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Introduction xi
1 The Choice is Yours 1
Setting Your Goals 7
What's in My Bucket? 11
Calculating the Costs of Goals 18
Chapter Summary 20
2 Naked in Front of the Mirror 21
Stepping on the Financial Scales: Your Net Worth Statement 23
Cash Flow: Your Financial Calorie Counter 31
Facing Facts 37
The Five Phases of Your Financial Life 40
Keeping It Real 50
Chapter Summary 53
3 The Four Basic Food Groups 54
Fruits and Vegetables: Cash and Liquid Equivalents 56
Proteins and Carbs: Stocks 64
A Smorgasbord of Stocks 67
Dairy: Bonds 73
Fats: Alternative Investments 82
Chapter Summary 84
4 Portion Control 85
Asset Allocation: A Balance Between Risk and Reward 89
Personal Risk Profile 96
Caution for Couples 101
Chapter Summary 106
5 Going Shopping 107
Packaged Investments 109
Mutual Funds 112
Separately Managed Accounts 132
Exchange-Traded Funds 134
Closed-End Funds 138
Hedge Funds 140
Variable Annuities 142
Chapter Summary 146
6 Banquet or Simple Snack? It's your Choice 147
Determining Your Complexity Quotient 148
Fast-Food Junkie Investor 149
Convenience Food Connoisseur Investor 151
Sophisticate Investor 154
Gourmand Investor 156
Chapter Summary 157
7 Keeping Up 158
Portfolio Review Process 163
Headline Hannah 167
Obsessive Olivia 170
Anchored Annie 172
Indecisive Iris 173
Chapter Summary 175
8 Protecting Yourself from Sabotage 177
The First D: Disability 180
The Second D: Dementia 186
The Third D: Death 188
The Fourth D: Destruction 195
The Fifth D: Divorce 200
Chapter Summary 208
9 The Buddy System 209
Selecting a Financial Adviser 212
Starting the Search for an Adviser 213
The Due Diligence Process 215
Breaking Up Is Hard to Do 229
Chapter Summary 233
10 Passing It On 234
Estate Planning 235
Estate Tax Minimization 242
Lifetime Gifting 244
Estate-Planning Documents 248
Irrevocable Trusts 259
Special Considerations for Second Marriages 263
Special Considerations for Unmarried or Nontraditional Couples 265
Special Considerations for the Newly Divorced 266
Special Considerations for Singles 267
Special Considerations for Special-Needs Children 268
Special Considerations for Pets 268
Chapter Summary 270
Some Closing Thoughts 271
Appendix 273
Glossary 287
Acknowledgments 305
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