
Morningstar's 30-Minute Money Solutions A Step-by-Step Guide to Managing Your Finances
by Benz, ChristineBuy New
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Summary
Author Biography
Table of Contents
Foreword | p. xi |
Preface | p. xiii |
Acknowledgments | p. xix |
Find Your Baseline | p. 1 |
Calculate Your Net Worth | p. 5 |
See Where Your Money Goes | p. 11 |
Set Your Financial Goals | p. 17 |
Create a Budget | p. 23 |
Get Organized | p. 29 |
Create a Bill-Paying System | p. 33 |
Create a Filing System | p. 37 |
Create a Master Directory | p. 43 |
Find the Best Use of Your Money | p. 47 |
Determine Whether to Pay Down Debt of Invest | p. 51 |
Decide Where to Invest for Retirement | p. 59 |
Get Started in Investing | p. 65 |
Create an Emergency Fund | p. 69 |
Find the Right Stock/Bond Mix | p. 75 |
Create an Investment Policy Statement | p. 81 |
Invest for Short- and Intermediate-Term Goals | p. 89 |
Create a Hands-Off Long-Term Portfolio | p. 97 |
Invest in Your Company Retirement Plan | p. 105 |
Determine How Good Your Company Retirement Plan Is | p. 109 |
Decide between a Traditional and Roth 401(k) | p. 117 |
Select the Best Investments for Your Company Retirement Plan | p. 125 |
Make the Most of a Subpar 401(k) Plan | p. 131 |
Invest in an Ira | p. 137 |
Determine What Type of IRA is Best for You | p. 143 |
Identify the Best Investments for Your IRA | p. 147 |
Determine Whether to Convert Your IRA | p. 155 |
Roll Over Your Retirement Plan into an IRA | p. 163 |
Invest for College | p. 169 |
Find the Right College Savings Vehicle | p. 173 |
Find the Right 529 Plan | p. 181 |
Select the Right Investments for Your College Savings Plan | p. 187 |
Invest in Your Taxable Account | p. 197 |
Identify the Best Investments for Taxable Accounts | p. 201 |
Manage Your Portfolio for Tax Efficiency | p. 209 |
Harvest Tax Losses | p. 215 |
Invest During Retirement | p. 223 |
Determine Your Portfolio Withdrawal Rate | p. 227 |
Build an In-Retirement Portfolio | p. 233 |
Find the Right Sequence of In-Retirement Withdrawals | p. 241 |
Monitor Your Investments | p. 245 |
Conduct a Portfolio Checkup | p. 249 |
Rebalance Your Portfolio | p. 257 |
Cover Your Bases on Estate Planning | p. 263 |
Get Started on Your Estate Plan | p. 269 |
Handle Beneficiary Designations | p. 275 |
Create a Personal Legacy | p. 281 |
About the Author | p. 285 |
Index | p. 287 |
Table of Contents provided by Ingram. All Rights Reserved. |
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