Syndetics cover image
Image from Syndetics

30-minute money solutions : a step-by-step guide to managing your finances / Christine Benz.

By: Contributor(s): Material type: TextTextPublication details: Hoboken, N.J. : Wiley, c2010.Description: xx, 295 p. : ill. ; 24 cmISBN:
  • 0470481579 (cloth)
  • 9780470481578 (cloth)
  • 9780470918135 (pbk.)
Other title:
  • Thirty-minute money solutions
Subject(s):
Contents:
Foreword -- Preface -- Acknowledgments -- Part 1: Find Your Baseline -- 1: Calculate your net worth -- 2: See where your money goes -- 3: Set your financial goals -- 4: Create a budget -- Part 2: Get Organized -- 5: Create a bill-paying system -- 6: Create a filing system -- 7: Create a master directory -- Part 3: Find The Best Use Of Your Money -- 8: Determine whether to pay down debt or to invest -- 9: Decide where to invest for retirement -- Part 4: Get Started In Investing -- 10: Create an emergency fund -- 11: Find the right stock/bond mix -- 12: Create an investment policy statement -- 13: Invest for short and intermediate-term goals -- 14: Create a hands-off long-term portfolio -- Part 5: Invest In Your Company Retirement Plan -- 15: Determine how good your company retirement plan is -- 16: Decide between a traditional and Roth 401(k) -- 17: Select the best investments for your company retirement plan -- 18: Make the most of a subpar 401(k) plan -- Part 6: Invest In An Ira -- 19: Determine what type of IRA is best for you -- 20: Identify the best investments for your IRA -- 21: Determine whether to convert your IRA -- 22: Roll over your retirement plan into an IRA -- Part 7: Invest For College -- 23: Find the right college savings vehicle -- 24: Find the right 529 plan -- Select the right investments for your college savings plan -- Part 8: Invest In Your Taxable Account -- 26: Identify the best investments for taxable accounts -- 27: Manage your portfolio for tax efficiency -- 28: Harvest tax losses -- Part 9: Invest During Retirement -- 29: Determine your portfolio withdrawal rate -- 30: Build an in-retirement portfolio -- 31: Find the right sequence of in-retirement withdrawals -- Part 10: Monitor Your Investments -- 32: Conduct a portfolio checkup -- 33: Rebalance your portfolio -- Part 11: Cover Your Bases On Estate Planning -- 34: Get started on your estate plan -- 35: Handle beneficiary designat
Summary: From the Publisher: Quick financial advice for long-term financial stability-no matter where the stock market is heading. Individuals face money challenges today that were unimaginable just a few short years ago. How can you meet the money demands of housing, college savings, retirement, and other financial goals without spending all of your spare time focused on them? Morningstar's Director of Personal Finance, Christine Benz, gives you the tools for tackling your money challenges. This practical guide breaks down important financial tasks into digestible, doable chunks-each task taking just 30 minutes or less. To keep your finances on track, you'll also receive access to Benz's exclusive online tools and worksheets that allow you to apply her principles to your specific financial situation. Lays out the tools to get organized, including setting up a system for tracking your money and important financial documents, setting financial goals, and developing a budget and financial plan. Shows you how to match the right investments to your goals, whether you're just making your first investment or have an established portfolio of securities, using time-tested investment strategies and Morningstar insights. Coaches you on tackling other important tasks for a healthy financial life, such as estate planning and managing your taxes. Read Morningstar's 30-Minute Money Solutions in its entirety for a comprehensive money plan, or read select chapters to meet specific challenges, such as saving for college or reviving your ailing retirement plan. It's the ideal money guide for novices and experienced investors alike from the most-trusted name in investment research, Morningstar.
Holdings
Item type Home library Collection Call number Materials specified Status Date due Barcode Item holds
Adult Book Adult Book Dr. James Carlson Library NonFiction 332.024 B479 Checked out 05/13/2024 33111006516955
Adult Book Adult Book Main Library NonFiction 332.024 B479 Available 33111006405977
Total holds: 0

