Individual Income Tax Planning

Keith R. Fevurly

Jeffrey B. Mershon

Kaplan University

Investment Planning

Harold F. Lenhart

Implementing a financial plan to manage the future is very important. If you have not assembled such a plan, or even if you have not thought about how best to manage your financial future, the time to do so is now, and the resource you need to walk you through every step of the personal financial planning process is Plan Your Financial Future. Regardless of whether you are a recent college graduate or have spent the past several decades in the working world, Plan Your Financial Future will give you the smart, commonsense advice you need to get your financial life in order.   Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a comprehensive, objective, and pertinent guidebook for readers of all income levels who want to grow their net worth on a steady and increasing basis. Covering all the financial bases you can reasonably expect to confront in your lifetime, like 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.    Filled with in-depth insight and invaluable financial planning advice, this unique guide explains how to:    Insure yourself, your family, and your property against the possibility of significant loss;  Invest in financial or real assets—or both;  Practice effective tax planning and management techniques;  Distribute your estate at death to your intended beneficiaries in a tax-efficient manner;  And much more.   With its no-nonsense, straightforward style and holistic view of the financial planning process, Plan Your Financial Future 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 learnReaders of Plan Your Financial Future will learn:   How to take advantage of benefits that are offered to them by their employer  The importance of minimizing the effects of inflation on their portfolios as much as possible  Financial strategies for preparing for their children's higher education  Rock-solid advice for planning for the financial aspects of their retirement years  Whether or not they would benefit from the hiring of a professional financial planner  How to create and maintain a personal financial plan that protects them and their families into the future    Who this book is for  Plan Your Financial Future is designed for readers of all income levels who would like grow their net worth on a steady and increasing basis by implementing and sticking to a personal financial plan. Everyone from recent college graduates to those who have been in the working world for many years will benefit from the insightful, actionable advice offered up in Plan Your Financial Future.  Table of Contents Understanding the Challenge/The Need to Begin  Do You Need a Financial Planner?  Elements of Personal Financial Planning and the Wealth Management Process  Insuring Yourself and Your Family  Insuring Your Health and Long Term Care  Insuring Your Earning Power  Insuring Your Property  Optimizing Your Employment Benefits  Investing in Financial Assets  Investing in Real Assets  Employing Assets Profitably  Income Tax Planning and Management  Transfer Tax Planning and Management  Life Events that Endanger Wealth  Planning for Your Child’s Higher Education  Planning for the Financial Aspects of Retirement  Planning for the Lifestyle Needs of Retirement  Planning for Other Lifetime Goals  Estate Planning  Philanthropy  Reaping the Rewards  Sample Data Gathering Form  Sample Budget  Durable General and Financial Power of Attorney (POA)  Declaration as to Medical or Surgical Treatment and Medical Durable POA  Sample Personal Letter of Instructions  Glossary

Plan Your Financial Future: A Comprehensive Guidebook to Growing Your Net Worth

Business & Money

Investing

Apress

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Books by Keith R. Fevurly