Personal Finance: Personal Financial Planner
Financial planning for life -- from career strategies and consumer credit to investments and taxes to retirement and estate planning -- this handbook covers everything for making those all-important decisions.
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Acct achieve financial goals Address Phone Fax Address Phone Savings amount automobile cash flow statement Checking account comparison Purpose comparison Sheet cost of college coverage current tax Date S Balance Date s Date deductions Dlabay & Hughes Estate planning Estimated annual fees financial documents Financial goal/amount Financial institution Address Fourth Edition Future value Gifts/donations Miscellaneous goal/Amount needed/Date needed Hughes Pages information requested institution Address Phone Instructions insurance Company/coverage Cost insurance policies Interest earned investments Itemized deduction Kapoor liabilities loan Location market value minimum balance mutual funds National tax service obtain the information opportunity cost Organization Address Phone payments Insurance Personal Finance Fourth Phone Savings goal/Amount Premium Price per bond Price per share property insurance property taxes Purchase price records Required skills Savings goal/Amount needed/Date Savings plan skills and experience Tax planning tax rate Total cost including Total value Value 1 Value Value 3 Date value Market worksheets