The Money Coach

This investment and finance advice book--already a bestseller in Canada--now shows consumers in the U.S. the smart ways to invest, save, and build equity for a financially sound future. The advice, information, and how-to suggestions are easy to understand, and extra help appears in the form of attractive color charts and illustrations, and a regularly recurring sidebar series offering brief, clear Money Coach Rules.

Preface

5

(2)

Introduction

7

(2)

CHAPTER 1 The Game Plan

9

(8)

Taxes

10

(1)

Inflation

11

(1)

No Plan

12

(1)

Coach's Playbook: How to Build a Financial Plan

13

(3)

The Three Goals of Financial Independence

16

(1)

CHAPTER 2 Get Growing

17

(44)

Start Now!

20

(1)

Pay Yourself First: Use the 10% Solution!

21

(1)

The Rule of 72

22

(1)

Be Consistent!

23

(2)

Coach's Playbook: Pay Off Your Loans and Credit Cards

25

(1)

Be an "Owner"-Not a "Loaner"

26

(4)

Put Your Money to Work in Mutual Funds

30

(1)

The Benefits of Mutual Funds

31

(9)

The Best Ways to Invest in Mutual Funds

40

(3)

Coach's Playbook: The "Best" Time to Invest

43

(6)

What Kind of Fund Is Right for You?

49

(3)

Funds Do Better

52

(1)

The Importance of Asset Allocation

53

(3)

The Importance of Diversification

56

(3)

Keep an Eye on Interest Rates

59

(2)

CHAPTER 3 Chop Taxes

61

(18)

Everybody Has a Tax Problem

62

(1)

Retirement Reality

62

(2)

A Tax-Sheltered Retirement Program Is the Solution

64

(4)

Start Early!

68

(4)

The Bad News About TSRPs

72

(1)

Tax-Sheltered Retirement Program Replay

72

(1)

Other Strategies for Saving Income Tax

73

(5)

Keep Up to Date

78

(1)

CHAPTER 4 Build Your Defense

79

(16)

Coach's Playbook: Establish an Emergency Fund

80

(1)

No Place Like Home

81

(5)

Coach's Playbook: Four Great Ways to Pay Off Your Mortgage Fast

86

(2)

TSRP or Mortgage Paydown?

88

(1)

Life Insurance: Buy Term and Invest the Difference

88

(5)

Insurance Replay

93

(2)

CHAPTER 5 Enrich Your Retirement

95

(14)

Here's How to Achieve Growth, Tax Relief, and Security After Age 71

101

(1)

What Is an Annuity?

101

(1)

Basic Types of Annuity

102

(1)

Annuities in Summary Annuities in Summary

103

(1)

A Combination of IRAs and Annuities

104

(1)

Reverse Mortgage

105

(4)

CHAPTER 6 Estate Planning

109

(24)

Coach's Playbook: Estate Planning Process

110

(1)

Prepare a Valid, Up-to-Date Will

111

(1)

Coach's Playbook: Intestate Distribution

112

(3)

Having a Durable Power of Attorney and a Living Will

115

(9)

How Can Probate Fees Be Reduced?

124

(2)

Consider Life Insurance

126

(1)

Consider the Use of Trusts

127

(3)

Coach's Playbook: Differences Between Living and Testamentary Trusts

130

(1)

Preplan Funeral Arrangements

131

(2)

CHAPTER 7 The Winning Attitude

133

(13)

Investment Behaviors of the Rich

136

(4)

Conclusion

140

(1)

Finding a Money Coach

141

(3)

Coach's Playbook: How to Choose Your Own Money Coach

144

(2)

Glossary of Terms

146

(11)

Index

157

What is included with this book?

The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.

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Summary

Table of Contents

Supplemental Materials