Research Catalog

Title

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

Author

Benz, Christine.

Publication

Hoboken, N.J. : Wiley, c2010.

Items in the Library & Off-site

Details

Additional Authors

Morningstar, Inc.

Description

xx, 295 p. : ill.; 24 cm.

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.

Alternative Title

Thirty-minute money solutions

Subjects

• Investments
• Finance, Personal

Note

• Includes index.

Contents

Calculate your net worth -- See where your money goes -- Set your financial goals -- Create a budget -- Create a bill-paying system -- Create a filing system -- Create a master directory -- Determine whether to pay down debt or to invest -- Decide where to invest for retirement -- Create an emergency fund -- Find the right stock/bond mix -- Create an investment policy statement -- Invest for short and intermediate-term goals -- Create a hands-off long-term portfolio -- Determine how good your company retirement plan is -- Decide between a traditional and Roth 401(k) -- Select the best investments for your company retirement plan -- Make the most of a subpar 401(k) plan -- Determine what type of IRA is best for you -- Identify the best investments for your IRA -- determine whether to convert your IRA -- Roll over your retirement plan into an IRA -- Find the right college savings vehicle -- Find the right 529 plan -- Select the right investments for your college savings plan -- Identify the best investments for taxable accounts -- Manage your portfolio for tax efficiency -- Harvest tax losses -- Determine your portfolio withdrawal rate -- Build an in-retirement portfolio -- Find the right sequence of in-retirement withdrawals -- Conduct a portfolio checkup -- Rebalance your portfolio -- Get started on your estate plan -- Handle beneficiary designations -- Create a peronal legacy.

Call Number

JBE 17-918

ISBN

• 9780470481578 (cloth)
• 0470481579 (cloth)
• 9780470918135 (pbk.)
• 0470918136 (pbk.)

LCCN

2009041412

OCLC

457767087

Author

Benz, Christine.

Title

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

Imprint

Hoboken, N.J. : Wiley, c2010.

Added Author

Morningstar, Inc.

Research Call Number

JBE 17-918