Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.The final step may be to calculate income and expenses as a percentage of the total to determine a better allocation of ... The process of paying off all outstanding credit cards by consolidating debt into one low personal line of credit byanbsp;...
Title | : | Financial Planning Answer Book (2009) |
Author | : | Jeffrey H. Rattiner |
Publisher | : | CCH - 2008-11-01 |
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