Manage Your Financial Life (eBook)

Just Starting Out

Nancy Doyle (Autor)

eBook Download: EPUB

2018
206 Seiten
The Doyle Group (Verlag)
978-0-9976097-3-8 (ISBN)

Infos

Manage Your Financial Life: Just Starting Out is an approachable, comprehensive guide to understanding finance and investing topics. With thirty years' experience in wealth management, finance, and investing, Nancy Doyle has the insight to help those just starting out become more knowledgeable and more confident regarding their personal finances.When it comes to money, independence and objectivity are essential. Nancy Doyle offers a unique perspective as an independent consultant, author, and advocate for financial literacy. Ms. Doyle do not work for nor has partnered with any financial services companies.The book is particularly helpful to those in the early years of their careers facing multiple savings goals and financial commitments. It provides an easy system for getting organized, analyzing your financial profile, educating yourself about investing, and putting your money to work.It's time to get started!

Inhalt

Part 1 Get OrganizedChapter 1 Spring-CleaningStep 1: Get ReadyStep 2: Gather DocumentsStep 3: Sort through ThingsStep 4: Implement a System for Keeping Track of InformationOther Topics for Your Financial Spring-CleaningChapter 2 In Case of Emergency, or ICEStep 1: Create an ICE FileStep 2: Create an ICE Plan Part 2 Analyze Your Financial ProfileChapter 3 Analyze Your NumbersStep 1: Create a Personal Income StatementStep 2: Determine Your Net WorthStep 3: Focus on Cash Flow, Not Just IncomeChapter 4 Analyze Your RiskStep 1: Analyze Your Sources of IncomeStep 2: Evaluate Your CreditworthinessStep 3: Have a Plan to Pay Off DebtStep 4: Examine Your Insurance CoverageStep 5: Consider Other Risks and Exposures     Part 3 Educate Yourself About InvestingChapter 5 Some Fundamental ConceptsSupply and DemandYield, Total Return, and CompoundingRiskLiquidityConcentration and DiversificationFeesTax EfficiencyChapter 6 Investable Assets: What to Invest InThe Capital MarketsCommon Types of Investable AssetsOther Types of Investable AssetsChapter 7 Types of Investment Structures: Ways to InvestIndividual AccountsMutual FundsExchange Traded Funds, or ETFsChapter 8 Types of Investment Accounts: Why to InvestTaxable AccountsRetirement AccountsAnnuities529 PlansPutting Everything to WorkPart 4 Save and Invest Your MoneyChapter 9 Determine Your Savings Goals: What Are You Investing For?Imminent Need: Emergency FundLong-Term Need: Retirement SavingsIntermediate-Term Needs: Down Payment, School, Other GoalsTime Is Your FriendHow to Save for Multiple GoalsOne More Goal: Investing in OthersChapter 10 Achieving Your Savings Goals: How Will You Get There?Assumptions for Investment Returns and Growing Your SavingsChapter 11 Evaluate Your Investing Choices: What Allocation Makes Sense for You?Chapter 12 Consider Methods: Who Will Do the Investing?Going SoloWorking with a ProfessionalChapter 13 Evaluate Metrics for Potential Investments: Which Investments Are Best?Performance MetricsOther Metrics and FactorsHaving a Sell DisciplineChapter 14 Monitor Your Investments: How Are You Doing?PerformanceLook for Overlap Across Your InvestmentsRebalanceGoing Forward NotesIndex

Produkt-Details

• Erscheint lt. Verlag: 25.5.2018
• Sprache: englisch
• Themenwelt: Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse
• Themenwelt: Sachbuch/Ratgeber ► Gesundheit / Leben / Psychologie ► Lebenshilfe / Lebensführung
• Themenwelt: Wirtschaft
• Schlagworte: Budget • credit cards • Investing • just starting out • personal finance • retirement account • savings goals • Student Loans
• ISBN-10: 0-9976097-3-7 / 0997609737
• ISBN-13: 978-0-9976097-3-8 / 9780997609738