A guide to financial planning covers cash flow, debt, budgeting, investments, estate planning, real estate, retirement planning, the economy, and taxes

About the Author

Dee Lee is a Certified Financial Planner. Her firm, Harvard Financial Educators, located in Harvard, Massachusetts, conducts financial workshops for corporations and institutions across the country. The workshops focus on educating and motivating the financial consumer to take charge of finances and begin to plan for the future. She co-authored The Complete Idiot's Guide to 401(k) Plans (Macmillan).

David Caruso is a Certified Financial Planner practicing in Manchester-by-the-Sea, Massachusetts. He is currently a senior vice president of a major Wall Street firm. With almost two decades of experience in the investment business, Caruso has spent his career educating and motivating clients about the proper way to handle their money.

"About this title" may belong to another edition of this title.

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