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| Acknowledgments | ||
| About the Authors | ||
| Introduction | 1 | |
| Pt. I | The Fundamentals of Financial Planning | 7 |
| 1 | Taking Charge of the Financial Planning Process | 9 |
| 2 | Building Wealth to Meet Your Goals | 39 |
| 3 | Building Wealth through Investment Planning: Set your financial goals; Understand investment vehicles | 53 |
| 4 | Building Wealth through Investment Planning: Understand financial markets and concepts; Develop an investment strategy | 77 |
| 5 | Building Wealth through Investment Planning: Implement your strategy; Monitor your investments | 91 |
| 6 | Building Wealth (Concluded) | 101 |
| 7 | Protecting Your Family and Assets through Life Insurance | 119 |
| 8 | Protecting Your Family and Assets through Health, Disability, Property/Casualty, and Auto Insurance | 141 |
| 9 | Providing for Your Family through Estate Planning | 159 |
| 10 | Estate Taxes and Deductions | 171 |
| 11 | Gift Tax Fundamentals and Generation-Skipping Transfer Tax | 189 |
| 12 | Trusts, Life Insurance, and Estate "Freezes" | 201 |
| 13 | Estate Liquidity, Powers of Attorney, and Living Wills | 213 |
| Pt. II | The Life Event Approach to Financial Planning | 225 |
| 14 | Getting Married | 227 |
| 15 | Raising a Family | 255 |
| 16 | Buying and Selling a Home | 279 |
| 17 | Funding a College Education | 303 |
| 18 | Taking Advantage of Employment Benefits | 323 |
| 19 | Starting Your Own Business | 333 |
| 20 | Coping with Divorce | 369 |
| 21 | Dealing with Your Parents | 393 |
| 22 | Planning for Retirement | 413 |
| 23 | Planning for Retirement: Health Care and Insurance Needs | 433 |
| 24 | A Few Words in Parting | 461 |
| Index | 464 |
| Price | Condition | Delivery | Seller | Action |
| $99.99 | Digital |
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Add The Ernst & Young's Personal Financial Planning Guide: Take Control of Your Future & Unlock the Door to Financial Security, This practical and comprehensive book covers all the basics of financial planning: setting goals, building wealth, protecting finances, and passing it all to one's family. It also approaches financial planning from a unique life event perspective, offer, The Ernst and Young's Personal Financial Planning Guide: Take Control of Your Future and Unlock the Door to Financial Security to the inventory that you are selling on WonderClubX
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Add The Ernst & Young's Personal Financial Planning Guide: Take Control of Your Future & Unlock the Door to Financial Security, This practical and comprehensive book covers all the basics of financial planning: setting goals, building wealth, protecting finances, and passing it all to one's family. It also approaches financial planning from a unique life event perspective, offer, The Ernst and Young's Personal Financial Planning Guide: Take Control of Your Future and Unlock the Door to Financial Security to your collection on WonderClub |