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PART I: THE FUNDAMENTALS OF FINANCIAL PLANNING. |
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1. Taking Charge of the Financial Planning Process. |
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2. Building Wealth to Meet Your Goals. |
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3. Building Wealth Through Investment Planning |
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Set Your Financial Goals; Understand Investment Vehicles. |
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4. Building Wealth Through Investment Planning |
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Understand Financial Markets and Concepts; Develop an Investment Strategy. |
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5. Building Wealth Through Investment Planning |
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Implement Your Strategy; Monitor Your Investments. |
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6. Building Wealth (Concluded). |
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7. Protecting Your Family and Assets Through Life Insurance. |
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8. Protecting Your Family and Assets Through Health, Disability, Property/Casualty, and Auto Insurance. |
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9. Providing for Your Family Through Estate Planning. |
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10. Estate Taxes and Deductions. |
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11. Gift Tax Fundamentals and Generation-Skipping Transfer Tax. |
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12. Sophisticated Estate Planning. |
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13. Estate Liquidity, Powers of Attorney, and Living Wills. |
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PART II: THE LIFE EVENT APPROACH TO FINANCIAL PLANNING. |
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17. Being a Single Parent. |
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18. Buying and Selling a Home. |
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19. Funding a College Education. |
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20. Taking Advantage of Employment Benefits. |
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21. Starting Your Own Business. |
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22. Dealing With Your Parents. |
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23. Losing Your Spouse or Life Partner. |
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24. Planning for Retirement. |
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25. Planning for Retirement: Health Care and Insurance Needs. |
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26. A Few Words in Parting. |
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