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Index
Cover
Title
Copyright
Apress Business: The Unbiased Source of Business Information
Dedication
Contents
Foreword
About the Author
Acknowledgments
Part I: 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 II: 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 III: Accumulating Wealth
Chapter 9: Investing in Financial Assets
Chapter 10: Investing in Real Assets
Chapter 11: Investing in Use Assets
Part IV: Defending Wealth
Chapter 12: Income Tax Planning and Management
Chapter 13: Transfer Tax Planning and Management
Chapter 14: Life Events that Endanger Wealth
Part V: 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 Financial Goals
Part VI: Distributing Wealth at Death
Chapter 19: Estate Planning
Chapter 20: Philanthropy
Part VII: 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
Index
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