... 24 0–2 46scenario, 4 7–4 9taxes and, 7 6–7 7, 77ftruisms about, 6 5–7 6be patient, 7 4–7 6be willing to let go, 6 9–7 1know yourself, 6 6–6 9think contrarian, 7 1–7 4types and terminologybonds, 8 4–8 9equities, 8 1–8 4mutual ... banking, 3 5–3 8questions to ask a potentialfinancial planner, 34record keeping, 4 0–4 1scenarios, 1 9–2 2setting up financial planestate planning, 28insurance planning, 27investment planing, ... trends,23 6–2 38Financial planning, 23 1–2 32custody accounts, 3 8–4 1dataanalyzing, 31gathering, 2 9–3 0description of, 2 4–2 6goals and objectives, 3 0–3 1implementing, 32importance of, 7–1 3private...