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| Benefit from Ric's Unique Advice | |
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| 1,384 Reasons to Read This Book | |
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| Some of the Unique, Award-Winning Advice You'll Discover | |
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| Introduction | |
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| Acknowledgments | |
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| Answer These Two Questions | |
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| The Pursuit of Happiness | |
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| Does the Cabbie Know Where You Want to Go? | |
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| You Can't Tell the Cabbie What You Don't Know | |
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| Meet Evelyn Vandermark | |
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| Meet Lillian Brown | |
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| Meet Penny Dawson | |
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| Your Goals Can't Be Too Big | |
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| How to Achieve Your Goals | |
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| Feeling Queasy? | |
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| How to Build Your Plan | |
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| The Final Step: Use Your Income or Investments to Eliminate Any Shortfall | |
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| Should You Rely on Income or Assets to Achieve Your Goal? | |
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| You're Not Convinced | |
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| Remember: It's a Process, Not a Product | |
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| A Case Study | |
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| Oops, You Forgot Something | |
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| The Omission That Could Ruin Your Plan--And a Whole Lot More | |
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| Choosing Investments for Your Financial Plan? Let a Baker Show You How to Do It | |
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| Pound Cake, the One-Investment Portfolio | |
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| A Bird in Hand | |
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| Moving Beyond One-Flavor Cakes | |
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| The Dangers of Eating Today's Special | |
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| Are Analysts More Reliable Than the Pundits? | |
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| Is a Tray of Cupcakes Better Than a Cake? | |
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| Psst. Hey Buddy, Wanna Buy Some Tulip Bulbs? | |
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| Bake a Cake Using Ric's Recipe | |
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| Why Is Bill Gates the Richest Man in the World? | |
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| How Institutional Investors Slice Their Cakes | |
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| The Four Ways You Can Buy Your Investments | |
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| Buying Mutual Funds | |
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| Buying Variable Annuities | |
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| Hiring a Private Money Manager | |
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| Buying Investments on Your Own | |
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| How To Pick the Mutual Funds That Are Right for You | |
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| How Most People Pick Their Funds | |
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| Problem #1 | |
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| Problem #2 | |
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| Problem #3 | |
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| Problem #4 | |
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| How to Pick Mutual Funds | |
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| Is It Just Me or Is It Hot in Here? | |
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| Are You Always This Wacky? | |
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| Why Does B Come After A in the Alphabet? | |
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| Am I Good or Just Lucky? | |
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| Is That a Diamond Ring, or a Cubic Zirconia? | |
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| Do You Always Get What You Pay For? | |
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| Should You Bake Cakes or Cupcakes? | |
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| How Many Funds Do You Need? | |
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| Should You Rely on Active or Passive Management? | |
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| The World's Dumbest Investor | |
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| Index Fund Holders Could Be Hit With a Huge Tax Surprise | |
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| Choosing Between Taxable and Tax-Deferred | |
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| Conclusion | |
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| Sources | |
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| About the Author | |
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| Index | |