Ernst and Young's Financial Planning Essentials

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Format: Paperback
Pub. Date: 1999-01-01
Publisher(s): Wiley
List Price: $6.99

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Summary

Ernst & Young's Financial Planning Essentials makes it easier than ever to take control of your money and start reaching your financial goals today. Drawing on the incomparable experience of Ernst & Young, it's packed with practical tips and strategies to start you on the road to smart financial planning. This short, handy guide covers all the basics, including: * Understanding your current financial situation * Setting your financial goals * Learning to build wealth * Evaluating the different kinds of investments * Protecting your finances against the unexpected * And much, much more . . . Plus, there are plenty of worksheets, charts, real-life examples, and special features, including: * $PLANNERS--quick planning tips for a bright financial future * $BUILDERS--money strategies to help you reach your goals * $SAVERS--ideas that can save you money right away ERNST & YOUNG LLP's personal financial counseling practice tailors financial strategies for people at all income levels. The firm is the author of the bestselling Ernst & Young Tax Guide as well as a wide array of books on business and money management. Visit the firm's Web site at www.ey.com/pfc.

Author Biography

ERNST & YOUNG LLP’s personal financial counseling practice tailors financial strategies for people at all income levels. The firm is the author of the bestselling Ernst & Young Tax Guide as well as a wide array of books on business and money management. Visit the firm’s Web site at www.ey.com/pfc.

Table of Contents

Taking Charge of the Financial Planning Process.
Building Wealth to Meet Your Goals.
Building Wealth Through Investment Planning: Set Your Financial Goals; Understand Investment Vehicles.
Building Wealth Through Investment Planning: Understand Financial Markets and Concepts; Develop an Investment Strategy.
Building Wealth Through Investment Planning: Implement Your Strategy; Monitor Your Investments.
Building Wealth (Concluded).
Protecting Your Family and Assets Through Life Insurance.
Protecting Your Family and Assets Through Health, Disability, Property/Casualty, and Auto Insurance.
Providing for Your Family Through Estate Planning.
Estate Taxes and Deductions.
Gift Tax Fundamentals and Generation-Skipping Transfer Tax.
Trusts, Life Insurance, and Estate ""Freezes.""
Estate Liquidity, Powers of Attorney, and Living Wills
Index.

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