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Ernst and Young's Personal Financial Planning Guide Book

Ernst and Young's Personal Financial Planning Guide
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Ernst and Young's Personal Financial Planning Guide, 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 pla, Ernst and Young's Personal Financial Planning Guide
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  • Ernst and Young's Personal Financial Planning Guide
  • Written by author Ernst & Young LLP, Martin Nissenbaum, Barbara J. Raasch, Charles L. Ratner
  • Published by John Wiley & Sons, 2004/11/02
  • 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 pla
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Authors

Acknowledgments vii
About the Authors ix
Introduction 1
Part I The Fundamentals of Financial Planning
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 57
4 Building Wealth Through Investment Planning: Understand Financial Markets and Concepts; Develop an Investment Strategy 81
5 Building Wealth Through Investment Planning: Implement Your Strategy; Monitor Your Investments 93
6 Building Wealth (Concluded) 103
7 Protecting Your Family and Assets Through Life Insurance 123
8 Protecting Your Family and Assets Through Health, Disability, Property/Casualty, and Auto Insurance 145
9 Providing for Your Family Through Estate Planning 165
10 Estate Taxes and Deductions 177
11 Gift Tax Fundamentals and Generation-Skipping Transfer Tax 197
12 Sophisticated Estate Planning 209
13 Estate Liquidity, Powers of Attorney, and Living Wills 223
Part II The Life Event Approach to Financial Planning
14 Getting Married 237
15 Raising a Family 267
16 Coping With Divorce 291
17 Being a Single Parent 315
18 Buying and Selling a Home 327
19 Funding a College Education 353
20 Taking Advantage of Employment Benefits 377
21 Starting Your Own Business 391
22 Dealing With Your Parents 427
23 Losing Your Spouse or Life Partner 447
24 Planning for Retirement 471
25 Planning for Retirement: Health Care and Insurance Needs 493
26 A Few Words in Parting 523
Index 527


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Ernst and Young's Personal Financial Planning Guide, 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 pla, Ernst and Young's Personal Financial Planning Guide

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Ernst and Young's Personal Financial Planning Guide, 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 pla, Ernst and Young's Personal Financial Planning Guide

Ernst and Young's Personal Financial Planning Guide

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Ernst and Young's Personal Financial Planning Guide, 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 pla, Ernst and Young's Personal Financial Planning Guide

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