Plan Your Financial Future
Apress (Verlag)
978-1-4302-6064-6 (ISBN)
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Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a comprehensive, objective, and pertinent guidebook for readers of all income levels who want to grow their net worth on a steady and increasing basis. Covering all the financial bases you can reasonably expect to confront in your lifetime, like insurance, investing, income tax planning, Social Security, Medicare, and more, this vital resource begins with techniques to protect a consumer's personal and business assets. It then transitions into the wealth accumulation process and outlines tax management measures, as well as the distribution of wealth for higher education, retirement, and estate planning purposes.
Filled with in-depth insight and invaluable financial planning advice, this unique guide explains how to:
Insure yourself, your family, and your property against the possibility of significant loss;
Invest in financial or real assets—or both;
Practice effective tax planning and management techniques;
Distribute your estate at death to your intended beneficiaries in a tax-efficient manner;
And much more.
With its no-nonsense, straightforward style and holistic view of the financial planning process, Plan Your Financial Future is the one resource you need to become a more knowledgeable saver and translate those savings into the accumulation of future wealth.
Keith R. Fevurly?is currently an investment advisor with Integra Financial, Inc., and a Senior Lecturer in Finance at Metropolitan State University of Denver. He also conducts a private practice in both estate planning and investment/financial planning. Previously, he served as the Vice President of Education at the College for Financial Planning in Denver, Co., and has assisted in the financial education of approximately 50,000 financial planners. Mr. Fevurly has authored over 20 referred articles in financial planning and currently is a member of the Editorial Review Board of the Journal of Financial Planning, which is the major academic and professional journal for personal financial planners. He also has written proprietary textbooks in investment planning, income tax planning, and estate planning for Kaplan University.
Understanding the Challenge/The Need to Begin
Do You Need a Financial Planner?
Elements of Personal Financial Planning and the Wealth Management Process
Insuring Yourself and Your Family
Insuring Your Health and Long Term Care
Insuring Your Earning Power
Insuring Your Property
Optimizing Your Employment Benefits
Investing in Financial Assets
Investing in Real Assets
Employing Assets Profitably
Income Tax Planning and Management
Transfer Tax Planning and Management
Life Events that Endanger Wealth
Planning for Your Child’s Higher Education
Planning for the Financial Aspects of Retirement
Planning for the Lifestyle Needs of Retirement
Planning for Other Lifetime Goals
Estate Planning
Philanthropy
Reaping the Rewards
Sample Data Gathering Form
Sample Budget
Durable General and Financial Power of Attorney (POA)
Declaration as to Medical or Surgical Treatment and Medical Durable POA
Sample Personal Letter of Instructions
Glossary
| Zusatzinfo | 2 Illustrations, black and white; XII, 372 p. 2 illus. |
|---|---|
| Verlagsort | Berlin |
| Sprache | englisch |
| Maße | 178 x 254 mm |
| Gewicht | 555 g |
| Themenwelt | Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse |
| Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung | |
| Wirtschaft ► Betriebswirtschaft / Management ► Unternehmensführung / Management | |
| Schlagworte | Unternehmensbewertung |
| ISBN-10 | 1-4302-6064-5 / 1430260645 |
| ISBN-13 | 978-1-4302-6064-6 / 9781430260646 |
| Zustand | Neuware |
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