personal financial planning- the process,setting your objectives,basic insurance principles,life insurance and social security,health insurance,property and liability insurance,basic investment principles,common stock and other equity investments,mutual funds,investing in fixed - income securities,income tax planning,pension and profit- sharing plans,other retirement and employee and employee benefits,estate planning principles,planning for death taxes,will substitutes in the estate plan,planning for your business interests (Topical Term)
Preferred form: personal financial planning- the process,setting your objectives,basic insurance principles,life insurance and social security,health insurance,property and liability insurance,basic investment principles,common stock and other equity investments,mutual funds,investing in fixed - income securities,income tax planning,pension and profit- sharing plans,other retirement and employee and employee benefits,estate planning principles,planning for death taxes,will substitutes in the estate plan,planning for your business interests