Formerly titled Personal Financial Planning: Private Wealth Updated to reflect the Tax Relief Act of 2004 and the Pension Protection Act of 2006 Formerly titled Personal Financial Planning: Private Wealth Management--the definitive go-to reference for you--has been thoroughly updated and revised to cover the most vital topics affecting the finances of your family. The book addresses everything from setting financial objectives and understanding the planning process to investing in equities and fixed income securities.

Author Biography

G. Victor Hallman, Ph.D., is a lecturer in Estate and Financial Planning at The Wharton School. Jerry S. Rosenbloom is the Frederick H. Ecker Professor of Insurance and Risk Management and the Academic Director of the Certified Employee Benefit Specialist Program at The Wharton School.