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Bonds, Second Edition by Stan Richelson, Hildy Richelson

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CHAPTER 20

Financial Planning with Bonds

CASE STUDIES

Chapter 19 describes how an investor might use bonds in the investment-planning process. But let’s put these theories to the test now and see how they pan out when the rubber meets the road. For most people, that happens when they realize they must plan for a life transition or a significant financial decision. These events require decisions about how to proceed. Here, we present a number of case studies to illustrate the practical uses of bonds in financial planning and planning for life transitions.

Each of the following case studies presents challenges and transitions that the person must confront. There are many ways to solve a problem. Here, we offer some possible solutions using bonds ...

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