Cover Image

30-minute money solutions a step-by-step guide to managing your finances

Main Author: Benz, Christine.
Corporate Authors: Morningstar, Inc.
Format: Books Print Book
Language: English
Published: Hoboken, N.J. : Wiley, c2010.
Subjects:
Seibel, Sophie Stein tribute.
Finance, Personal.
Investments.
Table of Contents:
  • Foreword
  • Preface
  • Acknowledgments
  • Part 1: Find Your Baseline
  • 1: Calculate your net worth
  • 2: See where your money goes
  • 3: Set your financial goals
  • 4: Create a budget
  • Part 2: Get Organized
  • 5: Create a bill-paying system
  • 6: Create a filing system
  • 7: Create a master directory
  • Part 3: Find The Best Use Of Your Money
  • 8: Determine whether to pay down debt or to invest
  • 9: Decide where to invest for retirement
  • Part 4: Get Started In Investing
  • 10: Create an emergency fund
  • 11: Find the right stock/bond mix
  • 12: Create an investment policy statement
  • 13: Invest for short and intermediate-term goals
  • 14: Create a hands-off long-term portfolio
  • Part 5: Invest In Your Company Retirement Plan
  • 15: Determine how good your company retirement plan is
  • 16: Decide between a traditional and Roth 401(k)
  • 17: Select the best investments for your company retirement plan
  • 18: Make the most of a subpar 401(k) plan
  • Part 6: Invest In An Ira
  • 19: Determine what type of IRA is best for you
  • 20: Identify the best investments for your IRA
  • 21: Determine whether to convert your IRA
  • 22: Roll over your retirement plan into an IRA
  • Part 7: Invest For College
  • 23: Find the right college savings vehicle
  • 24: Find the right 529 plan
  • Select the right investments for your college savings plan
  • Part 8: Invest In Your Taxable Account
  • 26: Identify the best investments for taxable accounts
  • 27: Manage your portfolio for tax efficiency
  • 28: Harvest tax losses
  • Part 9: Invest During Retirement
  • 29: Determine your portfolio withdrawal rate
  • 30: Build an in-retirement portfolio
  • 31: Find the right sequence of in-retirement withdrawals
  • Part 10: Monitor Your Investments
  • 32: Conduct a portfolio checkup
  • 33: Rebalance your portfolio
  • Part 11: Cover Your Bases On Estate Planning
  • 34: Get started on your estate plan
  • 35: Handle beneficiary designations
  • 36: Create a personal legacy
  • About the author
  • Index.

Similar Items