CCH Financial Planning Toolkit

Financial Planning Guide, covering following topics:

The Financial Planning Process

§        Assess where you are now

§        Define your financial goals and objectives

§        Develop your plan to achieve them

Investing

§        Establish how much risk you are willing to take to achieve your goals

§        Consider the time available

§        Evaluate the investments available to achieve the results you wish

Insurance and Risk Management

§        Identify the risks that might interfere with your financial plan

§        Take the steps to manage the risks through various types of insurance

Retirement Planning

§        Get ready for retirement by making a realistic assessment of what you will need when you are no longer working

§        Consider the special needs you might face before and after retirement

Estate Planning

§        Consider what you would like to achieve with the assets you have accumulated over your lifetime

§        Soften the impact of your death on those you leave behind

Tax Planning

§        Stay on top of your tax obligations to maximize how much of what you acquire that you actually get to keep

 

Interactive Screens to help you manage your money, include the following topics:

-   Mortgage Calculators                                 -   Retirement Savings and Planning

-   Loan Calculators                                        -   Tax Calculators

-   Credit Card and Debt Management              -   Savings Calculators

-   Automobile Calculators                              -   Personal Finance

-   Investment Calculators                               -   Business Calculators

Worksheets, Checklists and Reference Materials, include the following:

-   Tools for Getting Started

-   Tools for Investing

-   Tools for Insurance and Risk Management

-   Tools for Retirement Planning

-   Tools for Estate Planning

-   Tools for Tax Planning