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

By: Benz, Christine.
Contributor(s): Morningstar, Inc.
Publisher: Hoboken, N.J. : John Wiley, c2010Description: xx, 295 p. : ill. ; 24 cm.ISBN: 9780470481578 (hbk.); 0470481579 (hbk.); 9780470918135 (pbk.).Other title: Thirty-minute money solutions.Subject(s): Finance, Personal | InvestmentsDDC classification: 332.024
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.
Item type Current location Shelf location Call number Copy number Status Notes Date due Barcode
Graduate Collection Taylor's Library-TU

Floor 3, Shelf 5 , Side 2, TierNo 5, BayNo 4

 332.024 BEN 2010 (Browse shelf) 1 Available TBSxx,44001,02,AD 5000124560

Includes index.

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.