You are not signed in. Sign in.

List Books: Buy books on ListBooks.org

Personal Finance Workbook For Dummies »

Book cover image of Personal Finance Workbook For Dummies by Sheryl Garrett

Authors: Sheryl Garrett
ISBN-13: 9780470099339, ISBN-10: 047009933X
Format: Paperback
Publisher: Wiley, John & Sons, Incorporated
Date Published: November 2007
Edition: (Non-applicable)

Find Best Prices for This Book »

Author Biography: Sheryl Garrett

Sheryl Garrett, CFP, is the founder of the Garrett Planning Network, an international network of fee-only, hourly-based financial advisors.

Book Synopsis

From spending and saving to investing wisely, get on the road to financial fitness

Need to get a handle on your personal finances? No problem — this practical, hands-on workbook shows you how to assess your situation and manage your money, walking you through a private financial counseling session. From budgeting and using credit wisely to planning for large expenses and determining your insurance needs, you'll discover how to make smarter financial decisions. Plus, the featured worksheets and checklists help you manage your day-to-day spending and plan for a robust financial future.

Discover how to:

  • Take stock of your financial history and determine your net worth

  • Build a personal financial plan that meets your saving and investing goals

  • Develop good spending habits — and get out of debt

  • Grow your wealth and protect your assets

Table of Contents

Introduction.

Part I: Getting on the Road to Financial Fitness.

Chapter 1: Exploring Money in Your Life.

Chapter 2: Getting Your Financial House in Order.

Chapter 3: Analyzing Your Cash Flow.

Chapter 4: Changing Your Dreams into Goals.

Part II: Getting the Most Out of Your Money.

Chapter 5: Using Credit Wisely.

Chapter 6: Spending Thoughtfully.

Chapter 7: Involving Your Family in Personal Finance.

Chapter 8: Minimizing Taxes.

Part III: Thinking about the Future.

Chapter 9: Planning for Big-Ticket Purchases.

Chapter 10: Funding Your Kids’ College Education.

Chapter 11: Saving for Retirement.

Chapter 12: Thinking about When You’re Gone: Estate Planning.

Part IV: Building and Managing Wealth.

Chapter 13: Evaluating Your Current Portfolio.

Chapter 14: Maximizing Investment Strategies.

Part V: Protecting Your Assets.

Chapter 15: Managing Risk with Insurance.

Chapter 16: Exploring Your Insurance Options.

Chapter 17: Figuring Out What Life Insurance You Need.

Chapter 18: Insuring Your Property.

Chapter 19: Protecting Your Privacy.

Chapter 20: Finding and Hiring the Right Advisor (If You Need One).

Part VI: The Part of Tens.

Chapter 21: Ten Easy Ways to Trim Your Budget.

Chapter 22: Ten Tips on Getting Organized.

Chapter 23: Ten Scams to Avoid.

Chapter 24: Ten Types of Insurance You Don’t Really Need to Buy.

Index.

Subjects