General Holistic Planning

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  • Dr. Michael A. Dalton, James F. Dalton, Randal R. Cangelosi, Randall S. Guttery, 2007, "Personal financial planning theory and practice (Fifth ed.)", Kaplan Financial, 2007-
  • Douglas Chene, Joel Gold, Jeffrey Gramlich, 2010, "The Scope and Practice of Comprehensive Financial Planning, Survey Results, Current Standards, and Engagement Letter Recommendations", Journal of Financial Service Professionals, 2010- Volume 64 p. 47
  • David M. Cordell, Harold Evensky, Thomas P. Langdon, 2007, "Financial Planning Research, Academic Articles That Are Relevant to Practitioners", Journal of Financial Service Professionals, 2007- Volume 61 p. 37
  • Carmen M. Reinhardt, M. Carmen, Kenneth S. Rogoff, 2008, "Is the 2007 Sub-Prime Financial Crisis So Different? An International Historical Comparison", NBER Working Papers, 2008-
  • Michael Gilfix, Bernard A. Krooks, 2008, "Asset Protection Planning", The CPA Journal, 2008- Volume 78 p. 56 (4 pages)
  • Marita McCabe, Elodie O'Connor, 2010, "The Economic Impact of Progressive Neurological Illness on Quality of Life in Australia", Journal of Family and Economic Issues, 2010- Volume 31 p. 82-89
  • Lewis Altfest, 2004, "PERSONAL FINANCIAL PLANNING, ORIGINS, DEVELOPMENTS AND A PLAN FOR FUTURE DIRECTION", American Economist, 2004- Volume 48 p. 53
  • Jill Schachner Chanen, 2005, "FAMILY PLANNING", American Bankers Association Journal, 2005- Volume 91 p. 62 (2 pages)
  • Mike Cochrane, 2009, "The Big Picture, Industry convergence mandates a holistic BI and performance management approach", Information Management, 2009- Volume 19 p. 38
  • Howard Davidoff, 2003, "Elder Care and Estate Planning, Reconciling Strategies", The CPA Journal, 2003- Volume 73 p. 20
  • Sharon A. DeVaney, 2009, "Family Resource Management", Journal of Financial Counseling and Planning, 2009- Volume 20 p. 96
  • Jeffrey Dew, 2008, "Themes and Trends of Journal of Family and Economic Issues: A Review of Twenty Years (1988–2007)", Journal of Family and Economic Issues, 2008- Volume 29 p. 496-540
  • Gary Gorton, 2009, "Slapped in the Face by the Invisible Hand: Banking and the Panic of 2007", Yale School of Management, Working Paper, 2009-September
  • D. Harrison, 2005, "Personal Financial Planning: Theory and Practice", Harlow: Financial Times Prentice Hall,, 2005-
  • David I. Leo, 2008, "LIFE FOCUSED FINANCIAL PLANNING", Journal of Personal Finance, 2008- Volume 6 p. 13
  • Kirk Loury, 2008, "Wealth Management, Using the Balance Sheet Methodology", The Journal of Wealth Management, 2008- Volume 11 p. 19
  • Thomas Lucey, 2008, "Handbook of Consumer Finance Research", Springer Science, 2008-
  • Barbara O'Neill, 2007, "The Citi Commonsense Money Guide for Real People", Journal of Financial Counseling and Planning, 2007- Volume 18 p. 92
  • Rosilyn H. Overton, 2008, "THEORIES OF THE FINANCIAL PLANNING PROFESSION", Journal of Personal Finance, 2008- Volume 7 p. 13
  • Walter M. Primoff, 2007, "Personal Financial Planning", The CPA Journal, 2007- Volume 77 p. 16
  • J. Yellen, 2009, "A Minsky Meltdown: Lessons for Central Bankers.", Economic Letter No. 15, Federal Reserve Bank of San Francisco, 2009-July