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Morningstar's 30-Minute Money Solutions


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Table of Contents

Foreword. Preface. Acknowledgments. Part One. Find Your Baseline. Chapter 1. Calculate Your Net Worth. Chapter 2. See Where Your Money Goes. Chapter 3. Set Your Financial Goals. Chapter 4. Create a Budget. Part Two. Get Organized. Chapter 5. Create a Bill-Paying System. Chapter 6. Create A Filing System. Chapter 7. Create a Master Directory. Part Three. Find the Best Use of Your Money. Chapter 8. Determine Whether to Pay Down Debt or Invest. Chapter 9. Decide Where to Invest for Retirement. Part Four. Get Started in Investing. Chapter 10. Create an Emergency Fund. Chapter 11. Find the Right Stock/Bond Mix. Chapter 12. Create an Investment Policy Statement. Chapter 13. Invest for Short- and Intermediate-Term Goals. Chapter 14. Create a Hands-Off Long-Term Portfolio. Part Five. Invest in Your Company Retirement Plan. Chapter 15. Determine How Good Your Company Retirement Plan Is. Chapter 16. Decide between a Traditional and Roth 401(k). Chapter 17. Select the Best Investments for Your Company Retirement Plan. Chapter 18. Make the Most of a Subpar 401(k) Plan. Part Six. Invest in an IRA. Chapter 19. Determine What Type of IRA Is Best for You. Chapter 20. Identify the Best Investments for Your IRA. Chapter 21. Determine Whether to Convert Your IRA. Chapter 22. Roll Over Your Retirement Plan into an IRA. Part Seven. Invest for College. Chapter 23. Find the Right College Savings Vehicle. Chapter 24. Find the Right 529 Plan. Chapter 25. Select the Right Investments for Your College Savings Plan. Part Eight. Invest in Your Taxable Account. Chapter 26. Identify the Best Investments for Taxable Accounts. Chapter 27. Manage Your Portfolio for Tax Efficiency. Chapter 28. Harvest Tax Losses. Part Nine. Invest During Retirement. Chapter 29. Determine Your Portfolio Withdrawal Rate. Chapter 30. Build an In-Retirement Portfolio. Chapter 31. Find the Right Sequence of In-Retirement Withdrawals. Part Ten. Monitor Your Investments. Chapter 32. Conduct a Portfolio Checkup. Chapter 33. Rebalance Your Portfolio. Part Eleven. Cover Your Base on Estate Planning. Chapter 34. Get Started on Your Estate Plan. Chapter 35. Handle Beneficiary Designations. Chapter 36. Create a Personal Legacy. About the Author. Index.

About the Author

CHRISTINE BENZ is Director of Personal Finance for Morningstar and a senior columnist for Benz was coauthor of Morningstar(R) Guide to Mutual Funds: 5-Star Strategies for Success and is author of the book's second edition. For more information, visit the 30-Minute Solution Resource Center online at

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