Personal financial planning
Subtitle: cases and applications student textbook
By: Michael A. Dalton ... [et al.].
Edition: 6th ed.
Publisher: Kaplan Schweser
Published: 2009
Place of publication: La Crosse, WI
Language: eng
Number of pages: 290
ISBN-13: 9781427780034
Subjects: Retirement; Financial planners; Handbooks, manuals; Financial statements; Personal Finance; Planning; Estate planning; Trusts and trustees; Case studies
Other titles: Cases and applications student textbook
Description: A brief description of the Case Method is followed by 14 cases, each giving a family scenario and accompanying documents (wills, trusts, investment statements, etc.) focused on six major areas of personal financial planning: fundamentals, insurance planning, investments, income tax, retirement, and estate planning.  Further example documents comprise an extensive appendix.
Notes: Includes bibliographical references and index.