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Handbook of Financial Planning

Handbook of Financial Planning - 04 edition

Handbook of Financial Planning - 04 edition

ISBN13: 9780538726856

ISBN10: 0538726857

Handbook of Financial Planning by Jae K. Shim - ISBN 9780538726856
Edition: 04
Copyright: 2004
Publisher: South-Western Publishing Co.
International: No
Handbook of Financial Planning by Jae K. Shim - ISBN 9780538726856

ISBN13: 9780538726856

ISBN10: 0538726857

Edition: 04

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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, estate 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.


  • 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.

Table of Contents

Table of Contents

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 Cash Management

7. How to Take on and Manage Debt

8. How to save on the Cost of Living

9. Where and How to Live

10. Life, Health, and Property and Liability Insurance

11. About Investments and Planning

12. Investing in Common Stock

13. Investing in Fixed-Income Securities

14. Investing in Tangibles: Real Estate and Other Real Assets

15. Mutual Funds and Diversification

16. Retirement Planing

17. Estate Planning: Preserving An Estate