{"product_id":"planning-a-successful-future-managing-to-be-wealthy-for-individuals-and-their-advisors-9781119069126","title":"Planning a Successful Future Managing to Be","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eA deeply insightful guide to goal-based financial planning and wealth management    Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003cp\u003eAcknowledgments ix\u003c\/p\u003e \u003cp\u003ePreface xi\u003c\/p\u003e \u003cp\u003e\u003cb\u003eIntroduction 1\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eCreating Your Financial Plan 2\u003c\/p\u003e \u003cp\u003eHow Does This Relate to Investing? 3\u003c\/p\u003e \u003cp\u003eAre You Meeting Your Goals? 3\u003c\/p\u003e \u003cp\u003eObstacles to Reaching Financial Goals 4\u003c\/p\u003e \u003cp\u003eFuel Your Goals with Income 6\u003c\/p\u003e \u003cp\u003eDeveloping Your Plan 7\u003c\/p\u003e \u003cp\u003eAttaining Peace of Mind 8\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #1 What Do You Want? 9\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003ePut It in Writing 9\u003c\/p\u003e \u003cp\u003eSix Steps to Financial Freedom 10\u003c\/p\u003e \u003cp\u003eStart Planning 13\u003c\/p\u003e \u003cp\u003eOther Goals 18\u003c\/p\u003e \u003cp\u003eReview Your Plans with Your Family Members and Advisors 18\u003c\/p\u003e \u003cp\u003eYou Know What You Want 19\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #2 What Do You Have Now? 21\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMaterials 22\u003c\/p\u003e \u003cp\u003eInformation You’ll Need 22\u003c\/p\u003e \u003cp\u003eFiling the Information 22\u003c\/p\u003e \u003cp\u003eLooking for Missing Financial Information 24\u003c\/p\u003e \u003cp\u003eUnderstand What You Have 25\u003c\/p\u003e \u003cp\u003eCash Flow Planning: When, Where, and How Much? 26\u003c\/p\u003e \u003cp\u003ePlan Your Future Cash Flow 34\u003c\/p\u003e \u003cp\u003ePlan Your Cash Reserve 34\u003c\/p\u003e \u003cp\u003eBalance Sheet: What Is Your Financial Worth? 43\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #3 Retirement 51\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eReview Your Retirement Goals 52\u003c\/p\u003e \u003cp\u003eYour Cash Flow Worksheet Is Crucial 52\u003c\/p\u003e \u003cp\u003eAssumptions for Retirement Planning 53\u003c\/p\u003e \u003cp\u003eBut What About . . .? 62\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #4 Planning to Send Your Children to College 67\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eHow Much Will a College Degree Cost? 67\u003c\/p\u003e \u003cp\u003eWhere Will You Find the Money? 68\u003c\/p\u003e \u003cp\u003eReview Your Goals 70\u003c\/p\u003e \u003cp\u003eWho Controls the Money? 71\u003c\/p\u003e \u003cp\u003eEffects of Tax Laws on Your Education Goal 72\u003c\/p\u003e \u003cp\u003eIncome Shifting to Save Taxes 75\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #5 A House Is Not Always a Good Investment 81\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eThe True Cost of Home Ownership 82\u003c\/p\u003e \u003cp\u003eA House as an Investment 85\u003c\/p\u003e \u003cp\u003eShopping for a Mortgage 90\u003c\/p\u003e \u003cp\u003eSaving Money on Your Mortgage 94\u003c\/p\u003e \u003cp\u003eBuying and Selling 98\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #6 Insurance 101\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eTypes of Life Insurance 101\u003c\/p\u003e \u003cp\u003eMy Recommendation 105\u003c\/p\u003e \u003cp\u003eTypes of Insurance Companies 106\u003c\/p\u003e \u003cp\u003eTax Considerations 106\u003c\/p\u003e \u003cp\u003eDisability Insurance 109\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #7 Liabilities 