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Russell Wild is a NAPFA-certified financial advisor and the principal of Global Portfolios. He lives in Allentown, Pennsylvania.
Introduction | p. l |
January: Take Control | p. 9 |
Uncover the Origins of Your Relationship with Money | p. 11 |
Clean Out What You Carry | p. 16 |
Streamline Your Home Office Space | p. 21 |
Set Up a Financial File System | p. 27 |
February: Assess Your Finances | p. 35 |
Pay Your Bills on Time | p. 37 |
Determine Your Income and Fixed Expenses | p. 42 |
Determine Your Variable Expenses | p. 45 |
Take a Fresh Look at Your Expenses | p. 47 |
March: Get Ready for Taxes | p. 52 |
Decide Which Documents to Save | p. 53 |
Stop the Paper Stacks | p. 56 |
Prepare Your Tax Returns | p. 59 |
Signed, Sealed, Delivered | p. 64 |
April: Spend Less, Save More | p. 68 |
Reduce Your Expenses | p. 70 |
Harness Your Marketability | p. 79 |
Working with Your Budget | p. 84 |
Banking Made Brighter | p. 86 |
May: Borrow Smart | p. 92 |
Lower Your Cost of Credit | p. 94 |
Curb Credit Card Spending | p. 98 |
Reduce and Rejoice | p. 102 |
Protect Your Identity | p. 104 |
June: Build a Nest Egg | p. 108 |
Establish a Retirement Plan | p. 110 |
Calculate How Much You Need to Save | p. 114 |
Assess How Much Risk You Can Afford | p. 116 |
Max Out Where It Pays | p. 120 |
July: Make Long-Range Financial Plans | p. 124 |
Decide Whether You Need a Financial Advisor | p. 126 |
Maintain Your Portfolio | p. 130 |
Draw Up a Will and Trust | p. 134 |
Review Your Beneficiary Forms | p. 140 |
August: Refinance and Downsize Options | p. 143 |
Look for Downsizing Opportunities | p. 145 |
Clear the Clutter, Room by Room | p. 154 |
Hold a Yard Sale | p. 160 |
Determine If You Should Refinance | p. 165 |
September: Children and Money | p. 173 |
Frugality for Parents | p. 175 |
Educate Your Children about Money | p. 180 |
Save for College | p. 183 |
How Your Child Can Contribute | p. 188 |
October: Protect Your Assets | p. 193 |
Medical Insurance | p. 195 |
Homeowner's and Renter's Policies | p. 202 |
Disability and Long-Term Care Coverage | p. 205 |
Planes, Trains, and Automobiles | p. 208 |
November: The Season for Sane Spending | p. 212 |
Holiday Budget | p. 214 |
Gift-Giving | p. 217 |
Family Gatherings | p. 225 |
Holiday Travel | p. 229 |
December: Year-End Money Moves | p. 234 |
Tasks for Every December | p. 236 |
Tax-Loss Harvesting | p. 238 |
Charitable Giving | p. 240 |
Move Smoothly into the Future | p. 243 |
Acknowledgments | p. 249 |
Resources | p. 251 |
Index | p. 259 |
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