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Frank Eberhart Profile Page
Frank Eberhart

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Short Book Description

the sexy little book of finance
My 15 awards wining book is now available in an easy to use 8 x 11 workbook format for budgeting, retirement, estate, and investments--short, precise, and fill in the blanks.

Get it done...
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My Books

Lulu
978-1-105-72167-0
14.95
My 15 awards wining book is now available in an easy to use 8 x 11 workbook format for budgeting, retirement, estate, and investments--short, precise, and fill in the blanks.

Get it done...

 

Contents

 

Book One: Estate Planning

 

Introduction: The Planning Process ………………………………………………………………….  Page    5

 

Estate Planning Checklist ..................................... ………………...............................    Page    6

 

Personal/Business Information ............................…………………………………………….   Pages   8-12

 

Special Needs Trusts…………………………………………………………………………………………   Page    12

 

Trusts, Wills, Probate, Executor Duties ...…………………………………………………………   Pages   13-18

 

Asset Protection Trusts……………………………………………………………………………………    Page    18

 

Book Two: Budgeting

 

Introduction………………………………………………………………………………………………………  Page    19

 

Personal/Business Budget ………………………………………………………………………………..  Pages   20-22

 

Retirement Budget……………………………………………………………………………………………. Pages   23-24

 

Long Term Health Care /Medicaid/Medicare ……………………………………………………….            Pages   24-25

 

Impact of Withdrawal……………………………………………………………………………………….. Page    24

 

How Much Life Insurance do you need?……………………………………………………………. Pages   25-26 

 

Book Three: Investments

 

What type of investor are you…………………………………………………………………………   Pages   27-28

 

Risk assessment questionare………….....................................................................    Pages   28-29

 

Who regulates this stuff/types and classification of funds………………………………   Pages   31-34

 

Understanding   mutual funds, ETFs, annuities, funds of funds, hedge

 

funds, options, managed money, and more……………………………………………………    Pages   35-41

 

How to calculate returns…………………………………………………………………………………    Page    36

 

Protecting your 401K/IRA and income………………………………………………….               Page    36

 

How to handle annuities, 401K, and IRA’s during a divorce settlement….            ……..            Page    39

 

How to calculate bond returns………………………………………………………………..            ………            Page    39

 

Using stop-loss and limit orders to protect your profits

 

or limit your losses/selling short/credit risks……………………………………………………   Pages   42-47

 

A comprehensive investment checklist …………………………………………          …………………            Pages   47-48

 

How to help choose an adviser………………………………………………………………………     Page    49

 

Web site references……………………………………………………………………………………….     Pages   50-51

 

Financial Definitions……………………………………………………………………………………..      Pages   51-59

 

Estate Definitions………………………………………………………………………………………….      Pages   54-58

 

Summary……………………………………………………………………………………………………….      Page    58

 

 


non-fiction, business, self-help, reference
business

About Me

Author Portrait
Frank J. Eberhart CEP, RFC, Author, Financial Advisor. We handle all aspects of the client needs from trust services, investments, retirement planning, qualified plans, Integrated Payroll/HRIS/HRMS/Employee Benefits/ERISA/HCR Notifications/FMLA mandates.

Testimonials

*Awards Finalist for literary book of the year from RebeccaReads
*5 star gold review from Clarion-Foreword Magazine
*Finalist in the Indie book awards
*USA books Finalist in Personal Finance
*USA books Finalist in Investing

...I have been awarded ezlinearticle.com expert author designation.

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Awards

Total number of awards: 2

AwardDate awardedReason for Award
2011blogger.png2011 PDB Blogger 2011-08-07Thanks for blogging with us, an award medal has been placed on your profile.
2010supporter.png2010 Site Supporter 2010-03-13Thanks for supporting the PDB in 2010.

Information about the Awards
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