财富的最优规划Moving up to millions
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作者： Kathleen Connell 著
出 版 社：
出版时间： 2007-8-1字数：版次： 1页数： 190印刷时间： 2007/08/01开本： 16开印次： 1纸张： 胶版纸I S B N ： 9780470131817包装： 精装编辑推荐
作者简介：Kathleen Connell is currently President of the Connell Group, an investment advisory firm located in Washington, DC. She also teaches international finance and corporate goverance at the UC Berkeley Haas Graduate School of Business. Dr. Connell has twenty-five years of experience in the field of finance and served as a trustee for CalPERS and CalSTRS for eight years, which together comprise the largest pool of retirement assets in the world. She was recently honored by SmartMoney magazine as one of the thirty smartest people in investing.
内容简介
In Moving Up to Millions: The Life Calculator Guide to Wealth financial guru and former California State Controller Kathleen Connell outlines a dynamic and digitally accessible interactive approach to securing anyone’s financial future. It contains practical advice on overcoming life’s adverse financial events as well as a winning game plan that can be instantly updated for these uncertain times. It also includes a sophisticated, yet easy-to-use financial calculator that enables readers to create an unlimited number of personalized, real-time “what if” scenarios and calculate their optimal financial plan.
Aimed at readers in their peak earning years to those a few years away from retirement, this book offers both profiles of individuals and families who address financial challenges and reposition their careers and personal lifestyles to redeem their finances, as well as the actionable tips they follow on the road to financial freedom. A digital platform encourages readers to access weekly on-line expert panels and blog sites where they can interact with the author and access extensive web references for further education.
目录
Introduction
The Life CalculatorTM Online Program
Acknowledgments
Chapter 1 Meet Your Neighbors
Moving Up to Millions
You, Too, Can Be a Millionaire!
Not All Millionaires Are Equal
Do You Really Need a Million Dollars?
The Four Rules of Making Millions
Chapter 2 Threatsto Millionaire Status
Why Your Life Cycle Is Not Like
Your Parents'
It's More Than Just a Number, It's a
Life Plan
The "Number"
Let's Get Started--Becoming Your
Own Financial Advisor
Chapter 3 Click Your Way to Personal Wealth
The Three Es of Financial Planning
Power Your Future: The Life Calculator
Is Your Personal Financial Advisor
How to Start
What the Life Calculator Will Show You
Identify Your Optimum Future
LifeCalculator.Net
Ten Guiding Principles
Chapter 4 Calculating Your Odds of Disaster and Preparing for Life Changes
The Dirty Dozen Adverse Events
Adverse Events Planning
Potential Windfalls
Your Best-Case Scenario---Is It Enough?
Optimum Strategies for Getting from
Here to There
Chapter 5 It's a Blur between Work and Play
Say Hello to Phased Careers and
Delayed Retirement
Working to 70 and Beyond
Targeting Growth Industries
What Industry Sectors Show Promising
Job Growth?
Benefit-Rich Industries
Flexible Careers
Enhancing Your Skills
Chapter 6 Home Is More than the Place You Live
Too Much Housing--A Risky Bet?
Timing the Market: Cashing Out at the Peak
Sometimes It Pays to Be a Renter in a
Mobile Society
New Kind of Commune: This Time You
Want to Belong
Assisted Living: What's Likely to Happen?
Bringing Your Parents Home
Your Home Can Stay in the Family
Berlitz Crash Course: Retiring Abroad
Tax-Friendly States Beckon
……
Chapter 7 Insurance: Protecting Against Downside Exposure.
Chapter 8 Meet the Forties and the Fifties: Fearless and Fantastic Years
Chapter 9 Join the Sixties and Seventies: A Successful and Safe Life.
Endnotes
Index