115\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eGood Reasons to Borrow Money 115\u003c\/p\u003e \u003cp\u003eBad Reasons to Borrow 116\u003c\/p\u003e \u003cp\u003eTypes of Credit 117\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #8 Taxes 125\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eFour Methods for Reducing Taxes 125\u003c\/p\u003e \u003cp\u003eTax Tools 131\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #9 Investments 137\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eFinancial Basics 138\u003c\/p\u003e \u003cp\u003eHow the Financial Cycle Works 141\u003c\/p\u003e \u003cp\u003eYour Investment Goal 143\u003c\/p\u003e \u003cp\u003eEvaluating Risk 143\u003c\/p\u003e \u003cp\u003eInvestment Triangle 146\u003c\/p\u003e \u003cp\u003eInvestment Strategy 148\u003c\/p\u003e \u003cp\u003eInvestment Choices 152\u003c\/p\u003e \u003cp\u003eCommon Investment Mistakes 160\u003c\/p\u003e \u003cp\u003eOther Investments 165\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #10 How to Find and Work with a Financial Planner 171\u003cbr\u003e\u003c\/b\u003e\u003ci\u003eTyler V. Cook\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eWhat Is a Financial Planner? 171\u003c\/p\u003e \u003cp\u003eExposing the Myths 174\u003c\/p\u003e \u003cp\u003eHow to Find a Financial Planner 175\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #11 Financial Planning for Women 179\u003c\/b\u003e\u003cbr\u003eKimberly E. Wirtz\u003c\/p\u003e \u003cp\u003eLearn About Family Finances While You Can 180\u003c\/p\u003e \u003cp\u003eUnderstand Your Assets, Where They Are, and Who Legally Owns Them 182\u003c\/p\u003e \u003cp\u003eConsolidate Accounts 182Name Primary and Backup Beneficiaries 183\u003c\/p\u003e \u003cp\u003eUnderstand Pension and Social Security Arrangements 184\u003c\/p\u003e \u003cp\u003eYou Need a Will, a Living Will, and Two Powers of Attorney 185\u003c\/p\u003e \u003cp\u003eBoth Spouses Need Life and Disability Insurance 186\u003c\/p\u003e \u003cp\u003eBalancing It All 188\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #12 Financial Planning for Business Owners 189\u003c\/b\u003e\u003cbr\u003e\u003ci\u003eStephen Lukan\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eBusiness Structure 190\u003c\/p\u003e \u003cp\u003eTurning a Hobby into a Business 191\u003c\/p\u003e \u003cp\u003eTax and Retirement Planning 192\u003c\/p\u003e \u003cp\u003eBuilding a Team 193\u003c\/p\u003e \u003cp\u003eBusiness Partners 194\u003c\/p\u003e \u003cp\u003eSuccession Planning 195\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #13 Financial Planning for Physicians 197\u003c\/b\u003e\u003cbr\u003e\u003ci\u003eBhagwan Satiani\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eReasons for Bad Financial Decisions 198\u003c\/p\u003e \u003cp\u003eResults of Financial Mistakes 198\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter #14 Learning from Professional Athletes’ Mistakes 207\u003c\/b\u003e\u003cbr\u003e\u003ci\u003eLawrence Funderburke\u003c\/i\u003e\u003c\/p\u003e \u003cp\u003eHoles in Their Pockets 208\u003c\/p\u003e \u003cp\u003eInexperience Hurts 209\u003c\/p\u003e \u003cp\u003eLearn from Their Mistakes 209\u003c\/p\u003e \u003cp\u003eAbout the Contributors 215\u003c\/p\u003e \u003cp\u003eAbout the Author 217\u003c\/p\u003e \u003cp\u003eIndex 219\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49406978654551,"sku":"9781119069126","price":22.94,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9781119069126.jpg?v=1730497767","url":"https:\/\/bookcurl.com\/products\/planning-a-successful-future-managing-to-be-wealthy-for-individuals-and-their-advisors-9781119069126","provider":"Book Curl","version":"1.0","type":"link"}