Bedford Public Library

Does this make my assets look fat?, a woman's guide to finding financial empowerment and success, Susan L. Hirshman

eng

no index present

non fiction

Does this make my assets look fat?

Susan L. Hirshman

a woman's guide to finding financial empowerment and success

Offers a detailed guide to helping women understand their financesAs Susan Hirshman sees it, the rules of successful dieting are the same rules that apply to successful money management. In this upbeat and informative guide she offers women a 3-phase personalized plan that follows common dieting programs to help them understand their finances. The structure of the book is consistent with that of a typical diet book - it includes an evaluation phase, an induction phase, and a maintenance regimen. Susan offers specific advice on topics that matter most to women including how to develop realistic and attainable goals, how to make smart financial decisions, how to determine the best way to invest based on a reader's 'investment personality', and how and when to get professional help from a financial advisor all while relating it back to a theme that practically every woman has experienced at least once in her life ' dieting!. Susan's program completely removes the intimidation factor that often accompanies the words 'personal finance' and 'investing' and provides women with all the information they need to take control of their financial situations once and for all

1. The choice is yours : Setting your goals ; What's in my bucket? ; Calculating the costs of goals -- 2. Naked in front of the mirror : Stepping on the financial scales: your net worth statement ; Cash flow: your financial calorie counter ; Facing facts ; The five phases of your financial life ; Keeping it real -- 3. The four basic food groups : Fruits and vegetables: cash and liquid equivalents ; Proteins and carbs: stocks ; A smorgasbord of stocks ; Dairy: bonds ; Fats: alternative investments -- 4. Portion control : Asset allocation: a balance between risk and reward ; Personal risk profile ; Caution for couples -- 5. Going shopping : Packaged investments ; Mutual funds ; Separately managed accounts ; Exchange-traded funds ; Closed-end funds ; Hedge funds ; Variable annuities -- 6. Banquet or simple snack? It's your choice : Determining your complexity quotient ; Fast-food junkie investor ; Convenience food connoisseur investor ; Sophisticate investor ; Gourmand investor -- 7. Keeping up : Portfolio review process ; Headline Hannah ; Obsessive Olivia ; Anchored Annie ; Indecisive Iris -- 8. Protecting yourself from sabotage : The first D: disability ; The second D: dementia ; The third D: death ; The fourth D: destruction ; The fifth D: divorce -- 9. The buddy system : Selecting a financial adviser ; Starting the search for an adviser ; The due diligence process ; Breaking up is hard to do -- 10. Passing it on : Estate planning ; Estate tax minimization ; Lifetime gifting ; Estate-planning documents ; Irrevocable trusts ; Special considerations for second marriages ; Special considerations for unmarried or nontraditional couples ; Special considerations for the newly divorced ; Special considerations for singles ; Special considerations for special-needs children ; Special considerations for pets