Handbook of Financial Planning: An Experts' Guide for Advisors & Their Clients

Rating:
Summary: A truly first-rate guidebook
Review: The work of Dr. Jae K. Shim (Professor of Finance and Accounting at California State University and who has served as a consultant to commercial and nonprofit organizations alike for over 30 years and earned the Credit Research Foundation Award), Handbook Of Financial Planning: An Expert's Guide For Advisors And Their Clients is a no-nonsense, example laden and checklist-filled, expressive and explicit instructional covering a wide variety of "need-to-know" financial topics. From planning a college education for one's children; to life, health, property and liability insurance; to retirement planning and estate planning; to reducing the cost of living; to mutual funds, diversification, investment risks, banking and cash management; and so much more, Dr. Shim's Handbook Of Financial Planning is a truly first-rate guidebook which is especially recommended for financial professionals and investors but extremely useful to all.