Enhanced descriptions from Syndetics:

The quick and easy way to manage money and achieve financial goals

The recent economic meltdown has left people in terrible financial shape with little idea of how to turn things around. Using Morningstar's time-tested strategies and sensible approach to money management, Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances breaks down important financial tasks into do-able chunks, each of which can be accomplished in 30 minutes or less. The practical, no-nonsense book

Lays out the tools to get organized, including how to create a filing and bill paying system Details how to find the best uses for one's money, as well as how to properly invest for savings, college, and retirement Other titles by Benz: Morningstar® Guide to Mutual Funds: Five Star Strategies for Success

These are uncertain times. Morningstar's 30-Minute Money Solutions provides expert guidance on all aspects of personal money management, and it does so in quick, easily digestible steps.

Includes index.

Foreword -- Preface -- Acknowledgments -- Part 1: Find Your Baseline -- 1: Calculate your net worth -- 2: See where your money goes -- 3: Set your financial goals -- 4: Create a budget -- Part 2: Get Organized -- 5: Create a bill-paying system -- 6: Create a filing system -- 7: Create a master directory -- Part 3: Find The Best Use Of Your Money -- 8: Determine whether to pay down debt or to invest -- 9: Decide where to invest for retirement -- Part 4: Get Started In Investing -- 10: Create an emergency fund -- 11: Find the right stock/bond mix -- 12: Create an investment policy statement -- 13: Invest for short and intermediate-term goals -- 14: Create a hands-off long-term portfolio -- Part 5: Invest In Your Company Retirement Plan -- 15: Determine how good your company retirement plan is -- 16: Decide between a traditional and Roth 401(k) -- 17: Select the best investments for your company retirement plan -- 18: Make the most of a subpar 401(k) plan -- Part 6: Invest In An Ira -- 19: Determine what type of IRA is best for you -- 20: Identify the best investments for your IRA -- 21: Determine whether to convert your IRA -- 22: Roll over your retirement plan into an IRA -- Part 7: Invest For College -- 23: Find the right college savings vehicle -- 24: Find the right 529 plan -- Select the right investments for your college savings plan -- Part 8: Invest In Your Taxable Account -- 26: Identify the best investments for taxable accounts -- 27: Manage your portfolio for tax efficiency -- 28: Harvest tax losses -- Part 9: Invest During Retirement -- 29: Determine your portfolio withdrawal rate -- 30: Build an in-retirement portfolio -- 31: Find the right sequence of in-retirement withdrawals -- Part 10: Monitor Your Investments -- 32: Conduct a portfolio checkup -- 33: Rebalance your portfolio -- Part 11: Cover Your Bases On Estate Planning -- 34: Get started on your estate plan -- 35: Handle beneficiary designat

From the Publisher: Quick financial advice for long-term financial stability-no matter where the stock market is heading. Individuals face money challenges today that were unimaginable just a few short years ago. How can you meet the money demands of housing, college savings, retirement, and other financial goals without spending all of your spare time focused on them? Morningstar's Director of Personal Finance, Christine Benz, gives you the tools for tackling your money challenges. This practical guide breaks down important financial tasks into digestible, doable chunks-each task taking just 30 minutes or less. To keep your finances on track, you'll also receive access to Benz's exclusive online tools and worksheets that allow you to apply her principles to your specific financial situation. Lays out the tools to get organized, including setting up a system for tracking your money and important financial documents, setting financial goals, and developing a budget and financial plan. Shows you how to match the right investments to your goals, whether you're just making your first investment or have an established portfolio of securities, using time-tested investment strategies and Morningstar insights. Coaches you on tackling other important tasks for a healthy financial life, such as estate planning and managing your taxes. Read Morningstar's 30-Minute Money Solutions in its entirety for a comprehensive money plan, or read select chapters to meet specific challenges, such as saving for college or reviving your ailing retirement plan. It's the ideal money guide for novices and experienced investors alike from the most-trusted name in investment research, Morningstar.

Powered by Koha