The Smart Stepfamily Guide to Financial Planning
eBook - ePub

The Smart Stepfamily Guide to Financial Planning

Money Management Before and After You Blend a Family

  1. 224 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

The Smart Stepfamily Guide to Financial Planning

Money Management Before and After You Blend a Family

About this book

Named #1 Best Estate Planning Book of All Time by BookAuthority

Take Control of Your Blended Family Finances

Money issues are a frequent source of conflict in any marriage. But blended families are a monetary minefield. Debts, bills, and child support payments from previous relationships often influence the finances of a blended family. And planning for college expenses, retirement, and inheritance gets even more complicated in stepfamilies.
However, proper blended family money management can make money an asset to your relationships rather than a liability. The authors use over fifty years of combined financial planning and blended family educational experience to help you merge your current financial realities and family, and protect your marriage while doing so.
Get real-world financial advice specific to unique blended family matters so you can provide for your family both now and in the future.

"Undoubtedly one of the most complicated financial situations is that of the stepfamily. Ron, Greg, and David have combined their individual experiences to write a very helpful and practical book. I recommend it highly."--RON BLUE, founder of Ronald Blue Trust and the Ron Blue Institute of Financial Planning, and author of more than 20 books, including Master Your Money

Ron L. Deal
is founder of Smart Stepfamilies™, director of FamilyLife Blended® for FamilyLife®, the author of numerous books on stepfamily living including the bestselling The Smart Stepfamily, and consulting editor for the Smart Stepfamily Series of books. Ron is a licensed marriage and family therapist and popular speaker. He and his wife, Nan, have three sons and live in Little Rock, Arkansas. Find resources at SmartStepfamilies.com.

Greg Pettys, CLU, ChFC, CFP, has thirty-four years of specialized experience in securities and life insurance sales and services. Ron has known Greg for twenty years, and Greg speaks regularly at Ron's Smart Stepfamily events.

David O. Edwards is an estate planning and elder law attorney based in Springfield, Illinois. David speaks regularly at Ron's Smart Stepfamily events.

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Yes, you can access The Smart Stepfamily Guide to Financial Planning by Ron L. Deal,Greg S. Pettys,David O. Edwards in PDF and/or ePUB format, as well as other popular books in Theology & Religion & Personal Finance. We have over one million books available in our catalogue for you to explore.

Table of contents

  1. Cover
  2. Endorsements
  3. Half Title Page
  4. Books in the Smart Stepfamily Series
  5. Title Page
  6. Copyright Page
  7. Dedication
  8. Contents
  9. Acknowledgments
  10. Introduction
  11. Part One: Laying the Groundwork
  12. Part Two: Merging Day-to-Day Financial Responsibilities and Relationships
  13. Part Three: Planning for the Future
  14. Appendix 1: Pension Options Case Study
  15. Appendix 2: Create an “Own and Owe” List
  16. Appendix 3: QTIP Trust Case Study
  17. Notes
  18. About the Authors
  19. Back Ads
  20. Back Cover