Hallman, G. Victor.
Personal financial planning / G. Victor Hallman, Jerry S. Rosenbloom. - 7th ed. - New York : McGraw-Hill, c2003. - xv, 623 p. ; 23 cm.
Includes index.
Pt1: Coordinated Financial planning- Personal financial planning - the process-- Setting financial planning objectives-- Pt2: Using Insurance Effectively-- Personal insurance principles and selecting insurers-- Life insurance and social security-- Health insurance-- Long-term care insurance and medicaid planning-- property and liability insurance-- Pt3: Investments and Investment Planning-- Basic investment principles-- common stocks-- Other equity investments-- Fixed-income investments--Mutual funds and other investment companies-- Asset allocation strategies and models-- Pt4: Incom Tax Planning-- Income tax fundamentals--Basic income tax saving techniques for individuals-- Charitable giving-- Pt5: Planning for Retirement and Capital Accumulation Plans-- Employer-provided qualified retirement plans and social securiy benefits- otehr employer-provided retiremnet plans and other employee benefits-- individual retirement accounts and annuities (IRAs)-- Planning for taking distributions from qualified retirement plans and IRAs-- Individual investment annuity contracts-- Employee stock compensation plans-- Pt6: Estate Planning-- Estate planning principles-- The transfer tax system-- Lifetime giving and sales within the family--Marital deduction planning, postmortem planning and estate liquidity-- life insurance in estate planning-- Revocable living trust, other will substitutes, and property management arrangements-- Financing education expenses--Planning for business interest-- Index.
0071419446 (hbk.) 9780071419444 (hbk.)
Finance, Personal.
332.024 / HAL
Personal financial planning / G. Victor Hallman, Jerry S. Rosenbloom. - 7th ed. - New York : McGraw-Hill, c2003. - xv, 623 p. ; 23 cm.
Includes index.
Pt1: Coordinated Financial planning- Personal financial planning - the process-- Setting financial planning objectives-- Pt2: Using Insurance Effectively-- Personal insurance principles and selecting insurers-- Life insurance and social security-- Health insurance-- Long-term care insurance and medicaid planning-- property and liability insurance-- Pt3: Investments and Investment Planning-- Basic investment principles-- common stocks-- Other equity investments-- Fixed-income investments--Mutual funds and other investment companies-- Asset allocation strategies and models-- Pt4: Incom Tax Planning-- Income tax fundamentals--Basic income tax saving techniques for individuals-- Charitable giving-- Pt5: Planning for Retirement and Capital Accumulation Plans-- Employer-provided qualified retirement plans and social securiy benefits- otehr employer-provided retiremnet plans and other employee benefits-- individual retirement accounts and annuities (IRAs)-- Planning for taking distributions from qualified retirement plans and IRAs-- Individual investment annuity contracts-- Employee stock compensation plans-- Pt6: Estate Planning-- Estate planning principles-- The transfer tax system-- Lifetime giving and sales within the family--Marital deduction planning, postmortem planning and estate liquidity-- life insurance in estate planning-- Revocable living trust, other will substitutes, and property management arrangements-- Financing education expenses--Planning for business interest-- Index.
0071419446 (hbk.) 9780071419444 (hbk.)
Finance, Personal.
332.024 / HAL