52 Weeks to Prosperity : What Your Accountant, Banker, Broker and Financial Adviser Might Not Tell You

52 Weeks to Prosperity : What Your Accountant, Banker, Broker and Financial Adviser Might Not Tell You

by Peggy Doviak

Paperback

$18.95
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Product Details

ISBN-13: 9781937054755
Publisher: Roadrunner Pr
Publication date: 08/07/2018
Product dimensions: 6.00(w) x 1.25(h) x 9.00(d)

Table of Contents

Welcome 1

Meet Your New Friends 7

Part I Cash Flow

Chapter 1 Financial Planning Is More Than Stocks 11

Chapter 2 Setting Financial Goals & Dreams 17

Chapter 3 Managing the In and Out of Money 23

Chapter 4 Budget and Diet Are Four Letter Words 29

Chapter 5 Creating an Emergency Fund 35

Chapter 6 Creating a Savings Plan 39

Chapter 7 Paying Off Debt 45

Chapter 8 Improving Your Credit 51

Chapter 9 Saving for Special Events 57

Chapter 10 Keeping Up with the Joneses 63

Part II Insurance

Chapter 11 Life's a Risky Business 71

Chapter 12 How Much Life Insurance Do You Need 79

Chapter 13 Disability Insurance 85

Chapter 14 Health Insurance 91

Chapter 15 Long-Term Care Insurance 97

Chapter 16 Automobile Insurance 103

Chapter 17 Protecting the Home Front 109

Part III Investments

Chapter 18 Stocks, Bonds & IRAs, Oh, My! 119

Chapter 19 The Menu of Funds 127

Chapter 20 Annuities 135

Chapter 21 It's All About the Risk 141

Chapter 22 Constructing an Investment Portfolio 147

Chapter 23 Get Real About Returns 155

Chapter 24 Compound Interest 161

Chapter 25 Risk-Adjusted Returns & the Rule of 72 167

Part IV Retirement

Chapter 26 Saving the Right Amount 177

Chapter 27 What is an IRA 185

Chapter 28 The Company Plan 193

Chapter 29 Employer-Provided Benefits 199

Chapter 30 When to Take Social Security 205

Chapter 31 Medicare Pitfalls 213

Chapter 32 Equal IRA Payments 219

Chapter 33 Required Minimum Distributions 225

Part V Taxes

Chapter 34 Income Tax 235

Chapter 35 Tax Deductions and Tax Credits 243

Chapter 36 What Is Capital Gain Tax? 249

Chapter 37 Taxes on Inherited Assets 255

Chapter 38 Selling Your Home, Sweet Home 261

Chapter 39 Gift Tax 267

Chapter 40 Charitable Donations 273

Chapter 41 Keeping Records 279

Part VI Estate Planning

Chapter 42 We're All Going to Die 289

Chapter 43 Advanced Directives & Living Wills 295

Chapter 44 Powers of Attorney 301

Chapter 45 Trusts 307

Chapter 46 Document Organization 313

Part VII Other Planning

Chapter 47 Life Issues 321

Chapter 48 Mortgages & Loans 329

Chapter 49 To Buy or Lease a Car 335

Chapter 50 Identity Theft 341

Chapter 51 Being Your Own Advocate 349

Chapter 52 Who Do You Trust? 353

Bonus Chapter The New Tax Law 363

Afterword 369

Acknowledgments 370

Author Bio 370

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