CONTENTS |
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ACKNOWLEDGEMENTS |
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WELCOME TO YOUR MONEY GARDEN |
| Welcome to Your Money Garden |
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THE BASICS (Preparing the Soil) |
| Riding the Financial Roller Coaster |
| Battle of the Selves |
| Turning Your Dreams into Reality |
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THE PROCESS (Growing Your Awareness) |
| Chart Your Money |
| Year-End Balance Sheet |
| The One Month Budget |
| Balancing Your Checkbook |
| Give Yourself an Allowance |
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THREATS (Predators in the Garden) |
| Don't Give Yourself Credit |
| Throw a Credit Card Party |
| Car Wars |
| Inflation |
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INVESTING (Nourishing Your Plants) |
| Test Your Financial Knowledge |
| Before You Invest |
| You Can't Avoid Risk |
| Loan Or Own |
| Common Investment Options |
| Pyramid of Assets |
| Power of Diversification |
| Stocks Versus Mutual Funds |
| The Mutual Fund Prospectus |
| Prospectus of the Future |
| Lessons of 1987 and 2000 |
| Cultivating Patience |
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MONEY STRATEGIES (Preparing to Harvest) |
| Pre-Fund Your Vacation |
| Gifting Assets to Your Child |
| The $5 a Day College Plan |
| Sign a College Contract with Your Child |
| Sample College Contract |
| Retire Early |
| Just Because You Retire, Your Money Doesn't Have To |
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ADVISORS (Grow Your Own or Get Help from a Pro) |
| No-load Beer |
| Do You Need a Financial Advisor? |
| Questions to Ask a Financial Advisor |
| How Advisors Get Paid |
| Comparing Investment Expenses |
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SOCIALLY CONSCIOUS INVESTING (Green Investing) |
| I was Born with a Mutant Financial Gene |
| What is Socially Conscious Investing? |
| The Dilemma of Socially Conscious Investing |
| Domini Social Index |
| How To Align Your Investments With Your Values |
| To Screen or Not to Screen? |
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TAXES (Success Can be Taxing) |
| Success Can Be Taxing |
| Tax-Free Income |
| Tax Reduction by Deduction |
| Defer Your Taxes by Deferring Income |
| Individual Retirement Accounts (IRAs) |
| When Not To Make Retirement Plan Contributions |
| Work well with your tax advisor: 10 tips |
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PROTECTION (Sheltering Your Crops) |
| Building Your Financial Castle |
| Fear of Insurance Agents |
| Do You Need Life Insurance? |
| Life Insurance Questions to Ask |
| Types of Life Insurance |
| Other Insurance Needs |
| Where There's a Will There's an Attorney |
| HALF DOME (EPILOGUE) |
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WORKSHEETS |
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RESOURCES |
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GLOSSARY |
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BIOGRAPHY |
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ORDER FORM |