Personal Financial Planning (9781423236566)

$6.95
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SKU:
9781423236566
UPC:
654614036568
Format:
Fold Out - Laminated
Size:
8.5 x 11.0
Pages:
6
  • Personal Financial Planning (9781423236566)
  • Personal Financial Planning (9781423236566)
  • Personal Financial Planning (9781423236566)
  • Personal Financial Planning (9781423236566)

Make a better life using proven skills of financial planners. Set short and long term goals, protect what you have, and get a sense of security. Author Michael Griffin shares the most valuable knowledge through experience in a concise and thorough outline designed to offer life-changing guidance. He feels, as we do at BarCharts Publishing, that everyone should have the tools to succeed.

6-page laminated guide includes:

  • Objectives
  • Process of Personal Financial Planning
  • Saving & Investing
  • Investment Funds (Stock & Bond Funds)
  • Managing Investment Risk
  • Working with Advisors
  • Retirement Planning
  • Insurance
  • Income Tax Return Preparation & Planning
  • Estate Planning
  • Personal Financial Recordkeeping
  • Debt Consolidation
  • Review Your Plan & Progress Toward Goals
  • Maintain a Solid Credit Rating
  • Home Mortgage Process