How to Find a Good Financial Planner    by Dale Maley
Price: $2.99 USD. 5270 words. Published on July 8, 2010. .
The 67 million Baby Boomers start to turn 62 in 2008. Most of these Boomers will need financial planning help to determine when they can retire. They will also need help in establishing a cash stream to support them during retirement. Most Boomers will need estate planning assistance as well. This short story thoroughly explores and determines how you can find a good financial planner.

The Thinking Man's Mortgage    by Alan Atack
Price: $4.95 USD. 18310 words. Published on December 20, 2010. .
The purpose of this book is to provide advice that will help you to pay off your mortgage more quickly. It’s as simple as that! This is not advice on how to get rich quick; it is not about property investment or property development; it is definitely not a dubious scheme to buy into, nor is it an alternative investment idea, and it is not pyramid selling.

What Matters Most    by Jim Munchbach
Price: $19.99 USD. 60240 words. Published on February 18, 2011. .
What Matters Most contains clear principles about building relationships with clients based on trust. Jim calls this kind of relationship a "purpose-centered-alliance" because it focuses on the hopes and dreams of the client. This book is for: --Financial planners, Stock Brokers, Accountants, --Insurance professionals who sell financial services products and services, --Unlicensed Team Members

5 Mistakes Your Financial Advisor Is Making and the Questions They Dread Having You Ask    by Samuel N Asare
Price: $4.99 USD. 19600 words. Published on October 31, 2011. .
An overwhelming number of retirees experience huge disappointments and, more importantly, they usually realize it when it’s all but too late to do anything about it. This book dispels five personal finance myths and gives you specific questions to take to YOUR financial advisor so that you can be sure you are receiving the best suggestions, solutions, and service.

Investment Writing Top Tips 2012    by Susan Weiner
Price: $0.99 USD. 8100 words. Published on April 6, 2012. .
Your communications with clients and prospects are essential to the success of your investment, wealth management, or financial planning firm. Investment Writing Top Tips 2012 gives you information you can use to boost the effectiveness of your marketing, social media, and writing.