Catalog ofBooks in Print

spring 2007

1153 Bordeaux Drive, Suite 109 (408) 400-0400Sunnyvale, CA 94089 www.advisorpress.com

“If this book had been around when I started in the business, it would have saved me years of hard knocks. Nancy Jones has a fun and entertaining style, all the while giving crucial advice for the rookie financial planner. Even veterans will learn something new. This is must reading for those who want to get profitable sooner and have a sound financial planning business. It has the three Es: Essential, Educational and Entertaining.”

— Katherine Vessenes, JD, CFPTM

President, Vestment Consulting Nancy Langdon Jones

ISBN #978-1-60353-000-2

Print $55.00e-Book $35.00

SO YOU WANT TO BE A FINANCIAL PLANNER(4TH EDITION)

By Nancy Langdon Jones

So You Want to Be a Financial Planner is the best-selling book about career options in the #1-rated

profession in the U.S. Students and career changers continue to rely on this objective and comprehensive classic to guide them through the

myriad and often confusing choices available to financial planners. From setting up an independent

practice to seeking employment with a national brokerage firm, this book belongs on every aspiring planner’s shortlist of bookshelf essentials.

Newly updated, the 4th edition includes 25 more

pages packed with up-to-the-minute tips, fresh stories from career changers who have built successful practices within the past 3-5 years,

compliance made easier than ever, and Meet NexGen — the community of young planners

dedicated to supporting, promoting and exploring the next generation of the financial planning profession.

STOCK OPTIONS + GRANTS

THE EXECUTIVE’S GUIDE TO

EQUITY COMPENSATION

By Peter R. Wheeler

Stock Options + Grants: The Executive’ Guide to Equity Compensation provides a comprehensive, easy reading treatment to the complex area of stock options and grants for the busy executive. From the boardroom to the mailroom, individuals with stock options or grants will benefit from the quick reading question and answer format of this book. If you have a question about your stock options or grants, you are likely to find it answered in Stock Options + Grants: The Executive’s Guide to Equity Compensation.

“A must-read book for all financial professionals who need to know the basics as well as the complexities of equity compensation.”

— Marv Tuttle, CAE, Executive Director, FPA.

Peter R. Wheeler

ISBN #0-9714898-1-5

Print $24.95e-Book $24.95

“Judy Lawrence’s updated The Budget Kit is the perfect tool you need to get and keep control of your personal finances, now even more so in the age of electronic money.”

— Jordan E. Goodman, author of Everyone’s Money Book Judy Lawrence

THE BUDGET KIT

THE COMMON CENTS MONEY

MANAGEMENT WORKBOOK

By Judy Lawrence

In an age of information overload, many simply don’t have the time, knowledge, or organizational skills to create a simple, functional system for managing personal finances. The Budget Kit has become a bestselling classic that has helped hundreds of thousands of people across America develop effective budgets and gain financial freedom. Even if you are using a financial software program, you will find the concepts in The Budget Kit to be essential to your understanding of budgeting.

ISBN #0-9740876-8-8

e-Book $18.95

THE MONEY TRACKER

FIND THE CASH TO GET WHAT

YOU REALLY WANT

By Judy Lawrence

Ever wonder how all your cash disappears?

Find yourself splurging on a bad day? Tired of not having what you really want? In just a few

minutes a day, the Money Tracker can help you :

• Identify those spending leaks and start

saving extra cash!• Learn how to prevent impulsive spending.

• Avoid the pain of running out of money the end of every month.

• Discover how to gain more pleasure out

of the money you do have.Read inspirational success stories that will

encourage you to track your spending and jot down your reflections about your relationship

with money. Use the self-diagnostic quizzes for

new perspectives on spending. Find out how much that boredom is costing you with those

late night online shopping sprees. Discover what spending patterns and behaviors are

sabotaging your true financial goals. The

Money Tracker is your tool for getting back on track and achieving your dreams.

ISBN #0-9740876-1-0

Print $19.95e-Book $19.95

“Judy’s book The Money Tracker is a wonderful and practical guide to enable anyone who follows the program to reach true empowerment and ease around spending and saving money. I recommend it highly!”

— Olivia Mellan, author of Money Harmony and Overcoming Overspending Judy Lawrence

BECOMING A WEALTH TRANSFER SPECIALIST

A PROVEN HOLISTIC MODEL

By Karl Bareither with Tom Reischl

A valuable resource for financial, tax and legal advisors wishing to expand their practices by renewing both family and business. Karl R. Bareither, Wealth Transfer Specialist, takes you step-by-step through a unique, time-tested approach to family business succession and estate planning. The Family & Business Renewal (FBR) Model helps entrepreneurs, business owners and their families transfer wealth to succeeding generations, enhancing family relationships in the process. The FBR Process goes beyond traditional business succession planning by including the entire family from beginning to end.

ISBN #0-9727716-0-3

Print $19.95e-Book $19.95

“The FBR System approach helps me do a more thorough job for my family business clients. It offers a complete approach to helping business owners plan for the future.”

