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Synopsis:
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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Table of Contents:
Part One: FOUNDATIONS OF FINANCIAL PLANNING. 1. Understanding the Financial Planning Process. 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.
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