The Price Waterhouse Book of PERSONAL FINANCIAL PLANNING - Hardback Book with Dust Jacket by Stanley H. Breitbard and Donna Sammons Carpenter
- Over 445 pages
- First Edition
- Copyright © 1987, 1988 by Price Waterhouse and Donna Sammons Carpenter
Contents includes: " ACKNOWLEDGMENTS PART ONE: THE PRICE WATERHOUSE APPROACH TO PERSONAL FINANCIAL PLANNING 1. THE GOOD LIFE Building a Firm Foundation 2. WHAT DO YOU HAVE ? Constructing Your Financial Profile 3. WHAT DO YOU WANT ? Winning by Objective 4. HOW DO YOU GET WHAT YOU WANT ? Finding the Right Strategy PART TWO: YOUR INVESTMENT STRATEGIES 5. MAKING THE RIGHT INVESTMENT CHOICES What You Need to Know About Asset Allocation 6. CASHING IN The Case for Cash and Cash Equivalents 7. GENTLEMEN PREFER BONDS Investing in Fixed-Income Instruments 8. TAKING STOCK Strategies for Investing in the Stock market 9. MUTUAL BENEFITS Choosing the Best Mutual Funds 10. THE GOOD EARTH How to Invest in Real Estate 11. WRITE IT OFF, WRITE IT ALL OFF The Tax Benefits of Real-Estate Ownership 12. HOME AWAY FROM HOME Making Your Vacation Home Pay 13. BUY NOW, PROFIT LATER How Other Investment Vehicles Stack Up PART THREE: DEBT MANAGEMENT 14. RED ALERT What You Need to Know About Debt Management 15. BACK TO BASICS The Right Way to Borrow Money 16. THE TAXMAN COMETH Your Interest Deduction 17. CHOICES, CHOICES Your Guide to Mortgage Loans PART FOUR: INSURANCE - YOUR SAFETY NET 18. RISKY BUSINESS What You Need to Know About Insurance 19. THE PICTURE OF HEALTH How Your Health Insurance Can Keep You in the Pink 20. A MATTER OF POLICY How to Keep Your Income Coming If You're Disabled 21. FROM HERE TO ETERNITY Getting the Life Insurance You Need 22. DON'T SPIN YOUR WHEELS What You Need to Know About Automobile Insurance 23. HOME SWEET HOME How to Find the Right Homeowner's Policy 24. UNDER THE UMBRELLA Get Smart About Liability Protection PART FIVE: TAX PLANNING IN CHANGING TIMES 25. TAXING MATTERS Mastering the Fundamentals 26. WINNING WAYS How to Make the Tax Law Work for You PART SIX: FAMILY MATTERS 27. BRIGHT IDEAS The Right Way to Finance Your Child's Education PART SEVEN: WHAT YOUR COMPANY IS DOING FOR YOU ! 28. HIDDEN ASSETS How to Get the Most from Your Company Benefits 29. IT'S YOUR OPTION All the News About Stock Options PART EIGHT: YOUR RETIREMENT NEST EGG 30. SEARCHING FOR THE BOTTOM LINE How Much Do You Need for Retirement ? 31. SECURITY FOR THE FUTURE Adding Up Your Social Security Benefits 32. ALL THAT GLITTERS IRAs Can Still Pay Off 33. WINNING PROPOSITION What You Need to Know About 401(k) Plans 34. IN GOOD COMPANY Get Smart About Company Retirement and Savings Plans 35. ON YOUR OWN Cashing In on Keogh Plans 36. AN OFFER YOU CAN'T REFUSE Your Guide to Early Retirement Packages PART NINE: YOUR ESTATE PLAN 37. YOU CAN'T TAKE IT WITH YOU Facing the Hard Choices on Who Gets What 38. ALL IN THE FAMILY - FOR NOW How to Slash Your Estate Tax Liability 39. WHERE THERE'S A WILL, THERE'S A WAY Your Guide to Wills 40. TRUST ME Your Guide to Trusts EPILOGUE APPENDICES I. Your Guide to Record Keeping II. Your Net Worth Work Sheet III. Your Cash-Flow Work Sheet IV. Compound Interest of $ 1 Principal V. Compound Interest of $ 1 Per Year VI. Your Life Insurance Needs Work Sheet VII. Your College Funding Work Sheet VIII. Sample College Funding Work Sheet IX. Your Retirement Cash-Flow Work Sheet X. Social Security Form SSA-7004PC (Request for Statement of Earnings) XI. Social Security Retirement Benefits Table INDEX ABOUT THE AUTHORS " This book is in very nice condition with minor wear to the cover and dust jacket. No torn or ripped pages. The previous owner's name and a date are written on the first blank page. |