What people are saying - Write a review
We haven't found any reviews in the usual places.
Introduction To Personal Financial
Importance of the Economic Environment
73 other sections not shown
amount analysis annual annuity beneficiary bond calculated capital cash flows CFP Board designee client Code contributions corporation cost coupon coverage death debt deduction determine disability dividend earnings employee equity estate planning estate tax example EXHIBIT expected expenses federal financial planner future value gift gift tax goals gross estate gross income income tax increase individual inflation insurance policy interest rates investment investors liability limited loan long-term loss marital deduction maturity Medicare mortgage mutual funds option ordinary income paid partnership payments percent period portfolio premium present value professional purchase qualified retirement plan rate of return ratio receive retirement plan risk Roth IRA Rule Rule of 72 savings Schedule shares Social Security benefits spouse Stafford Loans tax return taxpayer term Total transfer trust tuition unsystematic risk yield to maturity