Allen, Melone and Rosenbloom, PENSION PLANNING: PENSIONS, PROFIT SHARING AND OTHER DEFERRED COMPENSATION PLANS, Richard Irwin, IL, 4th edition, 1981--Covers the development of private pension plans, retirement plan objectives, basic features of a plan, its installation and administration, termination, impact of inflation on pensioner income, plan qualification and deductibility of employer contributions, cost and funding considerations, individual, group, self-employed, trust-fund plans, profit-sharing and thrift and savings plans, selection of a funding instrument, tax deferred annuities and much more. 457 pages
Bailey, Fenton, FALL FROM GRACE: THE UNTOLD STORY OF MICHAEL MILKEN, Birch Lane Press, 1992--Revisionist biography that attempts to resurrect the King of Junk, arguing his goal was "the democratization of capital," a benevolent form of social engineering that just happened to yield him and other high rollers billions of dollars, includes an introduction by Alan Dershowitz. 330 pages
Baldwin and Droms, THE LIFE INSURANCE INVESTMENT ADVISOR: COMPLETE COVERAGE OF TERM, WHOLE, UNIVERSAL, VARIABLE AND UNIVERSAL VARIABLE LIFE INSURANCE AND ANNUITIES, Probus Publishing, Chicago, 1988--An understandable guide to selecting insurance providers. 323 pages
Clay, William, THE DOW JONES-IRWIN GUIDE TO ESTATE PLANNING, Dow, Jones, Irwin, IL, 1977---An expert's advice on what you and your family should do to keep and enjoy what you have and hope to have. 142 pages
Clayton and Spivey, THE TIME VALUE OF MONEY, W.B.Saunders,Co. 1978--Minimizes the mathematical approach to time-value concepts.Includes tables. paper 160 pages
Davidson, J. & the eds. of Consumer Reports Books, YOUR BANK: HOW TO GET BETTER SERVICE--How to find out if your bank is financially stable, get a mortgage faster and cheaper, get your checks cleared instantly, eliminate service charges, protect yourself against accounting mistakes, and more. 146 pages
Dunton, Loren, ABOUT YOUR FUTURE, National Center For Financial Education, 1988--Helpful advice about planning for your financial future; includes 53 articles by a variety of financial professionals. paper 285 pages
Esperti & Peterson, THE LIVING TRUST REVOLUTION, Viking Pub.--Why America is abandoning wills and probate. 478 pages
Good, Walter and Love, Douglas, MANAGING PENSION ASSETS: PENSION fINANCE AND CORPORATE fINANCIAL GOALS, McGraw-Hill, 1990---addresses the economic and investment fundamentals underlying pension asset management; explains how to organize, evaluate and control pension investment activity to implement the plan sponsor's investment objectives. 212 pages
Hallman and Rosenbloom, PERSONAL FINANCIAL PLANNING, McGraw-Hill, 3rd edition, 1983--5 parts include 1-coordinated financial planning, 2-using insurance effectively, 3-accumulating capital and income tax planning, 4-planning for retirement and 5-estate and tax planning. Includes review forms. 400 pages
Lanyi, Andrew, CONFESSIONS OF A STOCKBROKER, Prentice Hall, 1992--How to find tomorrow's blue chips before Wall Street finds them using Lanyi's theory of investing which is called "indicator analysis" and is strongly future oriented. Emphasizes the need for detailed research and discipline. 266 pages
May, Bess Ritter, STARTING AND OPERATING A BUSINESS AFTER YOU RETIRE: WHAT YOU NEED TO KNOW TO SUCCEED, New York, Avery Publishing Group Inc.--A complete how-to hankbook for creating and running a successful business as a senior, tells what it takes and presents dozens of creative, simple, proven business ideas. 246 pages
Mayo, Herbert, INVESTMENTS, Dryden Press, 1983---Covers the basics of investing but some concepts are sophisticated because the nature of evaluating investments and choosing among competing uses for the saver's funds is not easy. Good reference. 622 pages
McGill, Dan, FUNDAMENTALS OF PRIVATE PENSIONS, Richard Irwin, Inc. IL, 5th edition 1984--A wealth of information regarding pensions divided into 5 parts: 1-introduction to the field, 2-plan design, 3-valuation of pension plan liabilities, 4-financial management of a pension plan and 5-other qualified asset accumulation plans including federal tax treatment of qualified plans. 740 pages
