60 Minute Financial Planner
This helpful, concise guide to financial planning provides the reader with the necessary information he or she needs to intelligently consult with a financial planner, or work through the planning process independently.
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Matching Needs Wants and Expenses
Putting Your Money to Work
Using Credit Wisely
12 other sections not shown
advice alimony amount annuity assets bankruptcy basic beneficiary benefits bills bonds borrower broker buy-sell agreement buyer cash charge child cost coverage credit card debts deduction depends disability divorce employees estate plan estate tax expenses federal fees financial plan gift gift tax give health insurance home-equity loan homeowner's homeowner's insurance Hot Button income tax Index fund instance insurance company interest rates Internal Revenue Code investment investors keep kids lease lender less Medicaid Medicare Medigap ment month mortgage mutual fund offer option paid parents pension percent person portfolio premium problems purchase qualify real estate retirement reverse mortgage risk savings sell seller someone spend spouse spouse's taxable there's trust tuition usually