Money Minded Families

Index

• • 401(k) financial account, 113, 118–119
    • creation, 7
  • 401(k) financial plan, 47, 97, 101
    • child payment, 79
    • provision, 8
  • 401(k) programs, availability, 109
  • 401(k) savings, 59
  • 501c(3) designation, 85–86
  • 529 Plan account, usage, 53–54
  • 1099 employment, 107

• a
• Abundance, presence, 43
• Account asset value, 119
• Acorns (app), 52
• Adeney, Peter, 9
• Advance purchase planning, learning, 39
• Age-based investments, 102
• Allowance, usage, 78
• Ally Bank, savings interest rate, 50
• American Dream, 75
  • redefining, 23
• American Express, generosity, 6
• Anchoring (bias), 105
• Andrews, Julie, 28
• Angelou, Maya, 26
• Anxious investor (financial personality type), 20
• Ashe, Arthur, 12
• Asset allocation, 96
  • control, 105
• Asset classes, 103
• Assets, protection, 109
• Auto-escalation, 47–48
• Auto insurance, 106

• b
• Baby Boomers, money personalities, 23, 24
• Back-end buck, 76–77
• Bad debt, 58
• Balance, saving, 51
• Bandwagon bias, 105
• Baseline values/goals, 33
  • personal financial wellness plan concept, 32
• Behavior
  • control, 105
  • management, 103–104
• Beneficiaries, 108
• Benna, Ted, 7
• Better Business Bureau, 86
• Biases, types, 105
• Bonds (investment type), 96
• Boy Scouts of America, financial lessons, 78
• Buckets, 112–114
  • accounts, 113
  • approach, 111
  • long-term savings bucket, 50
• Budgeting
  • concept, introduction, 60
  • details, 63–70
  • habits, creation, 11
  • knowledge, 64
  • monthly budget, creation, 65
  • software, 70
• Burke, Edmund, 49
• Business, outsourcing, 119

• c
• Capital gains/losses, 96
• Capital One 360, savings interest ...