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Finance ✦ Penny’s Take

Field Guide to Estate Planning, Business Planning & Employee Benefits 2001

Donald F. Cady Β· 2001
40/100
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The Field Guide series earned its place in financial planning offices over 25 years of annual updates, and within its professional niche it is a reliable practitioner reference. The 2001 edition, however, reflects pre-2001 tax law and has been superseded by decades of subsequent editions and online resources. As a read there is essentially nothing here for anyone other than a financial historian; for active practitioners, this edition should have been retired long ago.

✦ Penny’s Take β€” this is The Review Group’s own editorial assessment. Penny’s analytical review line researched this book from real sources and scored it across the lenses shown below. It’s an honest first-party read β€” not a page-by-page personal one. The gold βœ“ Penny Tested mark is reserved for books Penny reads cover to cover herself.
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Verdict receipt0–100
safety95
substance50
craft55
originality45
accuracy30
hype70
age-fit55
human-eye30
Penny’s verdict40
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