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Fevurly, Keith R.

Plan Your Financial Future

Fevurly, Keith R. - Plan Your Financial Future, ebook

28,80€

Ebook, PDF with Adobe DRM
ISBN: 9781430260653
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Table of contents

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
Keith R. Fevurly

23. Sample Budget
Keith R. Fevurly

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)
Publisher
Springer
Publication year
2013
Language
en
Edition
1
Page amount
371 pages
Category
Economy
Format
Ebook
eISBN (PDF)
9781430260653

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