Item type | Current library | Home library | Shelving location | Call number | Status | Date due | Barcode | |
---|---|---|---|---|---|---|---|---|
Books | American University in Dubai | American University in Dubai | Main Collection | HG 179 .E237 2008 (Browse shelf(Opens below)) | Available | 601694 |
The planning process -- Nine steps for financial and estate planning success -- Estate planning checklist -- Personal/business information -- Personal/business budget -- How much life insurance do you need? -- Keeping track of your investments -- Asset allocation investment cycle and retirement needs analysis and budget -- Risk and reward questionnaire -- Understanding your investments -- Mutual fund checklistL items you need to address before investing -- Do it right: Learn before you invest -- All about bonds -- How to choose an advisor -- Did you know? a little trivia.
Includes bibliographical references.
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