Financial Planning Basics: The American Guide to Personal Finance Volume IV by Derek B. Davis
English | April 11, 2024 | ISBN: N/A | ASIN: B0D1KLBTNK | 242 pages | EPUB | 13 Mb
"Financial Planning Basics" delivers a comprehensive guide to navigating the world of financial planning with supreme confidence.
Covering fundamental concepts, this book empowers individuals with the knowledge and skills necessary to make informed decisions about how to financially plan for the future.
Table of Contents:
Contents
Copyright
Dedication
Preface
The Journey of Financial Planning
Financial Planning Strategies
Budgeting
Saving versus Investing
Savings Goals
Investment Planning
Retirement Planning
Tax Planning
Estate Planning
Insurance Planning
Whole Life versus Term Life
Debt Management
Education Planning
Risk Management
Personal Financial Advice
Certified Financial Planners (CFPs)
Registered Investment Advisors
Fee-only Planners
Commission-based Financial Advisors
Robo-advisors
Insurance Agents
Estate Planning Attorneys
Accountants and Tax-advisors
Retirement Planning Specialists
Wealth Managers
Questions to Ask a Financial Advisor
Property Ownership
Risk
Inflation
Cash Flow
Household Budgets
Budgeting Apps
How Much to Set Aside
Dollar-cost Averaging
Cash Float
Finding Money to Invest
Starting Small
Net Worth
College Education Costs
Saving for Higher Education
529 Savings Plans
Financial Aid for College
How to Apply for Financial Aid
Pre-paid Tuition
Pensions
Employer-sponsored Retirement Plans
Vesting
Retirement Plan Distribution
Individual Retirement Accounts (IRAs)
Salary Reduction Plans
Keogh Plans
Annuities
Social Security
Long-term Care Insurance
Saving Your Heirs Money
Wills
Trusts
Conclusion
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