This text, now in its tenth edition, is clear and concise with shorter chapters that allow for flexible course organization without compromising coverage. Designed as a mid-level approach to personal financial planning, this text is written in a conversational style with many real-life examples. The life-cycle approach, practical applications, and decision-making focus are reinforced with expert advice, helpful tools, and real-life examples.
Die Inhaltsangabe kann sich auf eine andere Ausgabe dieses Titels beziehen.
PART ONE. FOUNDATIONS OF FINANCIAL PLANNING 1. Understanding the Financial Planning Process 2. Your Financial Statements and Plans 3. Managing Your Taxes PART TWO. MANAGING BASIC ASSETS 4. Managing Your Cash and Savings 5. Making Automobile and Housing Decisions PART THREE. MANAGING CREDIT 6. Borrowing On Open Account 7. Using Consumer Loans PART FOUR. MANAGING INSURANCE NEEDS 8. Insuring Your Life 9. Insuring Your Health 10. Protecting Your Property PART FIVE. MANAGING INVESTMENTS 11. Investment Planning 12. Investing in Stocks and Bonds 13. Investing in Mutual Funds PART SIX. RETIREMENT AND ESTATE PLANNING 14. Planning for Retirement 15. Preserving Your Estate APPENDICES Appendix A. Table of Future Value Factors Appendix B. Table of Future Value of Annuity Factors Appendix C. Table of Present Value Factors Appendix D. Table of Present Value of Annuity Factors
This text, now in its tenth edition, is clear and concise with shorter chapters that allow for flexible course organization without compromising coverage. Designed as a mid-level approach to personal financial planning, this text is written in a conversational style with many real-life examples. The life-cycle approach, practical applications, and decision-making focus are reinforced with expert advice, helpful tools, and real-life examples.
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