Authors:
- Teaches you how to: protect yourself, your family, and your property; accumulate wealth; defend your accumulated wealth; and distribute your accumulated wealth
- Covers all the financial bases you can reasonably expect to confront in your lifetime, such as insurance, investing, income tax planning, Social Security, Medicare
- Outlines tax management measures, as well as the distribution of wealth for higher education, retirement, and estate planning purposes
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Table of contents (21 chapters)
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Front Matter
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The Financial-Planning Process
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Front Matter
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Protecting Yourself, Your Family, and Your Property
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Front Matter
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Accumulating Wealth
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Front Matter
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Defending Wealth
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Front Matter
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Distributing Wealth During Your Lifetime
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Front Matter
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About this book
Get your financial life in order. This comprehensive and objective guidebook will help you grow your net worth on a steady and increasing basis, regardless of your income level.
This new and expanded edition covers changes and strategies to maximize financial benefits and planning resulting from the recent tax legislation, beginning January 2018, and changes to the Affordable Care and Protection Act of 2010. Covering all the financial bases you can reasonably expect to confront in your lifetime, such as insurance, investing, income tax planning, Social Security, Medicare, and more, this vital resource begins with techniques to protect a consumer's personal and business assets. It then transitions into the wealth accumulation process and outlines tax management measures, as well as the distribution of wealth for higher education, retirement, and estate planning purposes.Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a no-nonsense, straightforward, and holistic view of the financial planning process. It is the one resource you need to become a more knowledgeable saver and translate those savings into the accumulation of future wealth.
What You'll Learn
- Insure yourself, your family, and your property against the possibility of significant loss
- Invest in financial or real assets—or both
- Implement effective tax planning and management techniques
- Distribute your estate at death to your intended beneficiaries in a tax-efficient manner
- Discover strategies to maximize financial health taking into consideration the new tax legislation, effective January 1, 2018
Regardless of whether you are a recent college graduate or have spent the past several decades in the working world, this book will give you the smart, commonsense advice you need to get your financial life in order.
Authors and Affiliations
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METROPOLITAN STATE UNIV OF DENVER, DENVER, USA
Keith R. Fevurly
About the author
Bibliographic Information
Book Title: Plan Your Financial Future
Book Subtitle: A Comprehensive Guidebook to Growing Your Net Worth
Authors: Keith R. Fevurly
DOI: https://doi.org/10.1007/978-1-4842-3637-6
Publisher: Apress Berkeley, CA
eBook Packages: Economics and Finance, Apress Access Books, Economics and Finance (R0)
Copyright Information: Keith R. Fevurly 2018
Softcover ISBN: 978-1-4842-3636-9Published: 02 June 2018
eBook ISBN: 978-1-4842-3637-6Published: 01 June 2018
Edition Number: 2
Number of Pages: XIII, 374
Number of Illustrations: 8 b/w illustrations
Topics: Personal Finance/Wealth Management/Pension Planning, Insurance, Investments and Securities, Risk Management, Investment Appraisal, Business and Management, general