Overview
Main description
Plan for a bright financial future
Planning for your kids' college tuition and your own retirement is a lot more difficult today than it was for your parents. Self-directed retirement accounts like 401(k)s and IRAs as well as tax-deferred college savings plans require you to make your own savings and investment decisions. That's why you need Financial Planning Demystified.
Written by Paul Lim, Chief Financial Correspondent for U.S. News & World Report, this book begins by focusing on assets and liabilities and discusses ways to save money, avoid debt, and maintain good credit. Then, you'll get a thorough overview of different types of investments, such as stocks, bonds, mutual funds, real estate investments, and more. Finally, you'll find easy-to-follow advice on how to organize and protect your financial accounts.
This quick and easy guide features:
- Checklists and questionnaires to help you plan
- Proven advice from a financial expert
- Helpful charts and tables
- A quiz at the end of each chapter to reinforce learning and pinpoint weaknesses
- A final exam at the end of the book
- No unnecessary technical jargon
Packed with clear explanations and priceless tips from a pro, Financial Planning Demystified is your shortcut to planning for a lifetime of income.
Table of contents
Introduction to Financial Planning
Part I: Corporate Investments
Part II: Government Investments
Part III: Real Estate Investments
Part IV: Employer Investments
Part V: Individual Investments
Final Exam
Glossary
Answer Key
Index
Author comments
Paul J. Lim is chief financial correspondent for U.S. News and World Report magazine and writes an investing column for the New York Times. He is the author of Investing Demystified.
