Ernst & Young's personal financial planning guide

Nissenbaum, Martin. (Author). Raasch, Barbara J. (Added Author). Ratner, Charles L. (Added Author). Ernst & Young (Added Author).

Item details

ISBN: 0471687243
ISBN: 9780471687245
Physical Description: print
x, 540 p. : ill ; 24 cm.
Edition: 5th ed., rev. and fully updated /
Publisher: Hoboken, N.J. : J. Wiley, c2004.

Contents / Notes

General Note:

Rev. ed. of: Ernst & Young's personal financial planning guide / Robert J. Garner ... [et al.]. 2nd ed. c1996.

Includes index.

Formatted Contents Note:

Part I: The fundamentals of financial planning -- 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 -- Sophisticated estate planning -- Estate liquidity, powers of attorney, and living wills -- Part II: The life event approach to financial planning -- Getting married -- Raising a family -- Coping with divorce -- Being a single parent -- Buying and selling a home -- Funding a college education -- Taking advantage of employment benefits -- Starting your own business -- Dealing with your parents -- Losing your spouse or life partner -- Planning for retirement -- Planning for retirement: health care and insurance needs -- A few words in parting.