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 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.

James Mahony is the founder of The Credit Source - A site dedicated to Credit Information

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