Practicing Financial Planning For Professionals
Description:
Key Features:
* Discusses the impact of retirement, and how to successfully prepare for it
* Devotes an entire chapter to tax planning and sophisticated tax strategies
* Explores key concepts and strategies of investment planning, including asset allocation
* Covers risk management strategies of insurance planning, including life, disability, health, and long term care
* Explains principles of estate planning and examines advanced estate planning strategies
* Explores the key aspects associated with divorce and death
* Underscores time value of money and creative use of calculators in financial planning
* Presents universally acclaimed methods of practice management
* Discusses the impact of September 11 (2001) disaster on the investing public
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