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Personal Financial Fitness, 5th Edition (50-Minute Series)
Synopses & Reviews
Newly revised to provide the latest in personal financial planning techniques and investment strategies, this book includes a step-by-step plan to help reduce taxes, increase investment income, build wealth, and plan for a more secure retirement.
Sound personal finacial planning information and how to assess a personal financial position, choose investments wisely, plan for taxes, and build a plan for the future.
Table of Contents
Section 1: Financial Planning: An Overview What Is Personal Financial Planning? The Financial Planning Process Section 2: Examine and Diagnose: Determining Your Financial Condition Examine Your Financial Situation Think and Grow Rich Three Important Financial Statements The Role of Insurance in Financial Planning Section 3: An Rx for Investment and Tax Planning Making Your Money Work for You Seven Factors Influencing Your Investment Decisions Qualified Retirement Plans Section 4: Planning for the Future College Funding Systematic Investing Retirement Planning Estate Investing Section 5: Practical Case Studies Maximizing Investment Returns Helping the Single Parent Thrive Adding Glitter to the Golden Years Providing for the Future Section 6: Monitor the Results The Financial Fitness Exam Glossary Resources How to Choose a Financial Planner Appendix A: Record of Important Financial Information Appendix B: Compound Interest Tables Appendix C: Taxpayer Relief Act of 1997 Appendix D: Roth IRA
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