The last 30 years have witnessed stock market booms and busts, economic prosperity and
downturns, various presidential administrations, and technological revolutions. Through it
all, Victor Hallman and Jerry Rosenbloom's classic guidebook, which previously was titled
Personal Financial Planning in its first through seventh edition, has retained its status
as the most accurate and up-to-date resource to help Americans protect their futures by
investing wisely, insuring their families, and planning for their estates and retirements.
Now, with Private Wealth Management, Eighth Edition, money managers and
personal investors once again have a reliable resource of personal financial management
guidance that is complete with essential new material addressing the latest trends in
financial planning.
These historic economic times call for new guidance. Hallman and Rosenbloom deliver
with new chapters on asset protection planning, cash flow analysis, and interest
accumulation concepts, as well as increased coverage of common stock investments and
alternative investments. Additionally, in-depth and up-to-date attention is given to the
Tax Relief Act of 2004 and the Pension Protection Act of 2006.
This proven wealth-building tool features cutting-edge financial thinking and
highreturn/ low-risk strategies in virtually every applicable area, including
- Index funds
- Value investing
- Dollar-cost averaging
- Fixed-income investing
- Profit-sharing plans
- Stock bonus plans
- 401(k) plans
- Simplified employee pension plans
- Estate planning
- Gift taxes
- Generation-skipping transfer taxes
- Income and capital gains tax planning
- Health insurance plans including HMOs
- Personal risk management
From setting financial objectives and understanding the planning process to investing in
equities and fixed-income securities, Private Wealth Management offers an effective,
coordinated process that shows readers how to plan a prosperous financial future in
today?s no-guarantee financial environment.
Table of Contents
Part I: Introduction
Part II: Capital Accumulation
Part III: Income Tax Planning
Part IV: Financing Education Expenses
Part V: Planning for Retirement
Part VI: Charitable Giving
Part VII: Insurance and Wealth Management
Part VIII: Estate Planning
Part IX: Planning for Business Interests
696 pages, Hardcover