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Synopsis:
This incredible guide helps practitioners see what they should be telling clients--and helps your customers understand more about the services you provide. Knowing what to ask will help investors take better control of their financial life and increase the value of advice that’s purchased from financial planners, tax accountants, lawyers, stockbrokers and insurance agents.
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Jacket Description:
Take better control of your finances and greatly increase the value of advice you buy from financial planners, lawyers, stockbrokers, and insurance agents. Covers eight key areas of planning: investing, insurance, buying or selling a house, negotiating prenuptial and divorce agreements, tax planning, estate planning, retirement planning, and coping with job loss.
Now, readers can learn how to talk the talk with their financial advisers: tax accountants, lawyers, stockbrokers, insurance agents, and financial planners-and break through the mass of financial facts, fallacies, and opinions to get specific answers. With more than 80 on-target questions, Newsday personal-finance columnist Lynn Brenner draws on real situations described by her readers. She addresses common dilemmas that arise in: * Investing * Insurance * Buying or selling a house * Prenuptial agreements or divorce agreements * Tax and estate planning * Living on your 401(k) and IRAs in retirement * Coping with job loss * Winner of the Independent Publisher's 1998 Small Press Book Award * Updated with information about the new Roth IRA * Covers the 8 key areas of financial planning
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Table of Contents:
Chapter 1
Investing
Figuring out where you stand financilly and designing strategies to meet your goals
Chapter 2
Marriage and Divorce
Financially speaking, a successful coming together of splitting apart is not possible without planning
Chapter 3
Your House
How to make the most of your single biggest investment-and tax break
Chapter 4
Insurance
A vital part of any financial plan, it's also the hardest financial product to understand
Chapter 5
Estate Planning
Reaching the twin goals of reducing taxes and controlling the distribution of assets
Chatper 6
Losing Your Job
Know your options regarding severance pay, pension, plans and health insurance
Chapter 7
Taxes
The Laws change, the gray areas are numerous and the impact is year-long
Chapter 8
Retirement
Contributing to-and withdrawing from-IRAs 401(k)s, and Social Security
Epilogue
Finding Financial Advisers
Tips for locating the right planners, accountants, lawyers, stockbrokers, and insurance agents
Appendix
Index
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