Personal Financial Planning / Edition 7

Personal Financial Planning / Edition 7

by G. Victor Hallman
     
 

ISBN-10: 0071419446

ISBN-13: 9780071419444

Pub. Date: 05/28/2003

Publisher: McGraw-Hill Companies, The

With more than 135,000 copies sold in previous editions, Personal Financial Planning has become one of today's top answer books for people who want to know what to do with their money, and why.

This streamlined seventh edition provides in-depth coverage and analysis of the latest tax law changes. In addition, it features an entirely new chapter on

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Overview

With more than 135,000 copies sold in previous editions, Personal Financial Planning has become one of today's top answer books for people who want to know what to do with their money, and why.

This streamlined seventh edition provides in-depth coverage and analysis of the latest tax law changes. In addition, it features an entirely new chapter on planning and paying for education expenses, including the new 529 plans; ramifications of the GST estate tax repeal; new checklists and questions to tie up each chapter; and more.

G. Victor Hallman is a lecturer in estate and financial planning at the Wharton School.

Jerry S. Rosenbloom is a professor of insurance and risk management at the Wharton School.

Product Details

ISBN-13:
9780071419444
Publisher:
McGraw-Hill Companies, The
Publication date:
05/28/2003
Edition description:
REV
Pages:
500
Product dimensions:
6.36(w) x 9.32(h) x 1.88(d)

Table of Contents

Preface to the Fifth Edition
Pt. 1Coordinated Financial Planning
1Personal Financial Planning - The Process3
2Setting Financial Planning Objectives19
Pt. 2Using Insurance Effectively
3Basic Insurance Principles45
4Life Insurance and Social Security63
5Health Insurance118
6Property and Liability Insurance154
Pt. 3Accumulating Capital and Income Tax Planning
7Basic Investment Principles181
8Common Stock and Other Equity Investments217
9Mutual Funds253
10Investing in Fixed-Income Securities278
11Income Tax Planning299
Pt. 4Planning for Retirement
12Pension, Profit-Sharing, and Savings Plans347
13Other Retirement Plans and Other Employee Benefits389
Pt. 5Estate and Tax Planning
14Estate Planning Principles411
15Planning for Death Taxes432
16Will Substitutes in the Estate Plan459
17Planning for Business Interests482
Personal Financial Planning Checklist for Decision Making503
Personal Financial Planning Review Forms517
Index549

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