Table Of Contents
Acknowledgments.
About the Authors.
Introduction.
PART I: THE FUNDAMENTALS OF FINANCIAL PLANNING.
1. Taking Charge of the Financial Planning Process.
2. Building Wealth to Meet Your Goals.
3. Building Wealth Through Investment Planning
Set Your Financial Goals; Understand Investment Vehicles.
4. Building Wealth Through Investment Planning
Understand Financial Markets and Concepts; Develop an Investment Strategy.
5. Building Wealth Through Investment Planning
Implement Your Strategy; Monitor Your Investments.
6. Building Wealth (Concluded).
7. Protecting Your Family and Assets Through Life Insurance.
8. Protecting Your Family and Assets Through Health, Disability, Property/Casualty, and Auto Insurance.
9. Providing for Your Family Through Estate Planning.
10. Estate Taxes and Deductions.
11. Gift Tax Fundamentals and Generation-Skipping Transfer Tax.
12. Sophisticated Estate Planning.
13. Estate Liquidity, Powers of Attorney, and Living Wills.
PART II: THE LIFE EVENT APPROACH TO FINANCIAL PLANNING.
14. Getting Married.
15. Raising a Family.
16. Coping With Divorce.
17. Being a Single Parent.
18. Buying and Selling a Home.
19. Funding a College Education.
20. Taking Advantage of Employment Benefits.
21. Starting Your Own Business.
22. Dealing With Your Parents.
23. Losing Your Spouse or Life Partner.
24. Planning for Retirement.
25. Planning for Retirement: Health Care and Insurance Needs.
26. A Few Words in Parting.
Index.
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