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Take Control of Your Money
for the Rest of Your Life (Canadian Edition)
By: Donald J. Davison
How This Book Will Help You
You have needs and wants. But the way in which you manage your time and money depends on your stage in life (single, married, divorced, working, retired, etc.) together with your value system. It is up to you to take a long look at yourself and decide if you want to control your lifestyle or not. If you do … then read this book.
Reading Take Control of Your Money can help you to:
1. Identify your values and needs 2. Make budgeting work for you 3. Take the stress out of trying to get ahead 4. Expand your lifestyle effectively 5. Provide the freedom to plan your future 6. Draw a clearer picture of your retirement
Fictitious characters--that represent a cross section of society--are introduced to illustrate their needs and wants during each stage of this book. You might see yourself in one of these personal categories and be able to adapt their solutions to your own situation.
When author, Donald J. Davison, retired from finance and banking, he went through the usual headaches of trying to turn his own life around after a divorce and being retired long before he had planned.
This change of life led him through being a real estate agent, to conducting seminars and counselling government employees on financial planning for retirement and eventually to providing financial counselling to 3,500 insolvent families.
These experiences taught him a lot about himself as a single parent, a senior and as a survivor. Helping others became a natural extension.
You owe it to yourself to learn from his experiences and...
Take Control of Your Money - "Success starts with having the opportunity to plan for the rest of your life."
CONTENTS
Introduction
Stage 1: Managing Today Jennifer's Financial Life Jacob's Financial Life Your needs Your hierarchy of needs Measuring financial stress Measuring your financial need Profile of your financial health Controlling your financial life Your estate, financial and people Check list Balancing Budgeting Budgeting dynamics Jennifer and Jacob's lifestyles The first steps to your current life
Stage 2: Managing Your Cash Jennifer's and Jacob's Cash Flow Management is a process Controlling Cash Balancing Budgeting Spending Compulsive disorders The Cash Crunch Your computer The Process revisited The second steps to cash
Stage 3: Managing Yourself Jennifer's and Jacob's Self-Control No Health- No Wealth Fitness, Stress, Breathing, Tension, Relaxation Laughter Diet Medicine and sleep Family influence Alcohol Spending Patter Control Success Check List Your job Peer Pressure Employee's rights Family breakdown Separation & divorce Consumer fraud Self- Employed Wheel of fortune Accountants Twelve golden rules Insurance Capital needs analysis Jennifer and Jacob's Coverage Insurance types: private/public Insolvency Bankruptcy Rebuilding your credit Counselling The third steps to credit
Stage 4: Managing Your Credit Jennifer's Credit To Borrow or not to borrow Contract Check List Credit ratings Nature and source of money Momma and poppa Debt pressure Debt consolidation How much is too much? Mortgage financing Jennifer's application Cross Over Point Optimizing Your Home Equity Mortgage Test Soft Costs Bank Financing Why is the arithmetic important Jacob's Credit Credit card economics Compound interest Car leasing The fourth steps to credit
Stage 5: Managing Your Savings Jennifer and Jacob's Time Inflation CPI comparisons Purchasing Power Inflation multiplier College education College countdown Income tax Tax calculations Comparing investments Income tax strategies Tax free income Tax preferred income Tax Deferred income Time value of money Maturity options Family tax planning Dollar cost averaging Risk and recovery Savings vehicles Deposit insurance Mutual Funds Investment planning multiplier Tracking and planning Measuring risk Measuring liquidity Savings options Financial planners Real estate Pensions - private/public Estate planning Probate Power of attorney Estate tax planning Bereavement check list The balance sheet revisited The five steps to savings
Stage 6: Managing Tomorrow Your Future needs Your future hierarchy of needs Jennifer, Jacob and Robby's Tomorrow Jennifer's future needs Jennifer's future hierarchy of needs Jacob's future needs Jacob's future hierarchy of needs Retirement profiles Your Financial Life Jennifer's Financial Life Jacob's Financial Life
EPILOGUE GLOSSARY BIBLIOGRAPHY ACKNOWLEDGEMENTS INDEX INSTRUCTIONS FOR EXCEL
Take Control of Your Money by Donald J. Davison: 227 pages; softcover; ISBN 978-1-55270-055-6; published in 2001; Canada $34.95. 
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