If you want to take control of your financial future and unlock the
doors to financial success, you must have a plan that will allow
you to find good investments, reduce taxes, beat inflation, and
properly manage money.
Whether you’re new to financial planning or a seasoned veteran,
this updated edition of Ernst & Young’s Personal Financial
Planning Guide provides valuable information and techniques you can
use to create and implement a consistent personalized financial
plan. It also takes into consideration the new tax rules that
affect home ownership, saving for college, estate planning, and
many other aspects of your financial life.
Filled with in-depth insight and financial planning advice, this
unique guide can help you:
* Set goals
* Build wealth
* Manage your finances
* Protect your assets
* Plan your estate and investments
It will also show you how to maintain a financial plan in
conjunction with life events such as:
* Getting married
* Raising a family
* Starting your own business
* Aging parents
* Planning for retirement
Financial planning is a never-ending process, and with Ernst &
Young’s Personal Financial Planning Guide, you’ll learn how to
tailor a plan to help you improve all aspects of your financial
life.
Inhaltsverzeichnis
Acknowledgments.
About the Authors.
Introduction.
PART I: THE FUNDAMENTALS OF FINANCIAL PLANNING.
1. Taking Charge of the Financial Planning Process.
2. Building Wealth to Meet Your Goals.
3. Building Wealth Through Investment Planning
Set Your Financial Goals; Understand Investment
Vehicles.
4. Building Wealth Through Investment Planning
Understand Financial Markets and Concepts; Develop an Investment
Strategy.
5. Building Wealth Through Investment Planning
Implement Your Strategy; Monitor Your Investments.
6. Building Wealth (Concluded).
7. Protecting Your Family and Assets Through Life Insurance.
8. Protecting Your Family and Assets Through Health, Disability,
Property/Casualty, and Auto Insurance.
9. Providing for Your Family Through Estate Planning.
10. Estate Taxes and Deductions.
11. Gift Tax Fundamentals and Generation-Skipping Transfer
Tax.
12. Sophisticated Estate Planning.
13. Estate Liquidity, Powers of Attorney, and Living Wills.
PART II: THE LIFE EVENT APPROACH TO FINANCIAL PLANNING.
14. Getting Married.
15. Raising a Family.
16. Coping With Divorce.
17. Being a Single Parent.
18. Buying and Selling a Home.
19. Funding a College Education.
20. Taking Advantage of Employment Benefits.
21. Starting Your Own Business.
22. Dealing With Your Parents.
23. Losing Your Spouse or Life Partner.
24. Planning for Retirement.
25. Planning for Retirement: Health Care and Insurance
Needs.
26. A Few Words in Parting.
Index.
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