Personal Financial Planning [Hardcover]

G. Victor Hallman (Author), Jerry S. Rosenbloom (Author)

Book Description

ISBN-10: 0070260311 | ISBN-13: 978-0070260313 | Publication Date: June 27, 2000 | Edition: 6th

This guide to personal finance planning discusses an array of financial products available to the individual investor, as well as insurance options, tax, retirement and estate planning. It is mainly concerned with accumulation and protection of capital by investment and planning.

Editorial Reviews

From the Back Cover

Personal Finance Planning has long been regarded as the financial planning resource for private individuals and professional money managers. And as we turn the corner to 2000 and beyond, the array of financial products and strategies available to individuals and families­­mutual funds, employee stock plans, IRAs, estate and wealth conservation techniques, newer forms of life insurance, annuities--has made informed, decisive financial planning more essential than ever.

Personal Financial Planning, Sixth Edition, contains the information you need to understand each of today's key financial planning issues and questions. Substantially revised and updated for today's fast-moving, Web-centered world, its examples, planning tips, charts, graphs, and case studies will help you assemble the ideal mix of investments, insurance, retirement plans, trusts, and other techniques to build and protect your and your family's long-term financial future.

A savings account in the local bank may have worked for your grandparents, but you'll need much more than that to assure yourself and your family a solid, comfortable financial future. Personal Financial Planning will help you confront the numerous financial choices open to you--and show you where to put your money now for a comfortable and financially secure future.

About the Author

G. Victor Hallman is a member of the Pennsylvania State Bar, a lecturer in financial and estate planning at the Wharton School of the University of Pennsylvania, and a consultant in the field of financial and estate planning. He is the author or coauthor of many professional books. Jerry S. Rosenbloom is a professor at the Wharton School and chairman of its department of insurance and risk management. He has written numerous books and articles and is a well-respected financial consultant. --This text refers to an out of print or unavailable edition of this title.

Product Details

• Hardcover: 629 pages
• Publisher: McGraw-Hill Trade; 6th edition (June 27, 2000)
• Language: English
• ISBN-10: 0070260311
• ISBN-13: 978-0070260313
• Product Dimensions: 8.8 x 6.4 x 2 inches
• Shipping Weight: 2.2 pounds
• Average Customer Review: 4.4 out of 5 stars  See all reviews (9 customer reviews)
• Amazon Best Sellers Rank: #2,768,839 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

45 of 46 people found the following review helpful:

4.0 out of 5 stars Comprehensive, needs more instruction, March 19, 2002

By 

Jay Liebowitz (Los Angeles, CA) - See all my reviews
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This review is from: Personal Financial Planning (Hardcover)

I happen to have Victor Hallman's class at the Wharton School, and we use this as the text. As a result, I have had the unfortunate task of committing to memory large portions of this book. In general, I find the book to be thoroughly comprehensive in describing financial products and planning techniques. Hallman and Rosenbloom are conservative, and they incorporate a sophisticated knowledge of both tax law and financial theory. This volume, however, is somewhat outdated in that it does not include the 2001 tax relief act that phases out the estate tax and lowers the highest federal income tax bracket. In addition, I think that the book lacks instruction. Specifically, there should be more hypothetical scenarios of individuals in certain financial scenarios and suggestions about what tools they can use to improve their situation. That would make it more accessible to the average reader instead of simply the professional planner.

12 of 13 people found the following review helpful:

5.0 out of 5 stars Very thorough book., October 18, 2004

By 

Andrew Ma "Rabid consumer" (Austin, TX USA) - See all my reviews
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This review is from: Personal Financial Planning (Hardcover)

We require advisors and brokers to read this in our firm. It's not totally inclusive, but NO book is. But for the average person, there is more here than they even need. This is the book for professionals to brush up on and know all facts.

4 of 4 people found the following review helpful:

5.0 out of 5 stars Excellent Book, November 5, 2006

By 

G. Sierra "gsierra" (Philadelphia, PA) - See all my reviews
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This review is from: Personal Financial Planning (Hardcover)

I also happen to be taking Professor Hallman's class at the Wharton School; I blieve his book is written with sufficient detail to be comprehensive, and in a language that does not necessarily exclude the layman