McKelvy, Natalie, PENSION FUND INVESTMENTS IN REAL ESTATE: A GUIDE FOR PLAN SPONSORS AND REAL ESTATE PROFESSIONALS, Greenwood Press, 1983--Attempts to demystify the pension fund business for real estate professionals and real estate investment for pension officers and trustees. 289 pages
Morris, David, Editor, ASSET SECURITIZATION PRINCIPLES AND PRACTICE, Executive Enterprises Publications, NY, 1990---Articles by 20 different professionals in the securitization field. 391 pages
Morris & Siegel, THE WALL STREET JOURNAL GUIDE TO UNDERSTANDING MONEY & INVESTING, Fireside, 1993--An initiation into the mysteries of buying stocks, bonds, mutual funds, futures and options, spotting trends and evaluating companies. 155 pages
Morris & Siegel, THE WALL STREET JOURNAL GUIDE TO UNDERSTANDING PERSONAL FINANCE, Fireside, 1992--A roadmap in easy-to-read format for everyday financial matters-banking, credit, home finances, planning, investing and taxes-with work charts. 173 pages
Munzert, Alfred, POOR RICHARD'S ECONOMIC SURVIVAL MANUAL: BEAT RECESSION INFLATION & TAXES! LIVE WELL IN HARD TIMES NO MATTER WHAT YOUR INCOME, Hemisphere Publication, FL, 1982---Reveals the economic secrets of survival that are rarely taught to individuals in our society and does so with amazing clarity. Concrete formulas for saving money in the area of housing, food, transportation, utilities, taxes, travel, education and retirement. 296 pages
Nigito, Daniel, AVOIDING THE ESTATE TAX TRAP, Contemporary--A financial planner lays out the essential steps and answers questions about probate, state death tax, creating liquidity, and funding the insurance portion of your plan, with a state-by-state summary of relevant laws. 174 pages
Olney, Claude, THE BUCKS START HERE: HOW TO TURN YOUR HIDDEN ASSETS INTO MONEY, Morrow, 1991--Professor Olney reveals his secrets to attaining lifelong success and wealth, utilizing everyday opportunities that you can capitalize on, right from your own home. 235 pages
Rogers, H.P, EVERYONE'S GUIDE TO FINANCIAL PLANNING, Wellington, CA 1984--Written as a practical introduction to the field and to encourage young students to plan and invest early. Concise and easily understood informtion for the novice; answers questions regarding retirement options, insurance, wills, goal setting, the stockmarket, the sale of a business, trust, probate, real estate and much more. Filled with self-tests that individualize the advice given by this certified financial planner and attorney. 300 pages
Starr, Herbert, ESTATE PLANNING MADE EASY: HOW TO MINIMIZE TAXES, CONTROL LEGAL COSTS, AVOID PROBATE, Liberty Publishing, Maryland, 1984--Explains what everyone should know about estate planning in down-to-earth language. Included are explanations of living trusts, buy-sell agreements, legal and administrative costs, probate and taxes, as well as other aspects of personal finance. paper 140 pages
Shane, D.V. & the United Seniors Health Cooperative, FINANCES AFTER 50: FINANCIAL PLANNING FOR THE REST OF YOUR LIFE, HarperPerennial--Advice and worksheets to help organize and control every aspect of your financial situation--income, expenses, taxes, health, life and liability insurance, investments, estate planning, and more. 204 pages
Updegrave, Walter, HOW TO KEEP YOUR SAVINGS SAFE: PROTECTING THE MONEY YOU CAN'T AFFORD TO LOSE, Crown Publishers 1992--Reveals the hidden risks associated with common investments and shows readers how to minimize those risks to make investments better and safer. 230 pages
Williamson, Gordon, LOW RISK INVESTING, Bob Adams Pub.--Details the many sound alternatives for achieving a good return on your money with minimal risk, explains how each instrument works, how it is bought and sold and he rates them for security of principal and income for total return and tax consequences. 309 pages