Implementing a financial plan to manage the future is very important. If you have not assembled such a plan, or even if you have not thought about how best to manage your financial future, the time to do so is now, and the resource you need to walk you through every step of the personal financial planning process is Plan Your Financial Future.
Table of Contents
Part I: The Financial Planning Process
Chapter 1. Understanding the Challenge. The Need to Begin
Chapter 2. Do You Need a Financial Planner?
Chapter 3. Elements of Personal Financial Planning and the Wealth Management Process
Part II: Protecting Yourself, Your Family, and Your Property
Chapter 4. Insuring Yourself and Your Family
Chapter 5. Insuring Your Health and Long-term Care
Chapter 6. Insuring Your Earning Power
Chapter 7. Insuring Your Property
Chapter 8. Optimizing Your Employment Benefits
Part III: Accumulating Wealth
Chapter 9. Investing in Financial Assets
Chapter 10. Investing in Real Assets
Chapter 11. Investing in Use Assets
Part IV: Defending Wealth
Chapter 12. Income Tax Planning and Management
Chapter 13. Transfer Tax Planning and Management
Chapter 14. Life Events that Endanger Wealth
Part V: Distributing Wealth During Your Lifetime
Chapter 15. Planning for Your Child’s Higher Education
Chapter 16. Planning for the Financial Aspects of Retirement
Chapter 17. Planning for the Lifestyle Needs of Retirement
Chapter 18. Planning for Other Lifetime Financial Goals
Part VI: Distributing Wealth at Death
Chapter 19. Estate Planning
Chapter 20. Philanthropy
Part VII: Summarizing the Personal Financial Planning Process
Chapter 21. Reaping the Rewards
Appendix A. Sample Data-Gathering Form
Appendix B. Sample Budget
Appendix C. Power of Attorney
Appendix D. Declaration as to Medical or Surgical Treatment and Medical Durable Power of Attorney
Appendix E. Sample Personal Letter of Instruction
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