personal financial planning
noun

short- and long-term financial planning by an individual, either independently or with the assistance of a professional adviser. It will include the use of tax efficient schemes such as Individual Savings Accounts, ensuring adequate provisions are being made for retirement, and examining short- and long-term borrowing requirements such as overdrafts and mortgages.

Browse by Subjects
return on net assets
commodity pool operator
ex officio
Purchasing Power Parity theory
Gross National Debt