Ernst and Young's Personal Financial Planning Guide

by Ernst & Young, Robert J. Garner, Robert B. Coplan

Begin Planning Now for a Lifetime of Financial Security! Drawing on the incomparable experience of Ernst & Young LLP, the renowned leaders in financial planning, the new Ernst & Young’s Personal Financial Planning Guide, Third Edition, remains the most comprehensive and trusted source of information for taking charge of your finances and planning for a secure financial future. This practical Guide contains all the tips and investment strategies you need to make sound financial decisions. It gives you the tools to size up your situation, determine your needs, and design a plan to meet your lifetime financial goals. The Guide gives you the benefit of two books in Part One explains the fundamentals, showing you step by step how to set goals, build wealth, manage your finances realistically, provide for your family through estate and investment planning, and protect your assets against unforeseen events. Part Two takes a unique planning approach, focusing on significant "life events" as they affect your finances. This allows you to work on the topics that are most important to you, with specific strategies you can use for different life situations, married • Saving for your children’s education • Buying or selling a home Dealing with aging parents • Starting a business • Planning for your retirement Plus, this updated edition covers the changes to the tax laws that Long-term capital gains • Charitable donors • Individual Retirement Accounts College savings • Self-employed individuals • Home ownership

446 pages, Paperback

First published September 10, 1999