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Ernst & Young's Personal Financial Planning Guide,Second Edition
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  • Wiley

More About This Title Ernst & Young's Personal Financial Planning Guide,Second Edition

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ERNST & YOUNG LLP's personal financial counseling practice specializes in tailoring financial strategies for people at all income levels. The firm is the author of the bestselling Ernst & Young Tax Guide, The Ernst & Young Tax Saver's Guide, Ernst & Young's Retirement Planning Guide, and a wide array of books on business and financial management. Visit Ernst & Young's Web site at ey.com.
  • English

English

Partial table of contents:

THE FUNDAMENTALS OF FINANCIAL PLANNING.

Taking Charge of the Financial Planning Process.

Building Wealth to Meet Your Goals.

Building Wealth Through Investment Planning: Understand Financial Markets and Concepts; Develop an Investment Strategy.

Protecting Your Family and Assets Through Life Insurance.

Protecting Your Family and Assets Through Health, Disability, Property/Casualty, and Auto Insurance.

Estate Taxes and Deductions.

THE LIFE EVENT APPROACH TO FINANCIAL PLANNING.

Getting Married.

Raising a Family.

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.

Planning for Retirement: Health Care and Insurance Needs.

Index.

Proper Documentation.

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