Advertisement

© 2018

Plan Your Financial Future

A Comprehensive Guidebook to Growing Your Net Worth

Book
  • 21k Downloads

Table of contents

  1. Front Matter
    Pages i-xiii
  2. The Financial-Planning Process

    1. Front Matter
      Pages 1-1
    2. Keith R. Fevurly
      Pages 19-29
  3. Protecting Yourself, Your Family, and Your Property

    1. Front Matter
      Pages 47-47
    2. Keith R. Fevurly
      Pages 49-57
    3. Keith R. Fevurly
      Pages 59-77
    4. Keith R. Fevurly
      Pages 79-86
    5. Keith R. Fevurly
      Pages 87-99
    6. Keith R. Fevurly
      Pages 101-116
  4. Accumulating Wealth

    1. Front Matter
      Pages 117-117
    2. Keith R. Fevurly
      Pages 119-136
    3. Keith R. Fevurly
      Pages 137-146
    4. Keith R. Fevurly
      Pages 147-157
  5. Defending Wealth

    1. Front Matter
      Pages 159-159
    2. Keith R. Fevurly
      Pages 161-173
    3. Keith R. Fevurly
      Pages 175-187
    4. Keith R. Fevurly
      Pages 189-206
  6. Distributing Wealth During Your Lifetime

    1. Front Matter
      Pages 207-207

About this book

Introduction

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

Keywords

finance financial planning Wealth Management Insurance assets investment income tax budget estate personal finance Budgeting Money Management Retirement Planning

Authors and affiliations

  1. 1.METROPOLITAN STATE UNIV OF DENVERDENVERUSA

About the authors

Keith R. Fevurly is currently an investment advisor with Integra Financial, Inc., and a senior lecturer in finance at Metropolitan State University of Denver. He also conducts a private practice in estate planning in Centennial, Colorado. Previously, he served as the vice president of education at the College for Financial Planning, Denver, Colorado and also served as the executive director of Kaplan Financial’s financial planning program. Dr. Fevurly has assisted in the financial education of approximately 50,000 financial planners and authored more than 20 refereed articles on financial planning. He was a member of the Editorial Review Board of the Journal of Financial Planning, which is the major academic and professional journal for personal financial planners for over 20 years; and he has written proprietary textbooks on investment planning, income-tax planning, and estate planning for Kaplan University. He is a licensed attorney in the states of Colorado and Kansas and has been a CFP certificant since 1986.

Bibliographic information

Industry Sectors
Finance, Business & Banking