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Table of Content
Learning Center • financial tips • cash reserves • insurance • savings accounts • growth investments • taxes • retirement • estate planning  |
Acknowledgements
Introduction
1 Meet Some Challenges
2 Wealth: What It Looks Like; How to Use It Well
Part I – Assets, Cash Flow and Income
3 Your Assets; What Do You Own?
Inventory: Form #1-Personal Assets
Form #2-Investment Assets
4 Cash Flow, Income and Expenses
Form #3-Current Income
Form #4-Current Expenses
Part II – The Safety of Your Assets and Income
and the Control and Planning of your Taxes
5 Safety
6 Taxes and Tax Planning
Part III – Your Income Investments
Long Term Growth Investment
Your Insurance
7 Income Investments
8 Investment Assets for Growth
9 Insurance
Part IV – Lifestyle, Sudden Wealth and Retirement
10 Lifestyle
11 Sudden Wealth
12 Retirement
Part V – Charities, Gifts, Trust and Foundations
13 Trusts
14 Charities and Giving
15 Family Foundations and
16 Family Limited Partnerships
17 The Family Office
18 Has the Challenge of Wealth Been Met?
About the Author
List of Tables
5-1 Typical Daily Interest Rates
5-2 Typical Bond Rates
5-3 Typical Fixed Savings Rates
6-1 Tax Rates (2005)
6-2 Tax Qualified Retirement Plans
6-3 Estate Tax Rates
6-4 Current Estate Tax Cost (2005)
7-1 U.S. Treasury Investments
7-2 Bank and Savings & Loan CDs
7-3 Corporate Bonds
7-4 Monthly Income from Annuitization
7-5 Monthly and Annual Income of 1% to 8% from Securities
7-6 Monthly and Annual Income of 8% to 12% from Securities
7-7 Annual Earnings of 1% to 12% from Securities
9-1 Universal Life Policy Earning 6%
9-2 $50,000 Annual Withdrawal from Universal Life Policy
9-3 $40,000 Annual Withdrawal from Universal Life Policy
13-1 Basic Provisions of Family Living Trusts
Peterson Money Books
Book: The Challenge of WEALTH, by Erlend Peterson, CFP
Managing the Joys, Responsibilities, and Opportunities
money changes everything | rich by choice | challenge of wealth
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