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Personal financial fitness : practical guide to improve the health of your wealth

Klosowski, Allen

Personal financial fitness : practical guide to improve the health of your wealth - 4th ed. - Menlo Pub.US Crisp Pub. 1997 - vii, 114 p.

Presents the financial planning process as a four-step action process, viz. examine, diagnose, prescribe nad monitor. Gives guidelines for clarifying long-term goals such as: college funding; systematic investing; retirement planning; and estate investing.

LRC 11.02.04 K66










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