Be your own financial adviser: manage your finances successfully through good times and bad
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Buch |
| Sprache: | English |
| Veröffentlicht: |
Harlow, England ; London ; New York
Pearson
2024
|
| Ausgabe: | Second edition |
| Schriftenreihe: | FT Publishing
|
| Schlagworte: | |
| Online-Zugang: | Inhaltsverzeichnis |
| Beschreibung: | xvii, 286 Seiten Diagramme 225 gr |
| ISBN: | 9781292458397 |
Internformat
MARC
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Datensatz im Suchindex
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Contents About the author / xi Preface I xii Author’s acknowledgements / xv Publisher’s acknowledgements / xvi Part 1 1 Planning and advice Financial planning / 3 Introduction / 3 Why financial planning matters / 3 How financial planning works: an overview I 5 Stage 1: you and your aspirations / 7 Stage 2: resources check 112 Stage 3: your financial plan / 23 Stage 4: stress test I 24 Stage 5: execute your plan / 26 Stage 6: review I 27 Important features of every plan / 28 Summary / 36 Go further / 36 2 Do you need an adviser? / 37 Introduction / 37 Your options I 37 What to expect from an adviser /39 Using a financial adviser / 45 Money guidance I 48 Money coaches / 50 Summary / 51 Go further / 52
viii Contents 3 Avoiding scams I 53 Introduction / 53 Why financial services are prone to scams I 54 The nature and scale of the problem / 55 Scams to watch out for I 56 Understanding scams / 61 Protecting yourself against scams / 62 What to do if you’re scammed / 68 Summary I 69 Go further / 69 Part2: 4 Planning for protection Protecting your income / 73 Introduction / 73 The importance of income protection I 73 Unemployment - Stage 2: resources check I 74 Unemployment - Stages 3 and 5: building and executing your plan / 78 Unemployment - Stages 4 and 6: stress testing and review I 81 Health - Stage 2: resources check I 81 Health - Stages 3 and 5: building and executing your plan / 83 Health - Stages 4 and 6: stress testing and review / 90 Choosing and buying insurance I 91 Summary / 93 Go further / 93 5 Providing for your family / 95 Introduction / 95 Why this goal is important / 95 Stage 1: assessing the need I 98 Stage 2: resources check / 103 Stages 3 and 5: building and executing your plan / 108 Stages 4 and 6: stress testing and review / 114 Summary / 115 Go further / 116
Contents 6 Accessing medical care / 117 Introduction /117 Stages 1 and 2: your goals and resources I 118 Stages 3 and 5: building and executing your plan / 122 Stages 4 and 6: stress test and review / 129 Dental treatment /130 Summary /132 Go further / 133 Part 3 I Building and managing your wealth 7 Somewhere to live / 137 Introduction / 137 Stage 1: your goal - rent or buy? 1137 Stage 2: resources check / 142 Stages 3 and 5: building and implementing your plan 1148 Stage 4: stress testing / 155 Stage 6: review /157 Summary / 159 Go further 1159 8 Building a pension / 161 Introduction / 161 Stages 1 and 2: pension saving as a goal and your resources I 161 Stages 3 and 5: building and implementing your plan 1173 Stage 4: stress testing / 179 Stage 6: review / 183 Go further 1184 9 Retirement choices / 185 Introduction /185 Stages 1 and 2: your goals and resources 1185 Stage 3: building your plan / 187 Stage 4: stress testing / 200 Stage 5: implementing your plan I 201 Stage 6: review / 201 Summary / 206 Go further / 207 ix
Contents 10 Saving and investing / 208 Introduction I 208 The building blocks of saving and investing / 209 Stage 1: your goals, circumstances and attitudes / 216 Stage 2: your resources I 223 Stage 5: ways to invest / 224 Summary I 230 Go further I 231 11 Managing your wealth / 233 Introduction / 233 Investment diversification I 233 Time diversification / 242 Active versus passive investing / 245 Investing for income / 247 Strategies using traded options I 250 Investment funds and derivatives I 252 Stage 4: stress testing / 254 Stage 6: review / 254 Summary / 257 Go further /258 12 Passing it on / 259 Introduction / 259 Stages 1 and 2: your goals and resources / 259 Stages 3 and 5: creating and implementing your plan I 269 Stages 4 and 6: stress testing and review /277 Summary I 277 Go further / 278 Index / 279 |
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| building | Verbundindex |
| bvnumber | BV049858639 |
| classification_rvk | QK 710 |
| ctrlnum | (OCoLC)1466908482 (DE-599)BVBBV049858639 |
| discipline | Wirtschaftswissenschaften |
| edition | Second edition |
| format | Book |
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| id | DE-604.BV049858639 |
| illustrated | Not Illustrated |
| indexdate | 2025-03-24T13:04:24Z |
| institution | BVB |
| isbn | 9781292458397 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-035198409 |
| oclc_num | 1466908482 |
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| owner_facet | DE-473 DE-BY-UBG |
| physical | xvii, 286 Seiten Diagramme 225 gr |
| publishDate | 2024 |
| publishDateSearch | 2024 |
| publishDateSort | 2024 |
| publisher | Pearson |
| record_format | marc |
| series2 | FT Publishing |
| spelling | Lowe, Jonquil Verfasser (DE-588)1343980712 aut Be your own financial adviser manage your finances successfully through good times and bad Jonquil Lowe advisor Second edition Harlow, England ; London ; New York Pearson 2024 xvii, 286 Seiten Diagramme 225 gr txt rdacontent n rdamedia nc rdacarrier FT Publishing bicssc / Investment & securities bicssc / Pensions bisacsh / BUSINESS & ECONOMICS / Investments & Securities / General Finance, Personal Erscheint auch als Online-Ausgabe, EPUB 978-1-292-45840-3 Digitalisierung UB Bamberg - ADAM Catalogue Enrichment application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=035198409&sequence=000001&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Lowe, Jonquil Be your own financial adviser manage your finances successfully through good times and bad bicssc / Investment & securities bicssc / Pensions bisacsh / BUSINESS & ECONOMICS / Investments & Securities / General Finance, Personal |
| title | Be your own financial adviser manage your finances successfully through good times and bad |
| title_alt | advisor |
| title_auth | Be your own financial adviser manage your finances successfully through good times and bad |
| title_exact_search | Be your own financial adviser manage your finances successfully through good times and bad |
| title_full | Be your own financial adviser manage your finances successfully through good times and bad Jonquil Lowe |
| title_fullStr | Be your own financial adviser manage your finances successfully through good times and bad Jonquil Lowe |
| title_full_unstemmed | Be your own financial adviser manage your finances successfully through good times and bad Jonquil Lowe |
| title_short | Be your own financial adviser |
| title_sort | be your own financial adviser manage your finances successfully through good times and bad |
| title_sub | manage your finances successfully through good times and bad |
| topic | bicssc / Investment & securities bicssc / Pensions bisacsh / BUSINESS & ECONOMICS / Investments & Securities / General Finance, Personal |
| topic_facet | bicssc / Investment & securities bicssc / Pensions bisacsh / BUSINESS & ECONOMICS / Investments & Securities / General Finance, Personal |
| url | http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=035198409&sequence=000001&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
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