— Fred Heyer, CLU, ChFC, Financial Planner

Karl Bareither

PLANNING A FAMILY & BUSINESS LEGACY

A HOLISTIC APPROACH TO

WEALTH TRANSFER PLANNING

By Karl Bareither with Tom Reischl

Karl R. Bareither, Wealth Transfer Specialist, takes you step-by-step through a unique, time-tested approach to family business succession and estate planning. Find out why traditional business succession planning fails, and discover how the Family and Business Renewal (FBR) Model reaches beyond traditional planning techniques. Learn how to best protect your business and estate through wills, trusts, gifts, life insurance, buy-sell agreements, and more. Understand why and how to include the entire family in the planning process. A valuable resource for all entrepreneurs, business owners and family members.

ISBN #0-9727716-1-1

Print $14.95e-Book $14.95

“I think our Specialist is very helpful in showing families how to plan. Using the FBR Process, he gets the family to talk things over and understand one another, resulting in peaceful negotiations.”

— A. Van Exel, Dairyman/FarmerKarl Bareither

FUNDING YOUR DREAMS GENERATION TO GENERATION

INTERGENERATIONAL FINANCIAL

PLANNING

By Carol Akright, CFP

We all have dreams we want to fulfill – working at a satisfying career, raising and educating children, traveling to exotic ports of call, or surrounding ourselves with things that give us comfort and pleasure. Many of our dreams are for other family members – spouse, children, parents, or grandchildren. Some dreams are even passed down from generation to generation – building a successful business or ensuring children receive a college education. How do we make these dreams come true? It can be a simple and satisfying journey through earning, spending, saving, and investing your money – not as an individual, but through a process known as intergenerational financial planning. Funding Your Dreams Generation to Generation is your guide on that journey.

ISBN #0-7931-3713-6

Print $19.95e-Book $19.95

“Carol Akright has capitalized well on her background as a journalist and as a Certified Financial Planner. She understands and clearly articulates the richness inherent in close relationships with shared values, and how that can leverage dream fulfillment for families who choose to connect, live consciously, and honor their passions.”

— Guy M. Cumbie, CFP, CIMC Past President, Financial Planning Association

Carol Akright, CFP

12 STEPS TO FREEDOM

WEALTH ON ANY INCOME

By Rennie Gabriel

More than 12 million people can only make the minimum monthly payments on their credit cards. If no one ever taught you how to handle money, you’re not alone. Surveys prove 90% of our population has not been taught basic financial skills. There’s nothing wrong with you! Creditors profit from you remaining financially ignorant and in debt.

• End the constant struggle and overcome what’s stopping you

• Be rich on any income—even if you’re in debt!

• Handle emergency spending without a financial disaster

• Create the action structure to set and achieve your goals

ISBN #1891689-93-2

e-Book $19.95

“I love this book. Everyone, that includes you, can become wealthy. I bought 100 of these books to give away because it makes the journey to financial freedom one of seeming effortlessness.”

— Mark Victor Hansen, Co-creator #1 New York Times best-selling Chicken Soup for the Soul® series Rennie Gabriel

ISBN #0-9778368-2-7Print $14.95

2nd edition available fall, 2007978-1-60353-002-6 (Print)

978-1-60353-003-3 (eBook)

DON’T WORRY ABOUT A THING, DEAR

WHY WOMEN NEED FINANCIAL

INTIMACY

By Helga Hayse

Don’t Worry About a Thing, Dear examines the myths and cultural “truths” about marriage and money. Without financial intimacy in marriage, women may feel angry, resentful, patronized, ignored or invalidated.

Financial intimacy creates transparency, which means that your marital finances are an open book for each of you. That’s important, because once you say “I Do,” you become one-half of a legal and financial partnership. Whatever your husband is doing financially, you’re doing, too. You owe it to yourself to participate and understand your marital finances.

In this book you’ll learn, step by step, how to protect yourself against the financial challenges that result from divorce and widowhood.

“Helga Hayse weaves together her own personal story with sage advice for women on taking an active role in their own financial future.”

— Scott Haltzman, MD Author of The Secrets of Happily Married Men

Helga Hayse

LONG-TERM CARE PLANNING

ASSURING CHOICE,

INDEPENDENCE & FINANCIAL

SECURITY

By Allen Hamm

In the next decade, the healthy lifestyles and medical advances that will enable millions of Americans to live well beyond 100 years of age may also pose the greatest threat to the financial security and retirement plans of this most prosperous generation in history. Our most challenging health care issue will be to physically and psychologically care for those who have managed to live well beyond today’s life expectancy. Who will provide care for these people? Where will the care take place? Who will pay the bills? These questions should be answered in advance. Planning ahead for long-term care is as important as creating a will. This book provides an effective, easy-to-use process for creating a written plan for long-term care, customized for each unique financial and estate planning situation. Allen Hamm has been assisting people with Long-Term Care Planning for over 18 years. He is cofounder of Superior LTC Planning Services, Inc, a leading provider of educational resources for financial planners, estate planning attorneys, and CPA’s.

ISBN #978-0976418924Print $24.95

Available fall, 2007

“"The most comprehensive and easiest to understand guide on a complicated financial and estate planning issue."

— Rob Black Host, "Ask the Experts", KRON-TV, San Francisco ”

Allen Hamm