Morningstar's 30-Minute Money Solutions : A Step-by-Step Guide to Managing Your Finances
by Christine BenzFormat: eBook
Pub. Date: 2009-12-01
Publisher(s): Wiley
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Summary
The quick and easy way to manage money and achieve financial goalsThe recent economic meltdown has left people in terrible financial shape with little idea of how to turn things around. Using Morningstar's time-tested strategies and sensible approach to money management, Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances breaks down important financial tasks into do-able chunks, each of which can be accomplished in 30 minutes or less. The practical, no-nonsense book Lays out the tools to get organized, including how to create a filing and bill paying system Details how to find the best uses for one's money, as well as how to properly invest for savings, college, and retirement Other titles by Benz: Morningstar Guide to Mutual Funds: Five Star Strategies for SuccessThese are uncertain times. Morningstar's 30-Minute Money Solutions provides expert guidance on all aspects of personal money management, and it does so in quick, easily digestible steps.
Table of Contents
| Foreword | |
| Preface | |
| Acknowledgments | |
| Find Your Baseline | |
| Calculate Your Net Worth | |
| See Where Your Money Goes | |
| Set Your Financial Goals | |
| Create a Budget | |
| Get Organized | |
| Create a Bill-Paying System | |
| Create a Filing System | |
| Create a Master Directory | |
| Find The Best Use of Your Money | |
| Determine Whether to Pay Down Debt or Invest | |
| Decide Where to Invest for Retirement | |
| Get Started in Investing | |
| Create an Emergency Fund | |
| Find the Right Stock/Bond Mix | |
| Create an Investment Policy Statement | |
| Invest for Short- and Intermediate-Term Goals | |
| Create a Hands-Off Long-Term Portfolio | |
| Invest in Your Company Retirement Plan | |
| Determine How Good Your Company Retirement Plan Is | |
| Decide between a Traditional and Roth 401(k) | |
| Select the Best Investments for Your Company Retirement Plan | |
| Make the Most of a Subpar 401(k) Plan | |
| Invest In An Ira | |
| Determine What Type of IRA Is Best for You | |
| Identify the Best Investments for Your IRA | |
| Determine Whether to Convert Your IRA | |
| Roll Over Your Retirement Plan into an IRA | |
| Invest for College | |
| Find the Right College Savings Vehicle | |
| Find the Right 529 Plan | |
| Select the Right Investments for Your College Savings Plan | |
| Invest In Your Taxable Account | |
| Identify the Best Investments for Taxable Accounts | |
| Manage Your Portfolio for Tax Efficiency | |
| Harvest Tax Losses | |
| Invest During Retirement | |
| Determine Your Portfolio Withdrawal Rate | |
| Build an In-Retirement Portfolio | |
| Find the Right Sequence of In-Retirement Withdrawals | |
| Monitor Your Investments | |
| Conduct a Portfolio Checkup | |
| Rebalance Your Portfolio | |
| Cover Your Bases on Estate Planning | |
| Get Started on Your Estate Plan | |
| Handle Beneficiary Designations | |
| Create a Personal Legacy | |
| About the Author | |
| Index | |
| Table of Contents provided by Publisher. All Rights Reserved. |
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