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Frank Eberhart

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Short Book Description

The Procrastinator's Bible for Financial Success
Every broker should own my book-every consumer should own my book-then everybody will be on the same page...

14 Major AWARDS

Protect yourself and family from scandals, bribery, corruption, rip offs, bad advice. Why rely on someone else to make your financial decisions? Look at your 401K, your portfolios, your net worth (or maybe your net worthless). Learn how to become your own decision maker!
Bookworm.tv
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My Books

Second Edition $18.95
The new definition of liquidity: when you open your portfolio and wet your pants.

My award wining book is not filled with graphs and charts, its not filled with my opinions, it is filled with information that can and will help you regardless of what stage of life you are in. It is never too late to start…

Best of luck,

Frank
By the way, my book has won 14 awards for a reason-check out on my web and other information that could be useful like retirement calculator, mortgage calculator and some financial information: www.bookworm.tv
Contents

Introduction........... The Planning Process........... xi

Nine Must-Do Items for Financial and
Estate Planning Success........... xii

Chapter I

Step 1:........... Estate Planning Checklist........... 1

1a)........... Quick-Reference Contact Information........... 3

Chapter II

Step 2:........... Personal/Business Information........... 5

2a)........... Trusts, Wills, Probate, and Executor Duties........... 14

2b)........... Trust Strategy Summary........... 25

2c)........... Federal and State Estate Taxes........... 29

2d)........... Gift Taxes........... 33

2e)........... HR 1836 income tax changes, Rev.Proc.
2006-53 tax change web page & AMT
Alternative Minimum Tax........... 34

Chapter III

Step 3:........... Personal/Business Budget........... 36

3a)........... 529 and UGMA Accounts........... 42

Chapter IV

Step 4:........... How Much Life Insurance Do You Need?........... 44

4a)........... Life Insurance Calculator........... 47

4b)........... Long-term Care Policies/Medicare/Medicaid........... 48

Chapter V

Step 5:........... Keeping Track of Your Investments........... 50

Chapter VI

Step 6:
Asset Allocation Investment Cycle and
Retirement Needs Analysis and Budget........... 54

6a)........... Retirement Budget........... 56

6b)........... The Impact of Withdrawal Rates
on Your Money........... 58

Chapter VII

Step 7:........... Risk and Reward Questionnaire........... 59

Chapter VIII

Step 8:........... Understanding Your Investments........... 63

8a)........... Basics to Know-Calculate Returns........... 65

8b)........... Market, Limit, and Stop Orders........... 66

8c)........... The Primary Benchmarks........... 70

Chapter IX

Step 9:........... Mutual Fund Checklist: Items You Need to Address Before Investing........... 72

9a)........... A Little Housekeeping to Understand Your Options for Fees Charged........... 73

9b)........... The Mutual Fund (and Other Investments)
Checklist........... 75

Chapter X........... Do It Right: Learn Before You Invest........... 79

10a)........... The Basics: Classification of Funds........... 83

10b)........... Types of Funds We See Most Often........... 84

10c)........... Specialty Funds, Alternative Investments
(Hedge Funds, Options, REITs, Index Funds, ETFs, Money Managers)........... 86

10d)........... Comparing Mutual Funds, Index Funds, ETFs, Money Managers, and Annuities........... 95

10e)........... An Example of How I Manage
a Client’s Money........... 101

10f)........... Arbitration Alert........... 103

10g)........... Understanding Mortgages........... 104

10h)........... Mortgage shopping worksheet........... 105

Chapter XI........... All About Bonds........... 104

Chapter XII........... How to Choose an Adviser........... 114

Chapter XIII........... Did You Know?
A Little Trivia........... 116

Chapter XIV........... Quick Reference List of Web Pages........... 118

Chapter XV........... Summary........... 121

Glossary........... Estate and Financial Definitions........... 123

Notes...... Now in the second addition is 152 pages of help for you and your family!
non-fiction, business, self-help, health, action/adventure, comic book, women's issues, science fiction, recovery, humor, inspirational, reference, young adult, mystery, ebook, romance, history, wellness, fantasy

About Me

Frank J. Eberhart CEP, RFC I am a high net worth client (5 million investable assets or above) Financial Advisor. We handle all aspects of the client needs from trust services, investments, retirement planning, qualified plans, commercial and residential mortgages. I wrote my book The Procrastinator's Bible for Financial Success to bring to the street all the things the wealthy do -- to not just to make money, but keep what they have made!

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.

My Links

bookworm.tv
book review
amazon.com
barnes & noble
authors den bookstore

Buy Now

Amazon
Barnes & Noble
iuniverse
booksense

Contact Me

...
Area Signings, Non-local Signings, Workshops/Lectures, Conferences
57 Main Street
Chester, NJ 07930
www.bookworm.tv

Book Clubs

Discussions on proper estate planning, mortgages, investments, and how to properly complete regular and retirement budgets.

All topics and more are covered in my book: The Procrastinator's Bible for Financial Success: Nine Essential Steps for Planning, Budgeting, and Investing-second edition

2nd edition is NOW available www.bookworm.tv

View my infomercial at www.bookworm.tv

Events

Sponsored by the BBB national TV awareness campaign and Eberhart Financial:

August 4-10 NBC news

August 11-17th- CBS news

November/December date to be announced WeTv (women's entertainment network) infomercial

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