Personal Financial Management
9A98N016
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- $3.99
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- $3.99
Publisher Description
This note provides an overview of the personal financial management process. A financial planning framework is presented and described, including setting personal goals, assessing current positions and creating financial action plans. The importance of establishing short-term reserves, having adequate protection, developing a retirement plan and establishing a portfolio strategy are discussed. The note can be used in an investment class which examines personal finance issues.
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