9780030339622

Personal Financial Planning

by ;
  • ISBN13:

    9780030339622

  • ISBN10:

    0030339626

  • Edition: 9th
  • Format: Hardcover
  • Copyright: 11/16/2001
  • Publisher: South-Western College Pub
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Summary

This market leading text keeps getting better. The ninth edition is a clear and concise text with shorter chapters allowing for a flexible course organization without compromising coverage. A new four-color design, new marginal glossary, and icons help to bring in up-to-the-minute developments that affect everyone. The life-cycle approach, practical applications, and decision-making focus are reinforced with real-life examples, expert advice, and helpful tools.

Table of Contents

Preface vii
PART I Foundations in Financial Planning 1(132)
Understanding the Financial Planning Process
2(36)
Your Financial Statements and Plans
38(48)
Managing Your Taxes
86(47)
PART II Managing Basic Assets 133(90)
Managing Your Cash and Savings
134(38)
Making Automobile and Housing Decisions
172(51)
PART III Managing Credit 223(90)
Borrowing on Open Account
224(48)
Using Consumer Loans
272(41)
PART IV Managing Insurance Needs 313(130)
Insuring Your Life
314(46)
Insuring Your Health
360(44)
Protecting Your Property
404(39)
PART V Managing Investments 443(156)
Investment Planning
444(60)
Investing in Stocks and Bonds
504(52)
Investing in Mutual Funds
556(43)
PART VI Retirement and Estate Planning 599(91)
Planning for Retirement
600(48)
Preserving Your Estate
648(42)
Appendix A Table of Future Value Factors 690(1)
Appendix B Table of Future Value of Annuity Factors 691(1)
Appendix C Table of Present Value Factors 692(1)
Appendix D Table of Present Value of Annuity Factors 693(1)
Index 694(15)
Credits 709
Summary of Personal Financial Goals
1(2)
Analyzing the Benefit of a Second Income
3(2)
Balance Sheet
5(2)
Income and Expense Statement
7(2)
2000 Tax Return (Form 1040EZ)
9(2)
2000 Tax Return (Form 1040)
11(2)
An Account Reconciliation Form Statement
13(2)
Comparing Automobile Lease versus Purchase Costs
15(2)
Home Affordability Analysis
17(2)
Rent-or-Buy Cost Comparison
19(2)
Mortgage Refinancing Analysis
21(2)
Tracking Your Consumer Debt
23(2)
To Borrow or Not To Borrow
25(2)
Determining the Need for Life Insurance
27(2)
Estimating Disability Income Insurance Needs
29(2)
Health Care Plan Checklist
31(2)
Finding the Amount of Investment Capital
33(2)
Estimating Future Retirement Needs
35(2)
An Executor's Checklst of Items to Keep in a Safe-deposit Box
37(2)
Computing Federal Estate Tax Due
39(2)
Annual Cash Budget by Month
41(2)
Budget Control Schedule
43(2)
Keeping Tabs on Your Investment Holdings
45

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