Handbook of Financial Planning: An Expert's Guide for Advisors and their Clients / Edition 1

Handbook of Financial Planning: An Expert's Guide for Advisors and their Clients / Edition 1

by Jae K. Shim
     
 

ISBN-10: 0538726857

ISBN-13: 9780538726856

Pub. Date: 10/29/2003

Publisher: Cengage Learning

A must-read for financial professionals and serious investors alike, this one-stop resource offers valuable insight into complex and fast-changing financial markets and advisory markets. It provides in-depth coverage of all the topics key to personal finance, including record-keeping, present and future value in investing, financial career planning, educational

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Overview

A must-read for financial professionals and serious investors alike, this one-stop resource offers valuable insight into complex and fast-changing financial markets and advisory markets. It provides in-depth coverage of all the topics key to personal finance, including record-keeping, present and future value in investing, financial career planning, educational planning, cash management, consumer credit, housing, insurance, investment choices, retirement planning, estate planning, tax issues, and much more. Packed with helpful tips and lessons, this comprehensive handbook will help professional investors in advising customers as well as provide relevant, cutting-edge information for independent investors.

Product Details

ISBN-13:
9780538726856
Publisher:
Cengage Learning
Publication date:
10/29/2003
Edition description:
New Edition
Pages:
350
Product dimensions:
15.20(w) x 23.20(h) x 2.00(d)

Table of Contents

1. About Financial Planning 2. The Time Value of Money 3. Personal Financial Statements and Budgeting 4. Planning Children's College Education 5. Return and Riskiness of Investments 6. Banking and Cash Management 7. How to Take on and Manage Debt 8. How to Save on the Cost of Living 9. Where and How to Live 10. Life, Health, and Property and Liability Insurance 11. About Investments and Planning 12. Investing in Common Stock 13. Investing in Fixed-Income Securities 14. Investing in Tangibles: Real Estate and Other Real Assets 15. Mutual Funds and Diversification 16. Retirement Planing 17. Estate Planning: Preserving An Estate

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