30-minute money solutions : a step-by-step guide to managing your finances
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Table of Contents:
- Foreword
- Preface
- Acknowledgments
- Part 1: Find Your Baseline
- 1: Calculate your net worth
- 2: See where your money goes
- 3: Set your financial goals
- 4: Create a budget
- Part 2: Get Organized
- 5: Create a bill-paying system
- 6: Create a filing system
- 7: Create a master directory
- Part 3: Find The Best Use Of Your Money
- 8: Determine whether to pay down debt or to invest
- 9: Decide where to invest for retirement
- Part 4: Get Started In Investing
- 10: Create an emergency fund
- 11: Find the right stock/bond mix
- 12: Create an investment policy statement
- 13: Invest for short and intermediate-term goals
- 14: Create a hands-off long-term portfolio
- Part 5: Invest In Your Company Retirement Plan
- 15: Determine how good your company retirement plan is
- 16: Decide between a traditional and Roth 401(k)
- 17: Select the best investments for your company retirement plan
- 18: Make the most of a subpar 401(k) plan
- Part 6: Invest In An Ira
- 19: Determine what type of IRA is best for you
- 20: Identify the best investments for your IRA
- 21: Determine whether to convert your IRA
- 22: Roll over your retirement plan into an IRA
- Part 7: Invest For College
- 23: Find the right college savings vehicle
- 24: Find the right 529 plan
- Select the right investments for your college savings plan
- Part 8: Invest In Your Taxable Account
- 26: Identify the best investments for taxable accounts
- 27: Manage your portfolio for tax efficiency
- 28: Harvest tax losses
- Part 9: Invest During Retirement
- 29: Determine your portfolio withdrawal rate
- 30: Build an in-retirement portfolio
- 31: Find the right sequence of in-retirement withdrawals
- Part 10: Monitor Your Investments
- 32: Conduct a portfolio checkup
- 33: Rebalance your portfolio
- Part 11: Cover Your Bases On Estate Planning
- 34: Get started on your estate plan
- 35: Handle beneficiary designations
- 36: Create a personal legacy
- About the author
- Index.