| Record ID | ia:personalfinancia0000unse_z6q3 |
| Source | Internet Archive |
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LEADER: 01503cam a22003374a 4500
001 2012428167
003 DLC
005 20120512083305.0
008 120511s2009 wiud 001 0 eng
010 $a 2012428167
020 $a9781427780034
020 $a142778003X
035 $a(OCoLC)ocn742420245
040 $aGGY$cGGY$dDLC
042 $alccopycat
050 00 $aHG 179.5$b.P46 2009
245 00 $aPersonal financial planning :$bcases and applications student textbook /$cMichael A. Dalton ... [et al.].
246 28 $aCases and applications student textbook
250 $a6th ed.
260 $aLa Crosse, WI :$bKaplan Schweser,$cc2009.
300 $axxi, 290 p. (appendices various pagings) :$bill. (charts) ;$c26 cm.
504 $aIncludes bibliographical references and index.
520 $aA 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.
650 0 $aFinancial planners.
650 0 $aFinance, Personal.
650 0 $aFinancial statements$zUnited States$vHandbooks, manuals, etc.
650 0 $aFinance, Personal$vCase studies.
650 0 $aEstate planning.
650 0 $aTrusts and trustees.
650 0 $aRetirement$xPlanning.
700 1 $aDalton, Michael A.