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

By:

Klosowski, Allen

Material type: Text

TextPublication details: Crisp Pub. Menlo Pub.US 1997Edition: 4th edDescription: vii, 114 pAction note:

3/7/00 M2LMGR

Summary: 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.

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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.

3/7/00 M2LMGR

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