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The procrastinator's bible for financial success : nine essential steps for planning, budgeting, and investing / Frank J. Eberhart.

By: Publication details: iUniverse Inc., New York, NY : 2008.Description: xiii, 156 p.; 24 cmISBN:
  • 9780595873821 :
  • 0595873820 :
Subject(s): LOC classification:
  • HG179 .E237 2008
Contents:
The planning process -- Nine steps for financial and estate planning success -- Estate planning checklist -- Personal/business information -- Personal/business budget -- How much life insurance do you need? -- Keeping track of your investments -- Asset allocation investment cycle and retirement needs analysis and budget -- Risk and reward questionnaire -- Understanding your investments -- Mutual fund checklistL items you need to address before investing -- Do it right: Learn before you invest -- All about bonds -- How to choose an advisor -- Did you know? a little trivia.

The planning process -- Nine steps for financial and estate planning success -- Estate planning checklist -- Personal/business information -- Personal/business budget -- How much life insurance do you need? -- Keeping track of your investments -- Asset allocation investment cycle and retirement needs analysis and budget -- Risk and reward questionnaire -- Understanding your investments -- Mutual fund checklistL items you need to address before investing -- Do it right: Learn before you invest -- All about bonds -- How to choose an advisor -- Did you know? a little trivia.

Includes bibliographical references.

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