1. The choice is yours : Setting your goals ; What's in my bucket? ; Calculating the costs of goals -- 2. Naked in front of the mirror : Stepping on the financial scales: your net worth statement ; Cash flow: your financial calorie counter ; Facing facts ; The five phases of your financial life ; Keeping it real -- 3. The four basic food groups : Fruits and vegetables: cash and liquid equivalents ; Proteins and carbs: stocks ; A smorgasbord of stocks ; Dairy: bonds ; Fats: alternative investments -- 4. Portion control : Asset allocation: a balance between risk and reward ; Personal risk profile ; Caution for couples -- 5. Going shopping : Packaged investments ; Mutual funds ; Separately managed accounts ; Exchange-traded funds ; Closed-end funds ; Hedge funds ; Variable annuities -- 6. Banquet or simple snack? It's your choice : Determining your complexity quotient ; Fast-food junkie investor ; Convenience food connoisseur investor ; Sophisticate investor ; Gourmand investor -- 7. Keeping up : Portfolio review process ; Headline Hannah ; Obsessive Olivia ; Anchored Annie ; Indecisive Iris -- 8. Protecting yourself from sabotage : The first D: disability ; The second D: dementia ; The third D: death ; The fourth D: destruction ; The fifth D: divorce -- 9. The buddy system : Selecting a financial adviser ; Starting the search for an adviser ; The due diligence process ; Breaking up is hard to do -- 10. Passing it on : Estate planning ; Estate tax minimization ; Lifetime gifting ; Estate-planning documents ; Irrevocable trusts ; Special considerations for second marriages ; Special considerations for unmarried or nontraditional couples ; Special considerations for the newly divorced ; Special considerations for singles ; Special considerations for special-needs children ; Special considerations for pets.
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