Get your financial life in order. This comprehensive and objective guidebook will help you grow your net worth on a steady and increasing basis, regardless of your income level. This new and expanded edition covers changes and strategies to maximize financial benefits and planning resulting from the recent tax legislation, beginning January 2018, and changes to the Affordable Care and Protection Act of 2010. Covering all the financial bases you can reasonably expect to confront in your lifetime, such as 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. Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a no-nonsense, straightforward, and holistic view of the financial planning process. It is the one resource you need to become a more knowledgeable saver and translate those savings into the accumulation of future wealth. What You'll Learn Insure yourself, your family, and your property against the possibility of significant loss Invest in financial or real assets—or both Implement effective tax planning and management techniques Distribute your estate at death to your intended beneficiaries in a tax-efficient manner Discover strategies to maximize financial health taking into consideration the new tax legislation, effective January 1, 2018 Who This Book Is For Regardless of whether you are a recent college graduate or have spent the past several decades in the working world, this book will give you the smart, commonsense advice you need to get your financial life in order.
Implementing a financial plan to manage the future is very important. If you have not assembled such a plan, or even if you have not thought about how best to manage your financial future, the time to do so is now, and the resource you need to walk you through every step of the personal financial planning process is Plan Your Financial Future. Regardless of whether you are a recent college graduate or have spent the past several decades in the working world, Plan Your Financial Future will give you the smart, commonsense advice you need to get your financial life in order. 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. What you’ll learnReaders of Plan Your Financial Future will learn: How to take advantage of benefits that are offered to them by their employer The importance of minimizing the effects of inflation on their portfolios as much as possible Financial strategies for preparing for their children's higher education Rock-solid advice for planning for the financial aspects of their retirement years Whether or not they would benefit from the hiring of a professional financial planner How to create and maintain a personal financial plan that protects them and their families into the future Who this book is for Plan Your Financial Future is designed for readers of all income levels who would like grow their net worth on a steady and increasing basis by implementing and sticking to a personal financial plan. Everyone from recent college graduates to those who have been in the working world for many years will benefit from the insightful, actionable advice offered up in Plan Your Financial Future. Table of Contents 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
This practical guide provides a comprehensive overview of professionally managed assets, or investments in which all portfolio decisions and rebalancing are delegated to a fund manager or third-party advice service. Savvy investors looking to achieve a better understanding of the nuances, benefits, and drawbacks of using these products will find the answers they are looking for in The Handbook of Professionally Managed Assets, no matter whether they would like to learn more about mutual funds or hedge funds. There is a considerable lack of knowledge among the investing public about how to properly construct a well-diversified portfolio of investments that includes a selection of professionally managed assets. As a long-standing financial planner, attorney, and educator, Keith Fevurly remedies this issue in The Handbook of Professionally Managed Assets by clearly presenting the major categories of professionally managed assets and revealing the best tactics for investing in these vehicles. Along the way, he reveals each asset's risks and rewards, and he also provides the in-depth knowledge and information investors need to confidently select the right assets for their portfolios. Filled with valuable insights for everyone from financial professionals to individual investors, The Handbook of Professionally Managed Assets stands alone in its ability to shed light on the many investment vehicles that fall under the larger umbrella of professionally managed assets. With topics as wide-ranging as mutual funds, closed-end funds, unit investment trusts, exchange traded funds, hedge funds, managed futures, and more, this invaluable resource will give you the information you need to build a prosperous financial future for yourself and your clients.
Plan for your elder or senior years, defined here as age 55 and over. This comprehensive book focuses on all relevant topics and events occurring in the life of an elderly individual, including the loss of a spouse and parent. There is a specific focus on retirement planning and retirement income strategies as well as basic estate planning for the elderly individual or couple. Learn how to maximize Social Security retirement, spousal and survivor's benefits, Medicare, and long term care coverage. The book also discusses where a senior should live during retirement and includes the often-neglected topic of succession planning for a family business owner. An added bonus of the book is an appendix of forms that may be used by the senior in estate and family business planning.Written by an expert and long- standing educator in the field of personal financial planning, Planning for the Elderly: A Financial Guide To Aging, is a comprehensive summary of issues important to the elderly individual in preparing for and living in the 'golden years'. The author, Keith Fevurly, is an estate planning attorney and investment advisor with Integra Financial Planning, Inc., Greenwood Village, Colorado.
