Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances

Preface.

Acknowledgments.

PART ONE: FIND YOUR BASELINE.

Chapter 1: Calculate Your Net Worth.

Chapter 2: See Where Your Money Goes.

Chapter 3: Set Your Financial Goals.

Chapter 4: Create a Budget.

PART TWO: GET ORGANIZED.

Chapter 5: Create a Bill-Paying System.

Chapter 6: Create a Filing System.

Chapter 7: Create a Master Directory.

PART THREE: FIND THE BEST USE OF YOUR MONEY.

Chapter 8: Determine Whether to Pay Down Debt or Invest.

Chapter 9: Decide Where to Invest for Retirement.

PART FOUR: GET STARTED IN INVESTING.

Chapter 10: Create an Emergency Fund.

Chapter 11: Find the Right Stock/Bond Mix.

Chapter 12: Create an Investment Policy Statement.

Chapter 13: Invest for Short- and Intermediate-Term Goals.

Chapter 14: Create a Hands-Off Long-Term Portfolio.

PART FIVE: INVEST IN YOUR COMPANY RETIREMENT PLAN.

Chapter 15: Determine How Good Your Company Retirement Plan Is.

Chapter 16: Decide between a Traditional and Roth 401(k).

Chapter 17: Select the Best Investments for Your Company Retirement Plan.

Chapter 18: Make the Most of a Subpar 401(k) Plan.

PART SIX: INVEST IN AN IRA.

Chapter 19: Determine What Type of IRA Is Best for You.

Chapter 20: Identify the Best Investments for Your IRA.

Chapter 21: Determine Whether to Convert Your IRA.

Chapter 22: Roll Over Your Retirement Plan into an IRA.

PART SEVEN: INVEST FOR COLLEGE.

Chapter 23: Find the Right College Savings Vehicle.

Chapter 24: Find the Right 529 Plan.

Chapter 25: Select the Right Investments for Your College Savings Plan.

PART EIGHT: INVEST IN YOUR TAXABLE ACCOUNT.

Chapter 26: Identify the Best Investments for Taxable Accounts.

Chapter 27: Manage Your Portfolio for Tax Efficiency.

Chapter 28: Harvest Tax Losses.

PART NINE: INVEST DURING RETIREMENT.

Chapter 29: Determine Your Portfolio Withdrawal Rate.

Chapter 30: Build an In-Retirement Portfolio.

Chapter 31: Find the Right Sequence of In-Retirement Withdrawals.

PART TEN: MONITOR YOUR INVESTMENTS.

Chapter 32: Conduct a Portfolio Checkup.

Chapter 33: Rebalance Your Portfolio.

PART ELEVEN: COVER YOUR BASES ON ESTATE PLANNING.

Chapter 34: Get Started on Your Estate Plan.

Chapter 35: Handle Beneficiary Designations.

Chapter 36: Create a Personal Legacy.

About the Author.

Index.