Autore	Barr Tracy L
Pubbl/distr/stampa	Hoboken, NJ, : Wiley Pub., 2008
Descrizione fisica	1 online resource (354 p.)
Disciplina	332.024
Collana	For Dummies
Soggetto topico	Finance, Personal Recessions Saving and investment
ISBN	1-281-76721-2 9786611767211 0-470-43007-9
Formato	Materiale a stampa
Livello bibliografico	Monografia
Lingua di pubblicazione	eng
Nota di contenuto	Living Well in a Down Economy for Dummies; Contents at a Glance; Introduction; About This Book; Conventions Used in This Book; Foolish Assumptions; How This Book Is Organized; Part I: Facing Off Against a Recession; Part II: Bumping Up Your Bring-Home; Part III: Putting Your Personal Finances on Firm Footing; Part IV: Living a Recession-Busting Life; Part V: Making the Most of Holidays and Other Special Events; Part VI: Staying Afloat if the Boat Starts to Sink; Part VII: The Part of Tens; Icons Used in This Book; Where to Go from Here; Part I: Facing Off Against a Recession #1: Determine Your Net Worth#2: Calculate Spendable Income; Subtract Required Expenses; Solve for Shortfalls; #3: Create a Monthly Budget; Step 1: Categorize Your Expenses; Step 2: Estimate What You Spend; Step 3: Calculate and Adjust; #4: Breathe Away Tension; Change the Way You Breathe; Breathe through an Emergency; #5: Tense Your Way to Relaxation; Relax Your Body, Part by Part; Use the Quickie Method; #6: Stretch Away Your Stress; #7: Lift a Finger for Self-Massage; For Your Hands; For Your Feet; For Your Neck and Shoulders; For Your Face; #8: Practice Habits of Effective Stress Managers Part II: Bumping Up Your Bring-Home#9: Update and Customize Your Resume; Step 1: Prepare Your Core Resume; Step 2: Research Job Requirements; Step 3: Customize Each Spinoff Resume; #10: Make Your Resume Stand Out; Don't Tell It - Sell It; Focus Your Resume; Use Keywords; Massage Your Years of Experience; Address Negative Perceptions; #11: Get Acquainted with New Interview Trends; #12: Stand Out in an Interview; #13: Nail the Video Interview; #14: Make the Most of a Phone Interview; #15: Look for Good Jobs Online; Use Vertical Job Search Engines; Check the Job Boards #16: Look into Federal Jobs#17: Prepare for a Career Change; #18: Figure Out What You Really Want to Do; #19: Persuade Your Organization to Let You Telecommute; #20: Find Telecommuting Work; Telecommuting Jobs; Job-Hunting for Telecommuters; Search the Web; Look for telecommuter-friendly companies; Turn a traditional job into a telecommuting job; Turn contract work into a telecommuting job; #21: Consider Self-Employment; #22: Get Acquainted with Home-Based Businesses; #23: Get New-Business Cash Flowing; Start Part-Time; Finance Your Business with Startup Funds Turn Your Employer into Your First Client#24: Steps to Take before Leaving Your Job; #25: Take Tax Deductions on Home-Based Businesses; Home-Office Deduction; Other Important Tax Deductions; #26: Ensure the Survival of Your Home-Based Business in Tough Times; #27: Choose between Itemized and Standard Deductions; #28: Boost Your Household Income; Make the Most of Moonlighting; Put Other Family Members to Work; Part III: Putting Your Personal Finances on Firm Footing; #29: Avoid Unnecessary Fees; #30: Shop Around for Insurance; #31: Raise Your Deductible to Save on Insurance #32: Save Money on Life Insurance
Record Nr.	UNISA-996339134003316

Autore	Wharton Tony
Pubbl/distr/stampa	Dayton, Ohio : , : National Issues Forums Institute, , 2016
Descrizione fisica	1 online resource (48 p.)
Disciplina	332.024
Soggetto topico	Budgets, Personal Home economics Finance, Personal
Soggetto genere / forma	Electronic books.
ISBN	1-943028-53-2 1-943028-02-8
Formato	Materiale a stampa
Livello bibliografico	Monografia
Lingua di pubblicazione	eng
Nota di contenuto	Contents; Making Ends Meet: How Should We Spread Prosperity and Improve Opportunity?; Option 1: Create New Opportunities; Option 2: Strengthen the Safety Net; Option 3: Reduce Inequality; Summary; Copyright Page
Record Nr.	UNINA-9910461042903321

Autore	Lazaroff Peter
Pubbl/distr/stampa	Hoboken, New Jersey : , : Wiley, , [2019]
Descrizione fisica	1 online resource (170 pages)
Disciplina	332.024
Soggetto topico	Finance, Personal
Soggetto genere / forma	Electronic books.
ISBN	1-119-53782-7
Formato	Materiale a stampa
Livello bibliografico	Monografia
Lingua di pubblicazione	eng
Nota di contenuto	Introduction -- The power of time and compounding -- Where do you want to go? -- Where are you today? -- Creating a system for financial success -- Your introduction to investing -- Harnessing the power of markets -- Building a portfolio to meet your goals -- A quick guide to how and where to invest your first dollar -- Facing the realities of market downturns -- Family finances -- Making big financial decisions at critical junctions in life -- How to create your own team of professionals to help you succeed -- Conclusion: building a system for financial success.
Record Nr.	UNINA-9910467343603321

