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Planning a successful future : managing to be wealthy for individuals and their advisors /
"A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book f...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
Wiley,
2016.
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| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Title Page; Copyright; Table of Contents; Dedication; Acknowledgments; Preface; Introduction; Creating Your Financial Plan; How Does This Relate to Investing?; Are You Meeting Your Goals?; Obstacles to Reaching Financial Goals; Fuel Your Goals with Income; Developing Your Plan; Attaining Peace of Mind; Chapter #1: What Do You Want?; Put It in Writing; Six Steps to Financial Freedom; Start Planning; Other Goals; Review Your Plans with Your Family Members and Advisors; You Know What You Want; Summary; Chapter #2: What Do You Have Now?; Materials; Information You'll Need; Filing the Information.
- Looking for Missing Financial InformationUnderstand What You Have; Cash Flow Planning: When, Where, and How Much?; Balance Sheet: What Is Your Financial Worth?; Summary; Chapter #3: Retirement: Planning for Financial Independence; Review Your Retirement Goals; Your Cash Flow Worksheet Is Crucial; Assumptions for Retirement Planning; But What About ...?; Summary; Chapter #4: Planning to Send Your Children to College; How Much Will a College Degree Cost?; Where Will You Find the Money?; Review Your Goals; Who Controls the Money?; Effects of Tax Laws on Your Education Goal.
- Income Shifting to Save TaxesSummary; Chapter #5: A House Is Not Always a Good Investment; The True Cost of Home Ownership; A House as an Investment; Shopping for a Mortgage; Saving Money on Your Mortgage; Buying and Selling; Summary; Chapter #6: Insurance; Types of Life Insurance; My Recommendation; Types of Insurance Companies; Tax Considerations; Disability Insurance; Summary; Chapter #7: Liabilities; Good Reasons to Borrow Money; Bad Reasons to Borrow; Types of Credit; Summary; Chapter #8: Taxes; Four Methods for Reducing Taxes; Tax Tools; Summary; Chapter #9: Investments.
- Financial BasicsHow the Financial Cycle Works; Your Investment Goal; Evaluating Risk; Investment Triangle; Investment Strategy; Investment Choices; Common Investment Mistakes; Other Investments; Summary; Chapter #10: How to Find and Work with a Financial Planner; What Is a Financial Planner?; Exposing the Myths; How to Find a Financial Planner; Chapter #11: Financial Planning for Women; Learn About Family Finances While You Can; Understand Your Assets, Where They Are, and Who Legally Owns Them; Consolidate Accounts; Name Primary and Backup Beneficiaries.
- Understand Pension and Social Security ArrangementsYou Need a Will, a Living Will, and Two Powers of Attorney; Both Spouses Need Life and Disability Insurance; Balancing It All; Chapter #12: Financial Planning for Business Owners; Business Structure; Turning a Hobby into a Business; Tax and Retirement Planning; Building a Team; Business Partners; Succession Planning; Chapter #13: Financial Planning for Physicians; Reasons for Bad Financial Decisions; Results of Financial Mistakes; Summary; Chapter #14: Learning from Professional Athletes' Mistakes; Holes in Their Pockets; Inexperience Hurts.