This practical guide provides a comprehensive overview of professionally managed assets, or investments in which all portfolio decisions and rebalancing are delegated to a fund manager or third-party advice service. Savvy investors looking to achieve a better understanding of the nuances, benefits, and drawbacks of using these products will find the answers they are looking for in The Handbook of Professionally Managed Assets, no matter whether they would like to learn more about mutual funds or hedge funds. There is a considerable lack of knowledge among the investing public about how to properly construct a well-diversified portfolio of investments that includes a selection of professionally managed assets. As a long-standing financial planner, attorney, and educator, Keith Fevurly remedies this issue in The Handbook of Professionally Managed Assets by clearly presenting the major categories of professionally managed assets and revealing the best tactics for investing in these vehicles. Along the way, he reveals each asset's risks and rewards, and he also provides the in-depth knowledge and information investors need to confidently select the right assets for their portfolios. Filled with valuable insights for everyone from financial professionals to individual investors, The Handbook of Professionally Managed Assets stands alone in its ability to shed light on the many investment vehicles that fall under the larger umbrella of professionally managed assets. With topics as wide-ranging as mutual funds, closed-end funds, unit investment trusts, exchange traded funds, hedge funds, managed futures, and more, this invaluable resource will give you the information you need to build a prosperous financial future for yourself and your clients.
Implementing a financial plan to manage the future is very important. If you have not assembled such a plan, or even if you have not thought about how best to manage your financial future, the time to do so is now, and the resource you need to walk you through every step of the personal financial planning process is Plan Your Financial Future. Regardless of whether you are a recent college graduate or have spent the past several decades in the working world, Plan Your Financial Future will give you the smart, commonsense advice you need to get your financial life in order. 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. What you’ll learnReaders of Plan Your Financial Future will learn: How to take advantage of benefits that are offered to them by their employer The importance of minimizing the effects of inflation on their portfolios as much as possible Financial strategies for preparing for their children's higher education Rock-solid advice for planning for the financial aspects of their retirement years Whether or not they would benefit from the hiring of a professional financial planner How to create and maintain a personal financial plan that protects them and their families into the future Who this book is for Plan Your Financial Future is designed for readers of all income levels who would like grow their net worth on a steady and increasing basis by implementing and sticking to a personal financial plan. Everyone from recent college graduates to those who have been in the working world for many years will benefit from the insightful, actionable advice offered up in Plan Your Financial Future. Table of Contents 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
Get your financial life in order. This comprehensive and objective guidebook will help you grow your net worth on a steady and increasing basis, regardless of your income level. This new and expanded edition covers changes and strategies to maximize financial benefits and planning resulting from the recent tax legislation, beginning January 2018, and changes to the Affordable Care and Protection Act of 2010. Covering all the financial bases you can reasonably expect to confront in your lifetime, such as 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. Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a no-nonsense, straightforward, and holistic view of the financial planning process. It is the one resource you need to become a more knowledgeable saver and translate those savings into the accumulation of future wealth. What You'll Learn Insure yourself, your family, and your property against the possibility of significant loss Invest in financial or real assets—or both Implement effective tax planning and management techniques Distribute your estate at death to your intended beneficiaries in a tax-efficient manner Discover strategies to maximize financial health taking into consideration the new tax legislation, effective January 1, 2018 Who This Book Is For Regardless of whether you are a recent college graduate or have spent the past several decades in the working world, this book will give you the smart, commonsense advice you need to get your financial life in order.
Thank you for visiting our website. Would you like to provide feedback on how we could improve your experience?
This site does not use any third party cookies with one exception — it uses cookies from Google to deliver its services and to analyze traffic.Learn More.