Personal Financial Planning

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McGraw Hill Professional, Jun 18, 2003 - Business & Economics - 500 pages
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With more than 135,000 copies sold in previous editions, Personal Financial Planning has become one of today's top answer books for people who want to know what to do with their money, and why.

This streamlined seventh edition provides in-depth coverage and analysis of the latest tax law changes. In addition, it features an entirely new chapter on planning and paying for education expenses, including the new 529 plans; ramifications of the GST estate tax repeal; new checklists and questions to tie up each chapter; and more.

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Contents

PART 2 Using Insurance Effectively
27
PART 3 Investments and Investment Planning
125
PART 4 Income Tax Planning
255
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About the author (2003)

G. Victor Hallman is a lecturer in estate and financial planning at the Wharton School.

Jerry S. Rosenbloom is a professor of insurance and risk management at the Wharton School.

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