Financial Planning Toolkit |
| Over a thousand pages of essential information and tools to help you manage your personal finances through planning, investing and asset protection strategies. |
| Table of Contents |
| The Financial Planning Process |
| Assess where you are now, define your financial goals and objectives, and develop a plan to achieve them. |
| Investing |
| Establish how much risk you're willing to take to achieve your goals, consider the time available, and evaluate the investments available to achieve the results you desire. |
| Insurance and Risk Management |
| Identify the risks that might interfere with your financial plan, and take steps to manage the risks through various types of insurance. |
| Retirement Planning |
| Get ready for retirement by making a realistic assessment of what you'll need when you're no longer working, and consider the special issues you might face before and during your retirement. |
| Estate Planning |
| Consider what you'd like to achieve with the assets you've accumulated over a lifetime and soften the impact of your death on those you leave behind. |
| Tax Planning |
| Stay on top of your tax obligations to maximize how much of what you acquire that you actually get to keep. |