Personal Financial Fitness: a Practical Guide to Improve the Health of Your Wealth

Third Edition

Allen Klosowski

Bibliographic record and links to related information available from the Library of Congress catalog
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SECTION I FINANCIAL PLANNING-AN OVERVIEW
          What Is Personal Financial Planning?
          A Greater Need for Financial Planning
          Do I Need the Services of a Financial Planner?
          The Financial Planning Process

SECTION II EXAMINE AND DIAGNOSE-DETERMINING YOUR
          FINANCIAL CONDITION
          Taking Your Financial Pulse
          Think and Grow Rich
          Goal Setting-Do It Now!
          Three Important Financial Statements
          Budgeting
          The Role of Insurance in Financial Planning

SECTION III AN RX FOR INVESTMENT AND TAX PLANNING
          Making Your Money Work for You
          Eight Factors Influencing Your Investment Decisions
          Qualified Retirement Plans
          Taxability of Retirement Distributions
          Annuities
          Investment Chart
          Investment Glossary
          Prescribing Your Own Investment Medicine

SECTION IV PLANNING FOR THE FUTURE
          College Funding
          Retirement Planning
          Social Security and Medicare
          Estate Planning
          Estate Planning Glossary
          Planned Giving Arrangements

SECTION V CASE STUDIES

SECTION VI MONITOR THE RESULTS
          The Financial Fitness Exam
          How to Choose a Financial Planner
          Personal Action Schedule

          APPENDIX A-RECORD OF IMPORTANT FINANCIAL INFORMATION
          B-COMPOUND INTEREST TABLES
          C-RESOURCE INFORMATION FOR RETIREES
          D-THE INDIVIDUAL RETIREMENT ACCOUNT (IRA)