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Ernst and Young's Personal Financial Planning Guide

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ISBN-10: 0471687243

ISBN-13: 9780471687245

Edition: 5th 2004 (Revised)

Authors: Ernst & Young LLP, Martin Nissenbaum, Barbara J. Raasch, Charles L. Ratner

List price: $19.95
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Description:

This completely updated and fully revised edition of Ernst & Young's Personal Financial Planning Guide provides valuable information and techniques to create and implement a consistent and well reasoned personalized financial plan. It also takes into consideration the new tax rules that affect home ownership, saving for college, estate planning, and many other aspects of your financial life. Filled with in-depth insight and financial planning advice, this unique guide will help readers set goals, build wealth, manage their finances, protect their assets, and plan their estate and investments. Financial planning is a never-ending process, and with this book, readers will learn how to tailor a plan to help them improve all aspects of their financial life.
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Book details

List price: $19.95
Edition: 5th
Copyright year: 2004
Publisher: John Wiley & Sons, Incorporated
Publication date: 10/1/2004
Binding: Paperback
Pages: 552
Size: 7.25" wide x 9.25" long x 1.25" tall
Weight: 2.090
Language: English

Acknowledgments
About the Authors
Introduction
The Fundamentals of Financial Planning
Taking Charge of the Financial Planning Process
Building Wealth to Meet Your Goals
Building Wealth Through Investment Planning: Set Your Financial Goals; Understand Investment Vehicles
Building Wealth Through Investment Planning: Understand Financial Markets and Concepts; Develop an Investment Strategy
Building Wealth Through Investment Planning: Implement Your Strategy; Monitor Your Investments
Building Wealth (Concluded)
Protecting Your Family and Assets Through Life Insurance
Protecting Your Family and Assets Through Health, Disability, Property/Casualty, and Auto Insurance
Providing for Your Family Through Estate Planning
Estate Taxes and Deductions
Gift Tax Fundamentals and Generation-Skipping Transfer Tax
Sophisticated Estate Planning
Estate Liquidity, Powers of Attorney, and Living Wills
The Life Event Approach to Financial Planning
Getting Married
Raising a Family
Coping With Divorce
Being a Single Parent
Buying and Selling a Home
Funding a College Education
Taking Advantage of Employment Benefits
Starting Your Own Business
Dealing With Your Parents
Losing Your Spouse or Life Partner
Planning for Retirement
Planning for Retirement: Health Care and Insurance Needs
A Few Words in Parting
Index