Plan Your Financial Future A Comprehensive Guidebook to Growing Your Net Worth /
Get your financial life in order. This comprehensive and objective guidebook will help you grow your net worth on a steady and increasing basis, regardless of your income level. This new and expanded edition covers changes and strategies to maximize financial benefits and planning resulting from the...
Κύριος συγγραφέας: | |
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Συγγραφή απο Οργανισμό/Αρχή: | |
Μορφή: | Ηλεκτρονική πηγή Ηλ. βιβλίο |
Γλώσσα: | English |
Έκδοση: |
Berkeley, CA :
Apress : Imprint: Apress,
2018.
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Έκδοση: | 2nd ed. 2018. |
Θέματα: | |
Διαθέσιμο Online: | Full Text via HEAL-Link |
Πίνακας περιεχομένων:
- Part 1: The Financial Planning Process
- Chapter 1: Understanding the Challenge: The Need to Begin
- Chapter 2: Do You Need a Financial Planner?
- Chapter 3: Elements of Personal Financial Planning and the Wealth Management Process
- Part 2: Protecting Yourself, Your Family, and Your Property
- Chapter 4: Insuring Yourself and Your Family
- Chapter 5: Insuring Your Health and Long-term Care
- Chapter 6: Insuring Your Earning Power
- Chapter 7: Insuring Your Property
- Chapter 8: Optimizing Your Employment Benefits
- Part 3: Accumulating Wealth
- Chapter 9: Investing in Financial Assets
- Chapter 10: Investing in Real Assets
- Chapter 11: Investing in Use Assets
- Part 4: Defending Wealth
- Chapter 12: Income Tax Planning and Management
- Chapter 13: Transfer Tax Planning and Management
- Chapter 14: Life Events that Endanger Wealth
- Part 5: Distributing Wealth During Your Lifetime
- Chapter 15: Planning for Your Child's Higher Education
- Chapter 16: Planning for the Financial Aspects of Retirement
- Chapter 17: Planning for the Lifestyle Needs of Retirement
- Chapter 18: Planning for Other Lifetime Goals
- Part 6: Distributing Wealth at Death
- Chapter 19: Estate Planning
- Chapter 20: Philanthropy
- Part 7: Summarizing the Personal Financial Planning Process
- Chapter 21: Reaping the Rewards
- Appendix A: Sample Data-Gathering Form
- Appendix B: Sample Budget
- Appendix C: Power of Attorney
- Appendix D: Declaration as to Medical or Surgical Treatment and Medical Durable Power of Attorney
- Appendix E: Sample Personal Letter of Instruction
- Glossary.-.