Chapter 1: BRIDGING FINANCIAL PLANNING AND HUMAN PSYCHOLOGY
(Life Planning, Behavioral Economics, Trading Addiction and the Art of Money)
David Edward Marcinko
Eugene Schmuckler
Kenneth H. Shubin-Stein
Richard B. Wagner
Chapter 2: THE ECONOMIC BASIS FOR PERSONAL FINANCIAL PLANNING
(Restraining Immediate Consumption ... Promoting Delayed Gratification)
David Edward Marcinko
Hope Rachel Hetico
Rachel Pentin-Maki
Chapter 3: BUILDING A SOLID FOUNDATION WITH INSURANCE
(Appreciating Odds and Statistics through the Law of Large Numbers)
Gary A. Cook
Chapter 4: DECIPHERING PERSONAL INCOME TAX PRINICPLES
(Understanding the Intellectual and Ethical Pursuit of Tax Avoidance)
Charles L. Bucek, Jr.
Thomas P. McGuinness
Chapter 5: MEDICAL OFFICE TAX REDUCTION STRATEGIES
(Implementing Short and Long Term Techniques)
Thomas P. McGuinness
Chapter 6: INTRODUCTION TO INVESTMENT CONCEPTS
(Analyzing Securities, Judging Risks ... Achieving Returns)
Jeffery S. Coons
Christopher J. Cummings
Chapter 7: PROFESSIONAL PORTFOLIO MANAGEMENT
(Identifying Appropriating Investments ... Constructing a Proper Portfolio)
Jeffery S. Coons
Christopher J. Cummings
Chapter 8: MILESTONES IN RETIREMENT PLANNING
(Getting off the Practice Treadmill ... Achieving Inner Peace)
Alexander M. Kimura
Robert J. Greenberg
Richard P. Moran
Chapter 9: ESTATE PLANNING AND EXECUTION
(Bequeathing Fruits of Labor ... Avoiding Government Confiscation)
Lawrence E. Howes
Joel B. Javer
Chapter 10: SELECTING FINANCIAL ADVISORS WISELY
(Choosing Consultants ... Realizing the Value of Time)
Daniel B. Moisand