Plan Your Financial Future : A Comprehensive Guidebook to Growing Your Net Worth / Keith R. Fevurly.
Fevurly, Keith R., author.
2018
HG179
Available Online

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Title Plan Your Financial Future : A Comprehensive Guidebook to Growing Your Net Worth / Keith R. Fevurly.
Author Fevurly, Keith R., author.
Edition Second edition.
ISBN 9781484236376 (electronic book)
1484236378 (electronic book)
9781484236369
Published [Place of publication not identified] : Springer Science and Business Media : Apress, 2018.
Language English
Description 1 online resource.
Call Number HG179
Dewey Decimal Classification 332.024
Summary 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.-- Provided by publisher.
Access Note Access limited to authorized users.
Source of Description Online resource; title from PDF title page (viewed June 11, 2018).
Linked Resources Online Access
Record Appears in Online Resources > Ebooks
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Part 1: The Financial Planning Process
Chapter 1: Understanding the Challenge: The Need to Begin
Chapter 2: Do You Need a Financial Planner?
Chapter 3: Elements of Personal Financial Planning and the Wealth Management Process
Part 2: Protecting Yourself, Your Family, and Your Property
Chapter 4: Insuring Yourself and Your Family
Chapter 5: Insuring Your Health and Long-term Care
Chapter 6: Insuring Your Earning Power
Chapter 7: Insuring Your Property
Chapter 8: Optimizing Your Employment Benefits
Part 3: Accumulating Wealth
Chapter 9: Investing in Financial Assets
Chapter 10: Investing in Real Assets
Chapter 11: Investing in Use Assets
Part 4: Defending Wealth
Chapter 12: Income Tax Planning and Management
Chapter 13: Transfer Tax Planning and Management
Chapter 14: Life Events that Endanger Wealth
Part 5: Distributing Wealth During Your Lifetime
Chapter 15: Planning for Your Child’s Higher Education
Chapter 16: Planning for the Financial Aspects of Retirement
Chapter 17: Planning for the Lifestyle Needs of Retirement
Chapter 18: Planning for Other Lifetime Goals
Part 6: Distributing Wealth at Death
Chapter 19: Estate Planning
Chapter 20: Philanthropy
Part 7: Summarizing the Personal Financial Planning Process
Chapter 21: Reaping the Rewards
Appendix A: Sample Data-Gathering Form
Appendix B: Sample Budget
Appendix C: Power of Attorney
Appendix D: Declaration as to Medical or Surgical Treatment and Medical Durable Power of Attorney
Appendix E: Sample Personal Letter of Instruction
Glossary.-.

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