Ernst and Young's Personal Financial Planning Guide / Edition 5

Ernst and Young's Personal Financial Planning Guide / Edition 5

by Ernst & Young, Martin Nissenbaum, Barbara J. Raasch, Charles L. Ratner
     
 

ISBN-10: 0471687243

ISBN-13: 9780471687245

Pub. Date: 09/17/2004

Publisher: Wiley

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

Overview

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.

Product Details

ISBN-13:
9780471687245
Publisher:
Wiley
Publication date:
09/17/2004
Edition description:
5th Edition Revised and Fully Updated
Pages:
552
Product dimensions:
7.56(w) x 9.26(h) x 0.69(d)

Table of Contents

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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