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Ernst and Young's Personal Financial Planning Guide

Ernst and Young's Personal Financial Planning Guide - 3rd edition

Ernst and Young's Personal Financial Planning Guide - 3rd edition

ISBN13: 9780471352327

ISBN10: 0471352322

Ernst and Young
Edition: 3RD 00
Copyright: 2000
Publisher: John Wiley & Sons, Inc.
Published:
International: No
Ernst and Young

ISBN13: 9780471352327

ISBN10: 0471352322


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Table of Contents

Table of Contents

THE FUNDAMENTALS OF FINANCIAL PLANNING.

Taking Charge of the Financial Planning Process.

Building Wealth to Meet Your Goals.

Building Wealth Through Investment Planning: Set Your Financial Goals; Understand Investment Vehicles.

Building Wealth Through Investment Planning: Understand Financial Markets and Concepts; Develop an Investment Strategy.

Building Wealth Through Investment Planning: Implement Your Strategy; Monitor Your Investments.

Building Wealth (Concluded).

Protecting Your Family and Assets Through Life Insurance.

Protecting Your Family and Assets Through Health, Disability, Property/Casualty, and Auto Insurance.

Providing for Your Family Through Estate Planning.

Estate Taxes and Deductions.

Gift Tax Fundamentals and Generation-Skipping Transfer Tax.

Sophisticated Asset Planning Techniques.

Estate Liquidity, Powers of Attorney, and Living Wills.

THE LIFE EVENT APPROACH TO FINANCIAL PLANNING.

Getting Married.

Raising a Family.

Coping with Divorce.

Being a Single Parent.

Buying and Selling a Home.

Funding a College Education.

Taking Advantage of Employment Benefits.

Starting Your Own Business.

Dealing With Your Parents.

Losing Your Spouse or Life Partner.

Planning for Retirement.

Planning for Retirement: Health Care and Insurance Needs.

A Few Words in Parting.

Index.