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Index > Index - Pg. 303

Index Federal Insurance Contributions Act (see FICA) Federal National Mortgage Association (see Fannie Mae) fee and commission planners (financial planner), 228 fee-only planners (financial planner), 227 FICA (Federal Insurance Contributions Act), 238 Fidelity, 164 fiduciaries, 14 figuring Social Security benefit, 239, 240 financial goals alternative uses for 401(k) plan assets, 81, 82, 83 calculating savings need, 87 good uses, 86 investment strategies, 87 poor reasons to borrow from your 401(k) plan, 83, 84, 85, 86 retirement savings, 43, 44, 45 strategies, 45, 46 financial independence eight steps, 264, 265 financial planners, 223, 224, 232 AICPAPFPs, 232 areas of planning, 225 estate planning, 226 investment planning, 226 organization, 225 retirement planning, 226 risk management, 225 tax planning, 226 CFAs, 233 CFCs, 233 CFPs, 232 choosing a financial planner, 229, 230 303 Oakmark Equity & Income I, 122, 123 objective compared to portfolio, 124 Royce Low-Priced Stock, 123 Van Kampen Emerging Growth A, 123 fund objective (fund evaluation category), 120 compared to portfolio used to achieve return, 124 funding education as poor reason to borrow from your 401(k) plan, 84, 85, 86 funding retirement goals, 59 future considerations IRAs and 401(k) plans, 94, 95 future defecit Social Security, 237, 238 G GICs, 110 global funds, 113 goal setting, 97, 98, 99 goals retirement savings, 43 savings retirement planning, 194, 195 government guidelines for employers 401(k) plan loans, 169 graded vesting, 19 growth and income funds, 112 growth fund managers, 120 growth funds, 112 versus value funds, 119, 120 growth investments, 99, 102 choosing the ideal investment, 114, 115