Altfest, Lewis.

Personal financial planning. / Lewis J. Altfest. - New York: McGraw Hill, 2007. - xxiv,624p.: ill.; 26cm.

Includes index

Contents: Planning Basics: Introduction to personal financial planning -- Time value of money -- Beginning the Planning Process -- Ongoing household planning: Household finance -- Financial statements Analysis -- Cash flow planning - Debt -- Portfolio management: Non financial investments -- Financial investments -- Risk management -- Specialized planning: Other insurance -- Retirement planning -- Educational planning -- Tax and estate planning -- Tax Planning -- Estate planning -- Planning essentials: Stocks, bonds and mutual funds -- Background topics -- Integrated decision making: Capital needs analysis -- Behavioral financial planning -- Completing the Process -- Further specialized topics Web chapter A: special circumstances planning - B: career Basics - C: Regulation -- Appendix A: Modern investment theory -- Appendix B: Employee benefits -- Appendix C: Behavioral finance-applications -- Appendix D: Comprehensive financial plan-Dan and Laura.

139780072536409


Finance, Personal-- Financial planners

HG179.A4484

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