- Subjects
- Published
-
Cambridge, Mass. :
Da Capo Lifelong
c2010.
- Language
- English
- Main Author
- Other Authors
- Edition
- 1st Da Capo Press ed
- Physical Description
- viii, 271 p. ; 24 cm
- Bibliography
- Includes bibliographical references and index.
- ISBN
- 9780738213675
- Introduction
- 1. January: Take Control
- Week 1. Uncover the Origins of Your Relationship with Money
- Week 2. Clean Out What You Carry
- Week 3. Streamline Your Home Office Space
- Week 4. Set Up a Financial File System
- 2. February: Assess Your Finances
- Week 1. Pay Your Bills on Time
- Week 2. Determine Your Income and Fixed Expenses
- Week 3. Determine Your Variable Expenses
- Week 4. Take a Fresh Look at Your Expenses
- 3. March: Get Ready for Taxes
- Week 1. Decide Which Documents to Save
- Week 2. Stop the Paper Stacks
- Week 3. Prepare Your Tax Returns
- Week 4. Signed, Sealed, Delivered
- 4. April: Spend Less, Save More
- Week 1. Reduce Your Expenses
- Week 2. Harness Your Marketability
- Week 3. Working with Your Budget
- Week 4. Banking Made Brighter
- 5. May: Borrow Smart
- Week 1. Lower Your Cost of Credit
- Week 2. Curb Credit Card Spending
- Week 3. Reduce and Rejoice
- Week 4. Protect Your Identity
- 6. June: Build a Nest Egg
- Week 1. Establish a Retirement Plan
- Week 2. Calculate How Much You Need to Save
- Week 3. Assess How Much Risk You Can Afford
- Week 4. Max Out Where It Pays
- 7. July: Make Long-Range Financial Plans
- Week 1. Decide Whether You Need a Financial Advisor
- Week 2. Maintain Your Portfolio
- Week 3. Draw Up a Will and Trust
- Week 4. Review Your Beneficiary Forms
- 8. August: Refinance and Downsize Options
- Week 1. Look for Downsizing Opportunities
- Week 2. Clear the Clutter, Room by Room
- Week 3. Hold a Yard Sale
- Week 4. Determine If You Should Refinance
- 9. September: Children and Money
- Week 1. Frugality for Parents
- Week 2. Educate Your Children about Money
- Week 3. Save for College
- Week 4. How Your Child Can Contribute
- 10. October: Protect Your Assets
- Week 1. Medical Insurance
- Week 2. Homeowner's and Renter's Policies
- Week 3. Disability and Long-Term Care Coverage
- Week 4. Planes, Trains, and Automobiles
- 11. November: The Season for Sane Spending
- Week 1. Holiday Budget
- Week 2. Gift-Giving
- Week 3. Family Gatherings
- Week 4. Holiday Travel
- 12. December: Year-End Money Moves
- Week 1. Tasks for Every December
- Week 2. Tax-Loss Harvesting
- Week 3. Charitable Giving
- Week 4. Move Smoothly into the Future
- Acknowledgments
- Resources
- Index