Summary: A must-read for financial professionals and serious investors alike, this one-stop resource offers valuable insight into complex and fast-changing financial markets and advisory markets. It provides in-depth coverage of all the topics key to personal finance, including record-keeping, present and future value in investing, financial career planning, educational planning, cash management, consumer credit, housing, insurance, investment choices, retirement planning, es ...show moretate planning, tax issues and much more. Packed with helpful tips and lessons, this comprehensive handbook will help professional investors in advising customers as well as provide relevant, cutting-edge information for independent investors.Edition/Copyright: 04
- Numerous practical resources, tools and techniques throughout, including: Step-by-step procedures, Common mistakes, Numerous tips and checklists, Strategies for the advisor to use with their clients, Many rules of thumb to share with clients, and Useful websites in every chapter.
- Comprehensive guide covering all aspects of financial planning and addressing all stages of a client's needs.
- Provides insights into markets, investments instruments, and techniques to help financial planners provide the best advice for their clients.
- Offers basic planning concepts so the serious investor can understand and improve their relationship with their professional advisor.
Publisher: South-Western Publishing Co.
Year Published: 2004