December 2012
Beginner
308 pages
7h 31m
English
Content preview from Personal Financial Planning, Fourth Edition
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18. Case Studies on Financial Planning
Introduction
In this chapter, we introduce three case studies to illustrate how financial planning is carried out for singles, young couples and mature couples with children. The concerns and needs of singles, young couples and mature married couples are different. In the case of singles, they are primarily concerned with their own financial well-being as they have no dependents to care for. Hence, financial planning for singles involves planning for their housing, protecting their income during their working life and planning for their retirement.
As regards young couples, they are primarily concerned with ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.