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TOC
Current
Table of Contents
About the Authors
Acknowledgments
Dedications
Preface
1
Personal Financial Planning
1.1
Introduction
1.2
Individual or “Micro” Factors That Affect Financial Thinking
1.3
Systemic or “Macro” Factors That Affect Financial Thinking
1.4
The Planning Process
1.5
Financial Planning Professionals
2
Basic Ideas of Finance
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2.1
Introduction
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2.2
Income and Expenses
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2.3
Assets
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2.4
Debt and Equity
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2.5
Income and Risk
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3
Financial Statements
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3.1
Introduction
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3.2
Accounting and Financial Statements
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3.3
Comparing and Analyzing Financial Statements
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3.4
Accounting Software: An Overview
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4
Evaluating Choices: Time, Risk, and Value
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4.1
Introduction
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4.2
The Time Value of Money
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4.3
Calculating the Relationship of Time and Value
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4.4
Valuing a Series of Cash Flows
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4.5
Using Financial Statements to Evaluate Financial Choices
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4.6
Evaluating Risk
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5
Financial Plans: Budgets
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5.1
Introduction
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5.2
The Budget Process
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5.3
Creating the Comprehensive Budget
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5.4
The Cash Budget and Other Specialized Budgets
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5.5
Budget Variances
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5.6
Budgets, Financial Statements, and Financial Decisions
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6
Taxes and Tax Planning
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6.1
Introduction
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6.2
Sources of Taxation and Kinds of Taxes
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6.3
The U.S. Federal Income Tax Process
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6.4
Record Keeping, Preparation, and Filing
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6.5
Taxes and Financial Planning
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7
Financial Management
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7.1
Introduction
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7.2
Your Own Money: Cash
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7.3
Your Own Money: Savings
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7.4
Other People’s Money: Credit
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7.5
Other People’s Money: An Introduction to Debt
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8
Consumer Strategies
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8.1
Introduction
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8.2
Consumer Purchases
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8.3
A Major Purchase: Buying a Car
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9
Buying a Home
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9.1
Introduction
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9.2
Identify the Product and the Market
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9.3
Identify the Financing
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9.4
Purchasing and Owning Your Home
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10
Personal Risk Management: Insurance
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10.1
Introduction
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10.2
Insuring Your Property
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10.3
Insuring Your Health
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10.4
Insuring Your Income
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11
Personal Risk Management: Retirement and Estate Planning
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11.1
Introduction
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11.2
Retirement Planning: Projecting Needs
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11.3
Retirement Planning: Ways to Save
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11.4
Estate Planning
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12
Investing
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12.1
Introduction
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12.2
Investments and Markets: A Brief Overview
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12.3
Investment Planning
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12.4
Measuring Return and Risk
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12.5
Diversification: Return with Less Risk
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13
Behavioral Finance and Market Behavior
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13.1
Introduction
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13.2
Investor Behavior
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13.3
Market Behavior
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13.4
Extreme Market Behavior
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13.5
Behavioral Finance and Investment Strategies
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14
The Practice of Investment
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14.1
Introduction
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14.2
Investment Information
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14.3
Investing and Trading
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14.4
Ethics and Regulation
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14.5
Investing Internationally: Risks and Regulations
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15
Owning Stocks
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15.1
Introduction
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15.2
Stocks and Stock Markets
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15.3
Stock Value
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15.4
Common Measures of Value
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15.5
Equity Strategies
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16
Owning Bonds
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16.1
Introduction
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16.2
Bonds and Bond Markets
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16.3
Bond Value
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16.4
Bond Strategies
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17
Investing in Mutual Funds, Commodities, Real Estate, and Collectibles
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17.1
Introduction
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17.2
Mutual Funds
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17.3
Real Estate Investments
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17.4
Commodities and Collectibles
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18
Career Planning
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18.1
Introduction
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18.2
Choosing a Job
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18.3
Finding a Job
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18.4
Leaving a Job
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