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Ernst & Young's Financial Planning Essentials

Ernst & Young's Financial Planning Essentials

Select type: E-Book

$4.99

Description

Ernst & Young's Financial Planning Essentials makes it easier than ever to take control of your money and start reaching your financial goals today. Drawing on the incomparable experience of Ernst & Young, it's packed with practical tips and strategies to start you on the road to smart financial planning. This short, handy guide covers all the basics, including:
* Understanding your current financial situation
* Setting your financial goals
* Learning to build wealth
* Evaluating the different kinds of investments
* Protecting your finances against the unexpected
* And much, much more . . .


Plus, there are plenty of worksheets, charts, real-life examples, and special features, including:
* $PLANNERS--quick planning tips for a bright financial future
* $BUILDERS--money strategies to help you reach your goals
* $SAVERS--ideas that can save you money right away


ERNST & YOUNG LLP's personal financial counseling practice tailors financial strategies for people at all income levels. The firm is the author of the bestselling Ernst & Young Tax Guide as well as a wide array of books on business and money management. Visit the firm's Web site at www.ey.com/pfc.
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.

Trusts, Life Insurance, and Estate "Freezes."

Estate Liquidity, Powers of Attorney, and Living Wills

Index.