Description
Table of Contents
PART I: FINANCIAL PLANNING
- The Personal Financial Planning Process
- Measuring Your Financial Health and Making a Plan
- Understanding and Appreciating the Time Value of Money
- Tax Planning and Strategies
PART II: MANAGING YOUR MONEY
- Cash or Liquid Asset Management
- Using Credit Cards: The Role of Open Credit
- Student and Consumer Loans: The Role of Planned Borrowing
- The Home and Automobile Decision
PART III: PROTECTING YOURSELF WITH INSURANCE
- Life and Health Insurance
- Property and Liability Insurance
PART IV: MANAGING YOUR INVESTMENTS
- Investment Basics
- Investing in Stocks
- Investing in Bonds and Other Alternatives
- Mutual Funds and Exchange-Traded Funds: An Easy Way to Diversify
PART V: LIFE CYCLE ISSUES
- Retirement Planning
- Estate Planning: Saving Your Heirs Money and Headaches
- Financial Life Events: Fitting the Pieces Together