The Price Waterhouse Book of PERSONAL FINANCIAL PLANNING
- Hardback Book with Dust Jacket by Stanley H. Breitbard and Donna Sammons Carpenter
- Over 445 pages
- First Edition
- Copyright © 1987, 1988 by Price Waterhouse and Donna Sammons Carpenter
Contents includes:
" ACKNOWLEDGMENTS
PART ONE: THE PRICE WATERHOUSE APPROACH TO PERSONAL FINANCIAL PLANNING
1. THE GOOD LIFE
Building a Firm Foundation
2. WHAT DO YOU HAVE ?
Constructing Your Financial Profile
3. WHAT DO YOU WANT ?
Winning by Objective
4. HOW DO YOU GET WHAT YOU WANT ?
Finding the Right Strategy
PART TWO: YOUR INVESTMENT STRATEGIES
5. MAKING THE RIGHT INVESTMENT CHOICES
What You Need to Know About Asset Allocation
6. CASHING IN
The Case for Cash and Cash Equivalents
7. GENTLEMEN PREFER BONDS
Investing in Fixed-Income Instruments
8. TAKING STOCK
Strategies for Investing in the Stock market
9. MUTUAL BENEFITS
Choosing the Best Mutual Funds
10. THE GOOD EARTH
How to Invest in Real Estate
11. WRITE IT OFF, WRITE IT ALL OFF
The Tax Benefits of Real-Estate Ownership
12. HOME AWAY FROM HOME
Making Your Vacation Home Pay
13. BUY NOW, PROFIT LATER
How Other Investment Vehicles Stack Up
PART THREE: DEBT MANAGEMENT
14. RED ALERT
What You Need to Know About Debt Management
15. BACK TO BASICS
The Right Way to Borrow Money
16. THE TAXMAN COMETH
Your Interest Deduction
17. CHOICES, CHOICES
Your Guide to Mortgage Loans
PART FOUR: INSURANCE - YOUR SAFETY NET
18. RISKY BUSINESS
What You Need to Know About Insurance
19. THE PICTURE OF HEALTH
How Your Health Insurance Can Keep You in the Pink
20. A MATTER OF POLICY
How to Keep Your Income Coming If You're Disabled
21. FROM HERE TO ETERNITY
Getting the Life Insurance You Need
22. DON'T SPIN YOUR WHEELS
What You Need to Know About Automobile Insurance
23. HOME SWEET HOME
How to Find the Right Homeowner's Policy
24. UNDER THE UMBRELLA
Get Smart About Liability Protection
PART FIVE: TAX PLANNING IN CHANGING TIMES
25. TAXING MATTERS
Mastering the Fundamentals
26. WINNING WAYS
How to Make the Tax Law Work for You
PART SIX: FAMILY MATTERS
27. BRIGHT IDEAS
The Right Way to Finance Your Child's Education
PART SEVEN: WHAT YOUR COMPANY IS DOING FOR YOU !
28. HIDDEN ASSETS
How to Get the Most from Your Company Benefits
29. IT'S YOUR OPTION
All the News About Stock Options
PART EIGHT: YOUR RETIREMENT NEST EGG
30. SEARCHING FOR THE BOTTOM LINE
How Much Do You Need for Retirement ?
31. SECURITY FOR THE FUTURE
Adding Up Your Social Security Benefits
32. ALL THAT GLITTERS
IRAs Can Still Pay Off
33. WINNING PROPOSITION
What You Need to Know About 401(k) Plans
34. IN GOOD COMPANY
Get Smart About Company Retirement and Savings Plans
35. ON YOUR OWN
Cashing In on Keogh Plans
36. AN OFFER YOU CAN'T REFUSE
Your Guide to Early Retirement Packages
PART NINE: YOUR ESTATE PLAN
37. YOU CAN'T TAKE IT WITH YOU
Facing the Hard Choices on Who Gets What
38. ALL IN THE FAMILY - FOR NOW
How to Slash Your Estate Tax Liability
39. WHERE THERE'S A WILL, THERE'S A WAY
Your Guide to Wills
40. TRUST ME
Your Guide to Trusts
EPILOGUE
APPENDICES
I. Your Guide to Record Keeping
II. Your Net Worth Work Sheet
III. Your Cash-Flow Work Sheet
IV. Compound Interest of $ 1 Principal
V. Compound Interest of $ 1 Per Year
VI. Your Life Insurance Needs Work Sheet
VII. Your College Funding Work Sheet
VIII. Sample College Funding Work Sheet
IX. Your Retirement Cash-Flow Work Sheet
X. Social Security Form SSA-7004PC
(Request for Statement of Earnings)
XI. Social Security Retirement Benefits Table
INDEX
ABOUT THE AUTHORS "
This book is in very nice condition with minor wear to the cover and dust jacket.
No torn or ripped pages.
The previous owner's name and a date are written on the first blank page.
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