Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances
The recent economic meltdown has left people in terrible financial shape with little idea of how to turn things around. Using Morningstar's time-tested strategies and sensible approach to money management, Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances breaks down important financial tasks into do-able chunks, each of which can be accomplished in 30 minutes or less. The practical, no-nonsense book
- Lays out the tools to get organized, including how to create a filing and bill paying system
- Details how to find the best uses for one's money, as well as how to properly invest for savings, college, and retirement
- Other titles by Benz: Morningstar® Guide to Mutual Funds: Five Star Strategies for Success
These are uncertain times. Morningstar's 30-Minute Money Solutions provides expert guidance on all aspects of personal money management, and it does so in quick, easily digestible steps.
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.
—Associated Press, January 2010
Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (US $24.95)
-and- Stop Acting Rich: ...And Start Living Like A Real Millionaire (US $18.95)
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