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?
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3. Elements of Personal Financial Planning and the Wealth Management Process
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Part II. Protecting Yourself, Your Family, and Your Property

4. Insuring Yourself and Your Family
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5. Insuring Your Health and Long-term Care
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6. Insuring Your Earning Power
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7. Insuring Your Property
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8. Optimizing Your Employment Benefits
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Part III. Accumulating Wealth

9. Investing in Financial Assets
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10. Investing in Real Assets
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11. Investing in Use Assets
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Part IV. Defending Wealth

12. Income Tax Planning and Management
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13. Transfer Tax Planning and Management
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14. Life Events that Endanger Wealth
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Part V. Distributing Wealth During Your Lifetime

15. Planning for Your Child’s Higher Education
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16. Planning for the Financial Aspects of Retirement
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17. Planning for the Lifestyle Needs of Retirement
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18. Planning for Other Lifetime Financial Goals
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Part VI. Distributing Wealth at Death

19. Estate Planning
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20. Philanthropy
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Part VII. Summarizing the Personal Financial Planning Process

21. Reaping the Rewards
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22. Sample Data-Gathering Form
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23. Sample Budget
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24. Power of Attorney
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25. Declaration as to Medical or Surgical Treatment and Medical Durable Power of Attorney
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26. Sample Personal Letter of Instruction
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27. Glossary
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Nyckelord: Economics/Management Science, Business/Management Science, general