Altfest, Lewis. creator text xxu New York McGraw Hill 2007 monographic eng

print

xxiv,624p.: ill.; 26cm. 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. Lewis J. Altfest. Includes index Finance, Personal Financial planners HG179.A4484 139780072536409 120608 20210414114003.0