The ultimate financial plan balancing your money and life
How to build a financial plan that really blends into your life The latest volume in the bestselling Ultimate series, Jim Stovall and Tim Maurer's The Ultimate Financial Plan: Balancing Your Money and Life is a one-stop, comprehensive, personal financial planning book exploring the intersection...
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| Otros Autores: | |
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, N.J. :
Wiley
c2011.
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| Edición: | 1st edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009627767806719 |
Tabla de Contenidos:
- The Ultimate Financial Plan: Balancing Your Money and Life; Contents; Foreword; Preface; Acknowledgments; Introduction; Chapter 1: The Gift of Money: Money 101; The Value of Money; Money Beliefs; Chapter 2: The Gift of Purpose: Personal Principles and Goals; Personal Principles; Goals; Chapter 3: The Gift of Discipline: Household Cash Flow; Personal Financial Statements; Financial Crises; Chapter 4: The Gift of Enough: Debt and Financial Freedom; Financial Freedom; The Danger of Discontent; Emergency Reserves; Bad Debt; Better Debt; Economics and Emotions; The Cure for More
- Chapter 5: The Gift of Discernment: Risk Management DecisionsThe Accident; Risk Management Techniques; How Insurance Works; Chapter 6: The Gift of Security: Life Insurance; Life Insurance: Why?; Life Insurance Needs; Life Insurance: How?; Life Insurance Wants; Different Types of Life Insurance; Purchasing Life Insurance; Chapter 7: The Gift of Certainty: Auto, Home, and Liability Insurance; Auto Insurance; Homeowner's Insurance; Excess Liability (Umbrella) Insurance; Chapter 8: The Gift of Health: Health, Disability Income, and Long-Term Care Insurance; Health Insurance; Types of Plans
- HSAs and FSAsRecent Health Insurance Changes; Disability Income Insurance; DI Moving Pieces; Social Security, Medicaid, and Medicare; Long-Term Care Insurance; LTC Moving Pieces; Chapter 9: The Gift of Clarity: Investing and Portfolio Management; Stocks and Bonds; All Things Considered Equal?; Mutual Funds; Economic Analysis; Market Valuation Analysis; Technical Market Analysis; Efficient or Not?; Passive versus Active; Investing with ""Style""; Relative Return versus Absolute Return; Index Huggers, Return Chasers, and Risk Managers; Decisions, Decisions
- Chapter 10: The Gift of Transparency: AnnuitiesImmediate Annuities; Fixed Annuities; Variable Annuities; Equity Indexed Annuities; Annuity Disadvantages; Annuity Advantages; Chapter 11: The Gift of Preparation: Tax Planning; Tax Myths; Tax Rules; Chapter 12: The Gift of Learning: Education Planning; Family Education Policy; Having The Talk (no, not that talk); Education Savings Plan; The 50 Percent Rule; Chapter 13: The Gift of Fulfillment: Retirement Planning; Retirement Past; Retirement Present; Retirement Future; Employer-Sponsored Retirement Plans; 401k Rollovers; Traditional IRAs
- Roth IRAsTraditional versus Roth; Roth IRA Conversions; Fulfillment Planning; Retirement Makeover; Chapter 14: The Ultimate Gift: Estate Planning; Wills; Durable Powers of Attorney; Advance Directives; Beneficiary Designations; Probate; Estate Tax; Chapter 15: The Gift of Discretion: Choosing a Financial Advisor; ""The Big Three""; Financial Planner Compensation; Finding a Professional Planner; Chapter 16: The Gift of Action: Your Plan for Money and Life; Fundamental and Practical Change; Reprise; Stay Connected; Notes; About the Web Site; About the Authors; Index
