Thomson Tax & Accounting Education Series

Personal Financial Planning Handbook: With Forms and Checklists Second Edition Edited by Johnathan D. Pond Updated 2x/year. ISBN: 0-7913-5104-1 Product Code: PFFS

Personal Financial Planning Handbook: With Forms and Checklists provides expert guidance for personal financial planning along with countless forms and checklists, illustrative examples, specific strategies for the ten most common client types, charts and graphs. Reference appendixes highlight such information as tax rates, bond ratings, and present and future value tables. Every financial planning situation is addressed including: equity investments, tax planning, retirement planning, insurance planning and risk management and estate planning. Special client circumstances such as college funding, divorce, or adoption are taken into consideration. The Handbook includes hundreds of forms, checklists, and charts including real estate investments preference and suitability analyses, statements of financial condition and supporting schedules, as well as guidelines for obtaining adequate insurance and creating evaluations prior to estate planning.

Table of Contents
Chapter 1: Personal Financial Planning Environment
Chapter 2: Planning and Recordkeeping
Chapter 3: Personal Financial Statements
Chapter 4: Insurance Planning
Chapter 5: Credit Management
Chapter 6: Capital Accumulation
Chapter 7: Equity Investments
Chapter 8: Interest-Earning Investments
Chapter 9: Real Estate Investments
Chapter 10: Tax Planning
Chapter 11: Retirement Planning
Chapter 12: Estate Planning
Chapter 13: Special Client Circumstances
Chapter 14: Practice Management and Development
Chapter 0: Appendixes

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