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Handbook of financial planning : an expert's guide for advisors and their clients

Author: Jae K Shim
Publisher: Mason, Ohio : Thomson/South-Western, ©2004.
Edition/Format:   Print book : EnglishView all editions and formats
Database:WorldCat
Summary:

Intended for both planners and investors, this guide introduces basic planning concepts and relates them to specific strategies, guidelines, and procedures. Shim (an accounting consultant) offers  Read more...

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Additional Physical Format: Online version:
Shim, Jae K.
Handbook of financial planning.
Mason, Ohio : Thomson/South-Western, ©2004
(OCoLC)706013805
Material Type: Internet resource
Document Type: Book, Internet Resource
All Authors / Contributors: Jae K Shim
ISBN: 0538726857 9780538726856
OCLC Number: 53876100
Notes: Includes index.
Description: ix, 350 pages : illustrations ; 24 cm
Contents: About financial planning --
The time value of money --
Personal financial statements and budgeting --
Planning children's college education --
Return and riskiness of investments --
Banking and cash management --
How to take on and manage debt --
How to save on the cost of living --
Where and how to live --
Life, health, and property and liability insurance --
About investments and planning --
Investing in common stock --
Investing in fixed-income securities --
Investing in tangibles : real estate and other real assets --
Mutual funds and diversification --
Retirement planning --
Estate planning : preserving an estate.
Other Titles: Financial planning
Responsibility: Jae K. Shim.
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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 Read more...

 
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