Contents

Page No.

Preface

  9

1. The Money Matters: Making Sense of Money

 11

2. The Art of Managing Money

 15

2.1 The Financial Vision Process: An Overview

 17

2.2 Getting Organized for Money Makeover

 35

2.3 Evaluating Your Financial Health

 44

2.4 Improving Your Financial Health: Spending Wisely, Saving Smartly

 62

3. The Science of Making Money

 79

3.1 Understanding Investing: Making Money from Money

 81

3.2 Decoding the Risk-Return Paradigm

 95

3.3 The Investing Universe: Understanding Asset Classes

119

3.4 Building Portfolio: What to Pick and What to Skip

142

4. The Outsourcing of Money Making

153

4.1 Understanding Mutual Funds

155

4.2 Types of Mutual Funds

162

4.3 Choosing Funds: Separating the Best from the Rest

174

5. The Goals of Making Money

181

5.1 Buying a Home

183

5.2 Securing Children’s Future

198

5.3 Creating Retirement Reserves

207

5.4 Fortifying Family’s Financial Future

227

6. The Matters of Money: Making Sense of Your Money Sense

241

List of Illustrations

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