Ernst and Young's Financial Planning Essentials

by Ernst & Young LLP; Robert J. Garner; Robert B. Coplan; Martin Nissenbaum; Barbara J. Raasch; Charles L. Ratner

• ISBN13: 9780471316442
• ISBN10: 047131644X
• Format: Paperback
• Copyright: 1999-01-01
• Publisher: Wiley

Summary

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.

Author Biography

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.

Table of Contents

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.