Personal financial planning /
Altfest, Lewis J.
Personal financial planning / Lewis J. Altfest. - New York, NY: McGraw-Hill, 2007. - xxiv, 624 pages: illustrations; 26 cm. - The McGraw-Hill/Irwin series in finance, insurance, and real estate .
Includes appendixes, glossary and index.
Part 1: Planning Basics -- Introduction to Personal Financial Planning -- The Time Value of Money -- Beginning the Planning Process -- Part 2: Ongoing Household Planning -- Household Finance -- Financial Statements Analysis -- Cash Flow Planning -- Debt -- Part 3: Portfolio Management -- Nonfinancial Investments -- Financial Investments -- Risk Management -- Part 4: Specialized Planning -- Other Insurance -- Retirement Planning -- Educational Planning -- Part 5: Tax and Estate Planning -- Tax Planning -- Estate Planning -- Part 6: Planning Essentials -- Stocks, Bonds, and Mutual Funds -- Background Topics -- Part 7: Integrated Decision Making -- Capital Needs Analysis -- Behavioral Financial Planning -- Completing the Process -- Part 8: Further Specialized Topics (Web Chapters) -- Special Circumstances Planning -- Career Basics -- Regulation
"Personal Financial Planning brings a new level of analytical depth to this fast-rising field. Written for the financial professional, Personal Financial Planning uses an original framework to make the material comprehensible to students while simultaneously providing a platform for further research and innovation within the discipline. Altfest's innovative Total Portfolio Management approach, combined with an ongoing integrated case study, provides a unique and powerful entry into this important subject." - From the Publisher.
9780072536409
Asia Foundation - Donation
Finance, Personal.
Financial planners.
Personal financial planning / Lewis J. Altfest. - New York, NY: McGraw-Hill, 2007. - xxiv, 624 pages: illustrations; 26 cm. - The McGraw-Hill/Irwin series in finance, insurance, and real estate .
Includes appendixes, glossary and index.
Part 1: Planning Basics -- Introduction to Personal Financial Planning -- The Time Value of Money -- Beginning the Planning Process -- Part 2: Ongoing Household Planning -- Household Finance -- Financial Statements Analysis -- Cash Flow Planning -- Debt -- Part 3: Portfolio Management -- Nonfinancial Investments -- Financial Investments -- Risk Management -- Part 4: Specialized Planning -- Other Insurance -- Retirement Planning -- Educational Planning -- Part 5: Tax and Estate Planning -- Tax Planning -- Estate Planning -- Part 6: Planning Essentials -- Stocks, Bonds, and Mutual Funds -- Background Topics -- Part 7: Integrated Decision Making -- Capital Needs Analysis -- Behavioral Financial Planning -- Completing the Process -- Part 8: Further Specialized Topics (Web Chapters) -- Special Circumstances Planning -- Career Basics -- Regulation
"Personal Financial Planning brings a new level of analytical depth to this fast-rising field. Written for the financial professional, Personal Financial Planning uses an original framework to make the material comprehensible to students while simultaneously providing a platform for further research and innovation within the discipline. Altfest's innovative Total Portfolio Management approach, combined with an ongoing integrated case study, provides a unique and powerful entry into this important subject." - From the Publisher.
9780072536409
Asia Foundation - Donation
Finance, Personal.
Financial planners.