Introduction to Personal Financial Planning: A Practical Approach

Häftad, Engelska, 2013

AvAlexander Kondeas,David Stewart,Nicholas Daves

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A concise, rigorous, and exciting textbook for students enrolled in an introductory course to finance and personal finance. Every topic of this text is infused with real life examples and practical applications, allowing students to realize how they can personally benefit from the material they study.

Produktinformation

Utgivningsdatum2013-08-21
Mått216 x 279 x 14 mm
FormatHäftad
SpråkEngelska
Antal sidor264
Upplaga2
FörlagKendall/Hunt Publishing Co ,U.S.
ISBN9781465231376

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Nationalekonomi inom Ekonomi och Ledarskap

About the AuthorsPrefaceCHAPTERONEPersonal Financial Planning1.1Introduction1.2The Financial Planning Process1.3The CFP Board of Standards Code of Ethics and Professional Responsibility1.4Practical Application: Meet the MilfordsSummaryReview QuestionsAppendixCHAPTERTWOTime Value of Money: Loan and Investment Calculations2.1Introduction2.2Annuities2.3PerpetuitiesSummaryReview QuestionsCHAPTERTHREEApplied Time Value of Money3.1Introduction3.2Annuities and More Frequent Compounding3.3Growing AnnuitiesSummaryReview QuestionsCHAPTERFOURPersonal Financial Scorecards4.1Introduction4.2Financial Statement Analysis4.3The Budget4.4Practical Application: Good Debt-Bad DebtSummaryReview QuestionsCHAPTERFIVEIncome Tax Planning5.1Introduction5.2Calculating Personal Income Taxes5.3Practical Application: How Much Do You Have to Earn to File a Tax Return?5.4Income Tax Planning StrategiesSummaryReview QuestionsCHAPTERSIXHigher Education Planning: Paying for College6.1Introduction6.2Types of Federal Financial Aid for Higher Education6.3Planning for Higher Education ExpensesSummaryReview QuestionsCHAPTERSEVENInvestment Planning: Creating Wealth7.1Introduction7.2Measuring Investment Returns7.3Measuring Investment Risk7.4Risk PreferencesSummaryReview QuestionsCHAPTEREIGHTInsurance Planning: Risk Management8.1Introduction8.2Life Insurance8.3Disability Insurance8.4Health Insurance8.5Social Insurance8.6Property and Liability InsuranceSummaryReview QuestionsCHAPTERNINERetirement Planning: Retirement for Older People,Planning for Young and Old Alike9.1Introduction9.2Sources of Retirement IncomeSummaryReview QuestionsCHAPTERTENEstate Planning: Closing the Book and Leaving a Legacy10.1Introduction10.2The Federal Estate Tax (Transfers at Death)10.3Trusts and Estate Planning10.4Gifts (Transfers during Life)10.5The Federal Generation-Skipping Transfer TaxSummaryReview QuestionsCHAPTERELEVENThe Legal and Regulatory Environment of FinancialPlanning11.1Introduction11.2Business Law11.3Types of Business EntitiesSummaryReview Questions