Personal Financial Planning Handbook: With Forms & Checklists

This one essential tool includes everything you need for easy financial planning.

This one-source practice tool provides expert guidance on all areas of personal financial planning along with practice-proven forms and checklists. With Personal Financial Planning Handbook: With Forms & Checklists, Second Edition, practitioners can efficiently customize strategies for their clients.

This time-saving reference provides all the tools required including 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.