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Personal Finance: Turning Money into Wealth and Workbook Package

Опубликовано на портале: 22-09-2003
New Jersey: Prentice-Hall, 2001
Тематический раздел:
For a one semester introductory course in personal finance. This text is written directly to the student. The only 4-color designed personal finance text introduces the student to the concepts, tools, and applications of personal finance and investments. In order to leave a lasting impression, this book concentrates on the fundamentals and underlying principles of personal finance, rather than focusing on equations and specific tools which are more easily forgotten. Building on the 15 Axioms of Personal Finance, the text helps the students develop an intuitive understanding not only of the process of financial planning, but also the logic that drives it.

ISBN: 0-13-055613-0
На сайте, посвященном книге, можно посмотреть выдержки из ее глав с указанием ссылок на различные фонды (паевые, пенсионные), интернет-ресурсы (например, финансовые калькуляторы), периодические печатные издания, литературу и пр.
I. FINANCIAL PLANNING.

1. Financial Planning: The Ties That Bind.
2. Measuring Your Financial Health and Making a Plan.
3. Understanding the Time Value of Money.
4. Tax Planning and Strategies.

II. MANAGING YOUR MONEY.

5. Cash or Liquid Asset Management.
6. Using Credit Cards: The Role of Open Credit.
7. Using Consumer Loans: The Role of Planned Borrowing.
8. The Home and Automobile Decision.

III. PROTECTING YOURSELF.

9. Life and Health Insurance.
10. Property and Liability Insurance.

IV. MANAGING YOUR INVESTMENTS.

11. Investment Basics.
12. Securities Markets.
13. Investing in Stocks.
14. Investing in Bonds and Other Alternatives.
15. Mutual Funds: An Easy Way to Diversify.
16. Retirement Planning.

V. RETIREMENT AND ESTATE PLANNING.

17. Estate Planning: Saving Your Heirs Money and Headaches.
18. Your Financial Future Starts Now.
Appendix A. Compound Sum of $1.
Appendix B. Present Value of $1.
Appendix C. Compound Sum of an Annuity of $1 for n Periods.
Appendix D. Present Value of an Annuity of $1 for n Periods.
Appendix E. Monthly Installment Loan Tables.
Index.

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