Duration:
Self-study or classroom training
Description:
The 50-Minute Manager Series was designed to cover critical business and professional development topics in the shortest time possible. Our easy-to-read,
easy-to-understand format can be used for self-study or classroom training, or even office training. With a wealth of hands-on exercises, the 50-Minute
books keep you engaged and help you retain critical skills.
Newly revised to provide the latest in personal financial planning techniques and investment strategies, this book includes a step-by-step plan to help
reduce taxes, increase investment income, build wealth, and plan for a more secure retirement.
Table of Contents:
Section 1: Financial Planning: An Overview
What Is Personal Financial Planning?
The Financial Planning Process
Section 2: Examine and Diagnose: Determining Your Financial Condition
Examine Your Financial Situation
Think and Grow Rich
Three Important Financial Statements
The Role of Insurance in Financial Planning
Section 3: An Rx for Investment and Tax Planning
Making Your Money Work for You
Seven Factors Influencing Your Investment Decisions
Qualified Retirement Plans
Section 4: Planning for the Future
College Funding
Systematic Investing
Retirement Planning
Estate Investing
Section 5: Practical Case Studies
Maximizing Investment Returns
Helping the Single Parent Thrive
Adding Glitter to the Golden Years
Providing for the Future
Section 6: Monitor the Results
The Financial Fitness Exam
Glossary
Resources
How to Choose a Financial Planner
Appendix A: Record of Important Financial Information
Appendix B: Compound Interest Tables
Appendix C: Taxpayer Relief Act of 1997
Appendix D: Roth IRA