One Year to an Organized Financial Life From Your Bills to Your Bank Account, Your Home to Your Retirement, the Week-by-Week Guide to Achieving Financial Peace of Mind
by Leeds, Regina; Wild, RussellFormat: Paperback
Pub. Date: 2009-12-29
Publisher(s): Da Capo Lifelong Books
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Summary
Have unopened statements piled up on your countertop? Is the interest rate on your credit cards a mystery? Are you forever losing receipts for items you meant to return? And are you afraid to look at the balance of your retirement account?
Author Biography
Regina Leeds, a professional organizer, has brought order to home and work environments for two decades. She lives in Toluca Lake, California.
Russell Wild is a NAPFA-certified financial advisor and the principal of Global Portfolios. He lives in Allentown, Pennsylvania.
Table of Contents
| Introduction | p. l |
| January: Take Control | p. 9 |
| Uncover the Origins of Your Relationship with Money | p. 11 |
| Clean Out What You Carry | p. 16 |
| Streamline Your Home Office Space | p. 21 |
| Set Up a Financial File System | p. 27 |
| February: Assess Your Finances | p. 35 |
| Pay Your Bills on Time | p. 37 |
| Determine Your Income and Fixed Expenses | p. 42 |
| Determine Your Variable Expenses | p. 45 |
| Take a Fresh Look at Your Expenses | p. 47 |
| March: Get Ready for Taxes | p. 52 |
| Decide Which Documents to Save | p. 53 |
| Stop the Paper Stacks | p. 56 |
| Prepare Your Tax Returns | p. 59 |
| Signed, Sealed, Delivered | p. 64 |
| April: Spend Less, Save More | p. 68 |
| Reduce Your Expenses | p. 70 |
| Harness Your Marketability | p. 79 |
| Working with Your Budget | p. 84 |
| Banking Made Brighter | p. 86 |
| May: Borrow Smart | p. 92 |
| Lower Your Cost of Credit | p. 94 |
| Curb Credit Card Spending | p. 98 |
| Reduce and Rejoice | p. 102 |
| Protect Your Identity | p. 104 |
| June: Build a Nest Egg | p. 108 |
| Establish a Retirement Plan | p. 110 |
| Calculate How Much You Need to Save | p. 114 |
| Assess How Much Risk You Can Afford | p. 116 |
| Max Out Where It Pays | p. 120 |
| July: Make Long-Range Financial Plans | p. 124 |
| Decide Whether You Need a Financial Advisor | p. 126 |
| Maintain Your Portfolio | p. 130 |
| Draw Up a Will and Trust | p. 134 |
| Review Your Beneficiary Forms | p. 140 |
| August: Refinance and Downsize Options | p. 143 |
| Look for Downsizing Opportunities | p. 145 |
| Clear the Clutter, Room by Room | p. 154 |
| Hold a Yard Sale | p. 160 |
| Determine If You Should Refinance | p. 165 |
| September: Children and Money | p. 173 |
| Frugality for Parents | p. 175 |
| Educate Your Children about Money | p. 180 |
| Save for College | p. 183 |
| How Your Child Can Contribute | p. 188 |
| October: Protect Your Assets | p. 193 |
| Medical Insurance | p. 195 |
| Homeowner's and Renter's Policies | p. 202 |
| Disability and Long-Term Care Coverage | p. 205 |
| Planes, Trains, and Automobiles | p. 208 |
| November: The Season for Sane Spending | p. 212 |
| Holiday Budget | p. 214 |
| Gift-Giving | p. 217 |
| Family Gatherings | p. 225 |
| Holiday Travel | p. 229 |
| December: Year-End Money Moves | p. 234 |
| Tasks for Every December | p. 236 |
| Tax-Loss Harvesting | p. 238 |
| Charitable Giving | p. 240 |
| Move Smoothly into the Future | p. 243 |
| Acknowledgments | p. 249 |
| Resources | p. 251 |
| Index | p. 259 |
| Table of Contents provided by Ingram. All Rights Reserved. |
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