Stacey Tisdale provides business reports for CBS News National and local TV and radio broadcasts. She is US Contributing Editor for Shattered magazine and reports on The American Consumer, a PBS show. She has appeared on numerous programs, including The Oprah Winfrey Show and the Today show. She has reported on business and financial issues for more than 15 years, starting at Dow Jones, where she produced, wrote, and hosted programming for Wall Street Journal television, now CNBC. Before becoming a journalist, Stacey worked for the commodities firm Balfour Maclaine and on the floor of the Coffee Sugar and Cocoa Exchange.
Paula Boyer Kennedy, CPA, CFP®, PFS, CIMA®, AIF®, is a Vice President at Cammack La-Rhette Consulting in lower Manhattan. Paula has been writing and speaking on financial issues for the past fourteen years. She has worked in the financial planning field since 1993 and in the areas of finance and compensation and benefits since 1980. As recognition for her work, she was named three times to the Worth magazine list of the best financial advisors in America. This is her third book.
Acknowledgments | p. vii |
Preface | p. xi |
A Look Inside | |
Working Together | p. 3 |
A Little Awareness Goes a Long Way | p. 9 |
The Big Picture: What You're Planning for | p. 13 |
The Price of Pleasing Mom and Pop: Are Your Early Lessons Working for You or Against You? | p. 19 |
Social Messages | p. 31 |
The Songs We Play in Our Heads | p. 53 |
Life Planning for Two | p. 69 |
Teach Your Children Well | p. 81 |
The Truth about Change | p. 95 |
The Numbers | |
Your Bottom Line | p. 125 |
Saving Money | p. 139 |
Debt: Wipe the Slate Clean | p. 149 |
Living Longer and Stronger: The New Retirement | p. 165 |
Covering Your Assets: How to Choose the Right Insurance | p. 181 |
Investing for Your Future | p. 199 |
The Real Cost of College | p. 211 |
Giving Back | p. 225 |
Estate Planning | p. 237 |
A Final Thought on Your Finances | p. 245 |
Staying on Course | |
Staying on Course | p. 249 |
Change Happens | p. 259 |
Getting the Help You Need | p. 265 |
A Final Thought | p. 273 |
Index | p. 275 |
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