Plan Your Financial Future A Comprehensive Guidebook to Growing Your Net Worth
Implementing a financial plan to manage the future is very important. If you have not assembled such a plan, or even if you have not thought about how best to manage your financial future, the time to do so is now, and the resource you need to walk you through every step of the personal financial pl...
| Autor principal: | |
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| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Berkeley, CA :
Apress
2013.
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| Edición: | 1st ed. 2013. |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009466606906719 |
Tabla de Contenidos:
- The Financial Planning Process. Understanding the Challenge: The Need to Begin
- Do You Need a Financial Planner?
- Elements of Personal Financial Planning and the Wealth Management Process
- Protecting Yourself, Your Family, and Your Property. Insuring Yourself and Your Family
- Insuring Your Health and Long-term Care
- Insuring Your Earning Power
- Insuring Your Property
- Optimizing Your Employment Benefits
- Accumulating Wealth. Investing in Financial Assets
- Investing in Real Assets
- Investing in Use Assets
- Defending Wealth. Income Tax Planning and Management
- Transfer Tax Planning and Management
- Life Events that Endanger Wealth
- Distributing Wealth During Your Lifetime. Planning for Your Child's Higher Education
- Planning for the Financial Aspects of Retirement
- Planning for the Lifestyle Needs of Retirement
- Planning for Other Lifetime Financial Goals
- Distributing Wealth at Death. Estate Planning
- Philanthropy
- Summarizing the Personal Financial Planning Process. Reaping the Rewards
- Sample Data-Gathering Form
- Sample Budget
- Power of Attorney
- Declaration as to Medical or Surgical Treatment and Medical Durable Power of Attorney
- Sample Personal Letter of Instruction
- Glossary.
