東華大學圖書館 |

語系: 繁體中文

說明(常見問題)

回圖書館首頁

手機版館藏查詢

登入

回首頁 到查詢結果 [ subject:"Finance, Personal" ]

切換: 標籤 | MARC模式 | ISBD

Plan your financial future = a compr...

Fevurly, Keith R.

FindBook

Google Book

Amazon

博客來

Plan your financial future = a comprehensive guidebook to growing your net worth /

紀錄類型:	書目-電子資源 : Monograph/item
正題名/作者:	Plan your financial future/ by Keith R. Fevurly.
其他題名:	a comprehensive guidebook to growing your net worth /
作者:	Fevurly, Keith R.
出版者:	Berkeley, CA :Apress : : 2018.,
面頁冊數:	xiii, 374 p. :ill., digital ;24 cm.
內容註:	Part 1: 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 2: 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 3: Accumulating Wealth -- Chapter 9: Investing in Financial Assets -- Chapter 10: Investing in Real Assets -- Chapter 11: Investing in Use Assets -- Part 4: Defending Wealth -- Chapter 12: Income Tax Planning and Management -- Chapter 13: Transfer Tax Planning and Management -- Chapter 14: Life Events that Endanger Wealth -- Part 5: 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 Goals -- Part 6: Distributing Wealth at Death -- Chapter 19: Estate Planning -- Chapter 20: Philanthropy -- Part 7: 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 -- Glossary.
Contained By:	Springer eBooks
標題:	Finance, Personal - Handbooks, manuals, etc. -
電子資源:	http://dx.doi.org/10.1007/978-1-4842-3637-6
ISBN:	9781484236376

Plan your financial future = a comprehensive guidebook to growing your net worth /
Fevurly, Keith R.

Plan your financial futurea comprehensive guidebook to growing your net worth /[electronic resource] :by Keith R. Fevurly. - 2nd ed. - Berkeley, CA :Apress :2018. - xiii, 374 p. :ill., digital ;24 cm.

Part 1: 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 2: 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 3: Accumulating Wealth -- Chapter 9: Investing in Financial Assets -- Chapter 10: Investing in Real Assets -- Chapter 11: Investing in Use Assets -- Part 4: Defending Wealth -- Chapter 12: Income Tax Planning and Management -- Chapter 13: Transfer Tax Planning and Management -- Chapter 14: Life Events that Endanger Wealth -- Part 5: 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 Goals -- Part 6: Distributing Wealth at Death -- Chapter 19: Estate Planning -- Chapter 20: Philanthropy -- Part 7: 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 -- Glossary.

Get your financial life in order. This comprehensive and objective guidebook will help you grow your net worth on a steady and increasing basis, regardless of your income level. This new and expanded edition covers changes and strategies to maximize financial benefits and planning resulting from the recent tax legislation, beginning January 2018, and changes to the Affordable Care and Protection Act of 2010. Covering all the financial bases you can reasonably expect to confront in your lifetime, such as insurance, investing, income tax planning, Social Security, Medicare, and more, this vital resource begins with techniques to protect a consumer's personal and business assets. It then transitions into the wealth accumulation process and outlines tax management measures, as well as the distribution of wealth for higher education, retirement, and estate planning purposes. Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a no-nonsense, straightforward, and holistic view of the financial planning process. It is the one resource you need to become a more knowledgeable saver and translate those savings into the accumulation of future wealth. What You'll Learn: Insure yourself, your family, and your property against the possibility of significant loss Invest in financial or real assets--or both Implement effective tax planning and management techniques Distribute your estate at death to your intended beneficiaries in a tax-efficient manner Discover strategies to maximize financial health taking into consideration the new tax legislation, effective January 1, 2018.

ISBN: 9781484236376

Standard No.: 10.1007/978-1-4842-3637-6doiSubjects--Topical Terms:

772908
Finance, Personal
--Handbooks, manuals, etc.

LC Class. No.: HG179 / .F488 2018

Dewey Class. No.: 332.024

Plan your financial future = a comprehensive guidebook to growing your net worth /
LDR:04271nmm a2200325 a 4500 001 2145991
003 DE-He213
005 20181120152948.0
006 m d
007 cr nn 008maaau
008 190227s2018 cau s 0 eng d
020 $a 9781484236376 $q (electronic bk.)
020 $a 9781484236369 $q (paper)
024 7 $a 10.1007/978-1-4842-3637-6 $2 doi
035 $a 978-1-4842-3637-6
040 $a GP $c GP
041 0 $a eng
050 4 $a HG179 $b .F488 2018
072 7 $a KFF $2 bicssc
072 7 $a BUS027000 $2 bisacsh
082 0 4 $a 332.024 $2 23
090 $a HG179 $b .F431 2018
100 1 $a Fevurly, Keith R. $3 3332113
245 1 0 $a Plan your financial future $h [electronic resource] : $b a comprehensive guidebook to growing your net worth / $c by Keith R. Fevurly.
250 $a 2nd ed.
260 $a Berkeley, CA : $b Apress : $b Imprint: Apress, $c 2018.
300 $a xiii, 374 p. : $b ill., digital ; $c 24 cm.
505 0 $a Part 1: 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 2: 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 3: Accumulating Wealth -- Chapter 9: Investing in Financial Assets -- Chapter 10: Investing in Real Assets -- Chapter 11: Investing in Use Assets -- Part 4: Defending Wealth -- Chapter 12: Income Tax Planning and Management -- Chapter 13: Transfer Tax Planning and Management -- Chapter 14: Life Events that Endanger Wealth -- Part 5: 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 Goals -- Part 6: Distributing Wealth at Death -- Chapter 19: Estate Planning -- Chapter 20: Philanthropy -- Part 7: 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 -- Glossary.
520 $a Get your financial life in order. This comprehensive and objective guidebook will help you grow your net worth on a steady and increasing basis, regardless of your income level. This new and expanded edition covers changes and strategies to maximize financial benefits and planning resulting from the recent tax legislation, beginning January 2018, and changes to the Affordable Care and Protection Act of 2010. Covering all the financial bases you can reasonably expect to confront in your lifetime, such as insurance, investing, income tax planning, Social Security, Medicare, and more, this vital resource begins with techniques to protect a consumer's personal and business assets. It then transitions into the wealth accumulation process and outlines tax management measures, as well as the distribution of wealth for higher education, retirement, and estate planning purposes. Written by an expert and long-standing educator in the field of personal financial planning, Plan Your Financial Future is a no-nonsense, straightforward, and holistic view of the financial planning process. It is the one resource you need to become a more knowledgeable saver and translate those savings into the accumulation of future wealth. What You'll Learn: Insure yourself, your family, and your property against the possibility of significant loss Invest in financial or real assets--or both Implement effective tax planning and management techniques Distribute your estate at death to your intended beneficiaries in a tax-efficient manner Discover strategies to maximize financial health taking into consideration the new tax legislation, effective January 1, 2018.
650 0 $a Finance, Personal $v Handbooks, manuals, etc. $3 772908
650 1 4 $a Finance. $3 542899
650 2 4 $a Personal Finance/Wealth Management/Pension Planning. $3 2210051
650 2 4 $a Insurance. $3 636507
650 2 4 $a Investments and Securities. $3 2181990
650 2 4 $a Risk Management. $3 608953
650 2 4 $a Investment Appraisal. $3 2191345
650 2 4 $a Business and Management, general. $3 2162672
710 2 $a SpringerLink (Online service) $3 836513
773 0 $t Springer eBooks
856 4 0 $u http://dx.doi.org/10.1007/978-1-4842-3637-6
950 $a Economics and Finance (Springer-41170)