalized financial plan. It also takes into consideration the new tax rules that affect home ownership, saving for college, estate planning, and many other aspects of your financial life. Filled with in-depth insight and financial planning advice, this unique guide can help you: Set goals Build wealth Manage your finances Protect your assets Plan your estate and investments It will also show you how to maintain a financial plan in conjunction with life events such as: Getting married Raising a family Starting your own business Aging parents Planning for retirement Financial planning is a never-ending process, and with Ernst & Young’s Personal Financial Planning Guide, you’ll learn how to tailor a plan to help you improve all aspects of your financial life.


Download Description
Based on Professor Stralser's popular seminar series, MBA in a Day? is specifically designed for the busy professional (physician, attorney, architect, nonprofit executive, etc.) or entrepreneur" "Authoritative, up-to-date research and analysis that provides a dramatic new understanding of the rewards-and risks-of investing in CTAs


The publisher, John Wiley & Sons
This practical and comprehensive resource is actually two books in one. Part one covers all the basics of financial planning--from goal setting to budget planning to making wise investments. Part two approaches financial planning from a unique "life event" perspective and offers tactics for fulfilling specific financial needs like retirement planning, raising a family, starting a business, or maximizing job benefits. Checklists and worksheets walk readers through the entire process. Plus, this updated version adds the following key features that really speak to the finanical needs of our customers: dealing with downsizing, coping with single parenting, personal finances, widowhood, and expanded retirement planning.


From the Back Cover
If you want to take control of your financial future and unlock the doors to financial success, you must have a plan that will allow you to find good investments, reduce taxes, beat inflation, and properly manage money. Whether you’re new to financial planning or a seasoned veteran, this updated edition of Ernst & Young’s Personal Financial Planning Guide provides valuable information and techniques you can use to create and implement a consistent personalized financial plan. It also takes into consideration the new tax rules that affect home ownership, saving for college, estate planning, and many other aspects of your financial life. Filled with in-depth insight and financial planning advice, this unique guide can help you: Set goals Build wealth Manage your finances Protect your assets Plan your estate and investments It will also show you how to maintain a financial plan in conjunction with life events such as: Getting married Raising a family Starting your own business Aging parents Planning for retirement Financial planning is a never-ending process, and with Ernst & Young’s Personal Financial Planning Guide, you’ll learn how to tailor a plan to help you improve all aspects of your financial life.


About the Author
ERNST & YOUNG is a global leader in professional services. It assists companies in businesses across all industries–from emerging growth companies to global powerhouses–to deal with a broad range of business issues. Its 103,000 people in over 140 countries worldwide provide a broad array of services in audit, tax, corporate finance, transactions, online security, enterprise risk management, the valuation of intangibles, and other critical business-performance issues. Ernst & Young refers to all the members of the global Ernst & Young organization.

Martin Nissenbaum is Ernst & Young’s national director of personal income and retirement tax planning. He is a member of the AICPA Technical Resource Panel on Taxation of Individuals and is an advisory board member of mystockoptions.com. He is an attorney and CPA and holds an LL.M. in tax; he is a certified financial planner and holds the Personal Financial Specialist accreditation from the American Institute of Certified Public Accountants. Mr. Nissenbaum is a speaker on compensation and personal, financial, and tax planning to professional organizations, including the New York State Society of CPAs, the NYU Tax Society, and the Tax Executives Institute. He has been quoted in the Wall Street Journal, the New York Times, Money magazine, and many other publications, and has been named by PRWeek as one of the top quoted spokespeople in the business press. He is an author of Ernst & Young’s Retirement Planning Guide. E-mail address: martin.nissenbaum@ey.com

Barbara J. Raasch is Ernst & Young’s National Solution Leader for Investment Advisory Services as well as the partner-in-charge of this High Net Worth Practice in Metro New York. Providing investment counseling since 1978, she is a Chartered Financial Analyst, a Certified Public Accountant and a Personal Financial Specialist. Barbara has been recognized both externally and internally for her outstanding client service skills, knowledge and innovation. For example, Worth magazine has honored her as one of our nation’s top financial advisors each year since 1995. She has held various leadership positions since joining Ernst & Young in 1984 including the firm’s National Director of Investment Advisory Services from 1992–1995. Barbara is often quoted in newspapers and magazines, and appears frequently on nationally televised news programs and at professional conferences. She is a member of the advisory board of the Commercial Clearing House (CCH) Financial Estate Planning Service, a contributing author of Tips from the Top, co-author the Ernst & Young’s Financial Planning for Women and had authored a weekly personal financial planning column for the Dallas Times Herald and the Milwaukee Journal from 1989 to 1991 and 1985 to 1988, respectively. She is a member of the American Institute of Certified Public Accountants and the Association of Investment Management and Research. E-mail address: barbara.raasch@ey.com

Charles L. Ratner is the national director of the Personal Insurance Counseling section of Ernst & Young’s Personal Financial Counseling practice. Mr. Ratner has authored articles published by the American Bar Association, Trusts and Estates, Commerce Clearing House, and Best’s Review. He is contributing editor to Ernst & Young’s Financial Planning Reporter and a contributing editor on the American Bar Association’s Insurance Counselor Series. He has presented insurance topics to a wide range of audiences including the American Bar Association, the American Institute of Certified Public Accountants, and numerous estate planning councils and professional societies across the nation. He has been quoted on insurance in the Wall Street Journal, BusinessWeek, and other financial press. He is an author of Ernst & Young’s Retirement Planning Guide. E-mail address: charlie.ratner@ey.com

FROM THE PUBLISHER