Autore	Kochis Tim
Edizione	[Second edition.]
Pubbl/distr/stampa	[New York] : , : Bloomberg Press, , [2016]
Descrizione fisica	1 online resource (232 pages) : illustrations
Disciplina	332.6322
Collana	Bloomberg financial series
Soggetto topico	Portfolio management Stocks Investments Finance, Personal
Soggetto genere / forma	Electronic books.
ISBN	1-119-13386-6 1-119-13384-X
Formato	Materiale a stampa
Livello bibliografico	Monografia
Lingua di pubblicazione	eng
Nota di contenuto	Intro -- MANAGING CONCENTRATED STOCK WEALTH -- Contents -- Foreword -- Acknowledgments -- Introduction -- Getting the Priorities Straight -- Knowing the Client -- Chapter Note -- PART I: SALES -- CHAPTER 1 Constraints on Managing Concentration Risk -- Taxes -- Pre-IPO Illiquidity -- Post-IPO Lockups and Other Market Considerations -- SEC Constraints, the Sarbanes-Oxley Act, and Dodd-Frank -- Notice and Reporting -- Controlled Sales of "Founder Stock" -- No Trading on Material, Nonpublic Information -- No "Short-Swing" Profits for Corporate Insiders -- No Favorable Financing for Senior Executives -- Employment/Career Constraints -- Psychological Barriers -- Chapter Notes -- CHAPTER 2 Sale and Diversification -- Overcoming the Tax Constraint -- Overcoming Psychological Barriers -- ESOP Sales -- Pre-IPO Considerations -- Let's Just Sell It -- CHAPTER 3 Coordinating Long Shares with Stock Options -- Employee Stock Options -- Taxes on Options -- Exercise Strategies -- Swapping -- Option Leverage -- Long Shares: No Leverage -- Ordering Rule -- Chapter Note -- CHAPTER 4 Diversification Sales and Deferred-Compensation Plans -- Deferred Compensation: Then and Now -- Sweetening the Pot -- Risks and Returns -- The Rabbi Trust -- Investment Options -- The Benefits of Deferral -- The Coin's Two Sides -- CHAPTER 5 An Out for Insiders -- SEC Rule 10b5-1 Plans -- Third-Party Discretion -- Formula Plans -- Short-Swing Constraints -- Sales During Retirement-Plan Blackout Periods -- Plan Logistics -- Prearranged Plans: Often a Corporate Requirement -- Appendix XYZ Co. Nondiscretionary Rule 10b5-1 Sales Plan -- CHAPTER 6 Restricted Stock: Tackling Temptation -- Managing the Section 83(b) Election -- All That Glitters -- Risk of Forfeiture -- Opportunity Cost -- A Second-Best Strategy -- Seeing the Light -- Complications for Insider -- The Right Fit -- Chapter Note. Appendix -- PART II: GIFTS -- CHAPTER 7 Gifts to Family -- Transfer Taxes -- Income Tax Leverage -- Special Rules on Employer Stock -- Transfer Structures -- Gifts Under the Uniform Transfers to Minors Act -- Minor's Trust -- Intentionally Defective Grantor Trusts -- Family Limited Partnerships -- Gaining Psychic Distance -- CHAPTER 8 Nonqualified Stock Options: Gifts to Family -- Investment Leverage -- Tax Leverage -- Timing and Valuation -- CHAPTER 9 Gifts to Charity -- Tax Savings -- The Cost of Charitable Gifts -- Special Income Tax Considerations -- Loss Positions -- Short-Term Gains -- Seasoned Incentive Stock Option Stock -- Low-Basis Shares -- IRA Assets -- Tangible Personal Property -- Structures for Charitable Gifts -- Direct Gifts -- Donor-Advised Funds -- Private Foundations and Supporting Organizations -- A Word of Caution -- Appendix: Key Characteristics of Charitable Vehicles -- CHAPTER 10 Charitable Trusts -- The Charitable Remainder Trust -- Tax Requirements and Opportunities -- Tax Deferral -- Coordinating a CRT with the Client's Financial Plan -- The Charitable Lead Trust -- CHAPTER 11 Nonqualified Stock Options: Gifts to Charity -- The Charitable Gift -- Mismatches of Valuation and Timing -- Why Bother? -- Charities Close to Home -- The Wealth Effect -- PART III: RETENTION -- CHAPTER 12 Margin: An Acquired Taste -- Margined Diversification -- Logistics -- Margin and Liquidity -- Reduced Risk -- Enhanced Return -- The Unexpected -- Margin Calls -- Chapter Notes -- CHAPTER 13 Managing Concentration Through an Index Proxy -- Tax Management -- The Index-Proxy Account -- Managing Concentration Risk -- Limitations and Drawbacks -- Asset-Class Limitations -- Tracking Error -- Higher Expenses -- Deferred Tax Liability -- CHAPTER 14 Exchange Funds -- By Invitation Only -- Costs and Benefits -- The Future of Exchange Funds. Stock Protection Funds -- Chapter Notes -- CHAPTER 15 Derivatives and Hedges: Buying Time -- The Versatile Hedge -- Selling Calls -- Changing a Mindset -- Buying Puts -- Collars -- The Put-Spread Collar -- Tax Consequences of Derivatives -- The Forward Contract -- A Competitive Market -- CHAPTER 16 Powers of Concentration -- Embracing Risk -- Corporate Stock-Holding Requirements -- Stock Options: The Decision to Hold -- The Golden-Parachute Constraint -- Capturing Dividends -- Change in Tax Rates -- Incentive Stock Options and the Alternative Minimum Tax -- Gifts of Options -- Charitable Lead Trust -- Company Stock in IRAs or Qualified Retirement Plans -- The Control Premium -- Chapter Note -- Afterword -- About the Author -- About the Contributing Author -- Index -- EULA.
Record Nr.	UNINA-9910460935403321