Book Statistics
1 Views
0 Comments
0 Rating

Ernst & Young's Personal Financial Planning Guide

Description

Begin planning NOW for a lifetime of financial security! Drawing on the incomparable experience of Ernst & Young LLP, the renowned leaders in financial planning, the new Ernst & Young's Personal Financial Planning Guide, Third Edition, remains the most comprehensive and trusted source of information for taking charge of your finances and planning for a secure financial future. This practical Guide contains all the tips and investment strategies you need to make sound financial decisions. It gives you the tools to size up your situation, determine your needs, and design a plan to meet your lifetime financial goals. The Guide gives you the benefit of two books in one: Part One explains the fundamentals, showing you step by step how to set goals, build wealth, manage your finances realistically, provide for your family through estate and investment planning, and protect your assets against unforeseen events. Part Two takes a unique planning approach, focusing on significant "life events" as they affect your finances. This allows you to work on the topics that are most important to you, with specific strategies you can use for different life situations, including: Getting married * Saving for your children's education * Buying or selling a home Dealing with aging parents * Starting a business * Planning for your retirement Plus, this updated edition covers the changes to the tax laws that affect: Long-term capital gains * Charitable donors * Individual Retirement Accounts College savings * Self-employed individuals * Home ownership

Keywords

health care and insurance needs necessary emergency care daily coinsurance amount paying extra principal unified credit equivalent gift tax marital deduction financial planning tasks investment planning process retirement planning issues pension maximization gift tax annual exclusion paying gift tax maximum annual benefit annual gift tax exclusion marital deduction trust tentative tax cash value insurance qualified state tuition program capital gap gross estate financial planning issues money market deposit accounts testamentary letter life insurance loans qualified higher education expenses

Download & Read Options

Ernst & Young's Personal Financial Planning Guide.pdf

PDF

Reader's Comments (0)

Login to Comment
No Comments Yet

Be the first to share your thoughts about this book!