Personal Financial Planning

by G. Victor Hallman, Jerry S. Rosenbloom

With more than 135,000 copies sold in previous editions, Personal Financial Planning has become one of today's top answer books for people who want to know what to do with their money, and why. This streamlined seventh edition provides in-depth coverage and analysis of the latest tax law changes. In addition, it features an entirely new chapter on planning and paying for education expenses, including the new 529 plans; ramifications of the GST estate tax repeal; new checklists and questions to tie up each chapter; and more.

Genres: Finance, Reference

500 pages, Hardcover

First published October 1, 1975

Reviews

[Athens]

If anybody has recommendations about being your own money manager, for people who are willing to work at it, please let me know.

I am about one third through this.

It is geared to people with an analytic mindset and who are willing to work in a focused manner on their finances the same way they would work on any other serious project in a responsible capacity - like at work.

Because it is a toolbox, not a recommendation on how to balance a portfolio, that may explain why a relatively mediocre star count from other reviewers.

If you want to get a handle on this stuff, sometimes you have to just "gut it out" and get it done.

[Sam · Rating 5 out of 5]

excellent overview of financial and estate planning

writes in easy to understand terms and language