Between rising housing prices and the long bull stock market, inheriting an estate of several hundred thousand dollars, or even $1 million, is no longer terribly unusual. Windfall: Managing Sudden Wealth So It Doesn't Manage You is a practical guide to making the most of inheritances and other significant windfalls. While being in charge of a great deal of money is a wonderful thing, there's often a real emotional conflict. It can be hard to decide what's right for you.
Sprache
Verlagsort
Verlagsgruppe
Zielgruppe
Für Grundschule und weiterführende Schule
Maße
Breite: 244 mm
Dicke: 31 mm
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ISBN-13
978-0-02-864205-5 (9780028642055)
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Schweitzer Klassifikation
Marla Brill, founder and creator of Brill's Mutual Funds Interactive (fundsinteractive.com) and cofounder of MyFinancialAdvisor.com, is best known as the definitive source for mutual fund information in today's financial world. She is an experienced financial journalist and former associate editor of Kiplinger's Personal Finance Magazine. Her "Money Managers" column appeared in The Boston Globe for more than five years, and she has written for numerous publications, including Mutual Funds magazine, Your Money magazine, Investors' Business Daily, Financial Advisor, and Investment Advisor. She is a graduate of Rutgers University and lives in Massachusetts.
Introduction. 1. Will Money Make You Happy? 2. Heir Apparent. 3. Estate Planning: The Next Step. 4. Moving Forward: Handling the Legacy. 5. Coping with Your Reaction. 6. Stock Incentive Plans. 7. 401(k) Plans. 8. Other Windfall Events. 9. Do You Need a Financial Advisor? 10. Interest-Bearing Investments: The Beauty of Boring. 11. Stocks: Pumping Up Performance. 12. The Investment Menu. 13. Putting It All Together: Your Game Plan. 14. Tackling Taxes. 15. The Greater Good. 16. Family, Friends, and You. Appendix: More From the Answer Desk. Index.
