Fevurly, Keith R.
Plan Your Financial Future
Part I. The Financial Planning Process
1. Understanding the Challenge: The Need to Begin
Keith R. Fevurly
2. Do You Need a Financial Planner?
Keith R. Fevurly
3. Elements of Personal Financial Planning and the Wealth Management Process
Keith R. Fevurly
Part II. Protecting Yourself, Your Family, and Your Property
4. Insuring Yourself and Your Family
Keith R. Fevurly
5. Insuring Your Health and Long-term Care
Keith R. Fevurly
6. Insuring Your Earning Power
Keith R. Fevurly
7. Insuring Your Property
Keith R. Fevurly
8. Optimizing Your Employment Benefits
Keith R. Fevurly
Part III. Accumulating Wealth
9. Investing in Financial Assets
Keith R. Fevurly
10. Investing in Real Assets
Keith R. Fevurly
11. Investing in Use Assets
Keith R. Fevurly
Part IV. Defending Wealth
12. Income Tax Planning and Management
Keith R. Fevurly
13. Transfer Tax Planning and Management
Keith R. Fevurly
14. Life Events that Endanger Wealth
Keith R. Fevurly
Part V. Distributing Wealth During Your Lifetime
15. Planning for Your Child’s Higher Education
Keith R. Fevurly
16. Planning for the Financial Aspects of Retirement
Keith R. Fevurly
17. Planning for the Lifestyle Needs of Retirement
Keith R. Fevurly
18. Planning for Other Lifetime Financial Goals
Keith R. Fevurly
Part VI. Distributing Wealth at Death
19. Estate Planning
Keith R. Fevurly
20. Philanthropy
Keith R. Fevurly
Part VII. Summarizing the Personal Financial Planning Process
21. Reaping the Rewards
Keith R. Fevurly
22. Sample Data-Gathering Form
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23. Sample Budget
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24. Power of Attorney
Keith R. Fevurly
25. Declaration as to Medical or Surgical Treatment and Medical Durable Power of Attorney
Keith R. Fevurly
26. Sample Personal Letter of Instruction
Keith R. Fevurly
27. Glossary
Keith R. Fevurly
Keywords: Economics/Management Science, Business/Management Science, general
- Author(s)
- Fevurly, Keith R.
- Publisher
- Springer
- Publication year
- 2013
- Language
- en
- Edition
- 1
- Page amount
- 371 pages
- Category
- Economy
- Format
- Ebook
- eISBN (PDF)
- 9781430260653