- Day to day finances (budgeting, expense control, mortgages, other debt, emergency funds, etc.)
- Insurance (life, health, disability, property)
- Taxes (exemptions, deferrals, income splitting)
- Investments (asset allocation, security selection, risk management)
- Retirement (pensions, RRSPs, RRIFs, annuities, etc.)
- Estate (wills, powers of attorney, use of trusts, planned giving, etc.)
Friday 23 March 2007
Excellent Personal Financial Planning Primer
The Financial Webring is already bookmarked on the right hand side of this blog as a discussion forum but I've discovered it also has a fine brief primer on personal financial planning. The advice is direct, understandable and sensible. It covers all the main areas one needs to be concerned with, namely:
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financial planning
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