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| Dedications | |
| About the Authors | |
| Preface | |
| About the Tools and Techniques of Financial Planning | |
| Techniques | |
| The Ten Minute Financial Planner | p. 1 |
| The Financial Planning Process | p. 21 |
| Asset Allocation and Personal Portfolio Management | p. 27 |
| Budgeting | p. 67 |
| Education Funding | p. 77 |
| Estate Planning | p. 119 |
| Financial Leveraging | p. 145 |
| How to Evaluate Life Insurance Products | p. 149 |
| How to Review a Will | p. 169 |
| Income Tax Concepts | p. 179 |
| Investment Advisers: Regulation and Registration | p. 203 |
| Personal Financial Statements | p. 211 |
| Rate of Return Computations: Part I | p. 221 |
| Rate of Return Computations: Part II | p. 229 |
| Retirement Plan Distribution Planning | p. 253 |
| Risk and Reward | p. 259 |
| Risk Tolerance and Risk Aversion | p. 293 |
| Tools | |
| Annuities | p. 307 |
| Certificates of Deposit | p. 327 |
| Collectibles | p. 331 |
| Commodities | p. 335 |
| Common Stocks | p. 341 |
| Convertible Securities | p. 349 |
| Corporate Bonds | p. 355 |
| Exchange-Traded Funds | p. 365 |
| Financial Futures | p. 381 |
| Gold and Other Precious Metals | p. 389 |
| Keogh (HR-10) Plans | p. 395 |
| Life Insurance | p. 401 |
| Money Market Funds | p. 413 |
| Mortgage-Backed Securities | p. 417 |
| Municipal Bonds | p. 429 |
| Mutual Funds | p. 435 |
| Oil and Gas | p. 451 |
| Preferred Stock | p. 459 |
| Put and Call Stock Options | p. 465 |
| Qualified Pension and Profit-Sharing Plans | p. 471 |
| Real Estate as an Investment | p. 479 |
| REITs (Real Estate Investment Trusts) | p. 491 |
| REMICs (Real Estate Mortgage Investment Conduits) | p. 503 |
| Retirement Plan Rollovers | p. 517 |
| ROTH IRAs | p. 523 |
| Simplified Employee Pension (SEP) | p. 535 |
| SIMPLE Plans | p. 541 |
| Stripped Bonds | p. 549 |
| Tax Shelters: General Concepts | p. 551 |
| Traditional Individual Retirement Accounts | p. 555 |
| U.S. Government Securities | p. 575 |
| World Wide Investing | p. 581 |
| Zero-Coupon Bonds | p. 591 |
| Compound Interest Table | p. 593 |
| Present Value Table | p. 599 |
| Compound Annual Annuity in Advance | p. 603 |
| Compound Annual Annuity in Arrears | p. 609 |
| Compound Discount Table | p. 615 |
| Present Value of Annuity Due | p. 619 |
| Tax Exempt Equivalents | p. 623 |
| Investment Matrix | p. 627 |
| Income Tax Rate Tables | p. 637 |
| Million Dollar Goal Guide | p. 639 |
| Sample Letter of Instructions | p. 641 |
| Useful Financial Web Sites | p. 643 |
| Glossary | p. 645 |
| Index | p. 653 |
| Table of Contents provided by Blackwell. All Rights Reserved. |
