Publication

2009 - Kaplan Schweser, La Crosse, WI, Wisconsin

Language

English

Word Count

72,500 words, Guess

Page Count

290 pages

Identifiers

and 1 more

Classifications

  • LCCHG 179.5 .P46 2009

Alternate Titles

  • Cases and applications student textbook

Description

A brief description of the Case Method is followed by 14 cases, each giving a family scenario and accompanying documents (wills, trusts, investment statements, etc.) focused on six major areas of personal financial planning: fundamentals, insurance planning, investments, income tax, retirement, and estate planning. Further example documents comprise an extensive appendix.

Subjects

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