Ernst & Young’s Personal Financial Planning Guide
Ernst & Young, Barbara J. Raasch, Charles L.
Ratner, Martin Nissenbaum

12

Finance

Basic

None

Self-Study

Textbook / Online Exam
If you want to take control of your financial future and unlock the
doors to financial success, you must have a plan that will allow
you to find good investments, reduce taxes, beat inflation, and
properly manage money.

Whether you’re new to financial planning or a seasoned veteran,
this updated edition of Ernst & Young’s Personal Financial
Planning Guide provides valuable information and techniques you
can use to create and implement a consistent personalized
financial plan. It also takes into consideration the new tax rules
that affect home ownership, saving for college, estate planning,
and many other aspects of your financial life.

Filled with in-depth insight and financial planning advice, this
unique guide can help you:

• Set goals

• Build wealth

• Manage your finances

• Protect your assets

• Plan your estate and investments

It will also show you how to maintain a financial plan in conjunction
with life events such as:

• Getting married

• Raising a family

• Starting your own business

• Aging parents

• Planning for retirement


Financial planning is a never-ending process, and with Ernst &
Young’s Personal Financial Planning Guide, you’ll learn how to
tailor a plan to help you improve all aspects of your financial life.
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