Today's students wear many hats-& in the world of personal finance, there's only one text that can fit everyone's needs: Rejda/McNamara Personal Financial Planning. Bringing the world of personal finance to students as intelligent consumers of financial services, Rejda/McNamara cover all topics for today's changing society. Internet margin notes & exercises, together with Rejda's well-known "Insight Boxes" focus on real world application & experience that take the novice to a higher level of sophistication in the areas of financial planning. Rejda/McNamara is the most authoritative personal finance text available today covering areas of financial planning, investments, personal insurance, taxation, housing & more. Its modern pedagogy, technical accuracy, manageable length & uncluttered format place Personal Financial Planning leaps & bounds ahead of the competition. Features * Professionally oriented, technically accurate, up-to-date & student friendly with a sophisticated approach toward instruction. * Covers the fundamental essentials of finance (insurance, taxes, & retirement planing) but has an emphasis on investing material that is immediately useful to students. * Includes features such as: "Consider This" - a running marginal feature that offers pertinent advice for everyday situations, "Insight Boxes" - popular & current newspaper articles (from respected sources) about varying financial issues demonstrating the practicality & relevance of studying personal finance, & Internet exercises. Supplements Instructor's Resource Manual, Test Bank, Computerized Test Gen for Windows, PowerPoint Lecture Presentation, Personal Financial Planning Software Templates, & Study Guide. Table of Contents PART I: FUNDAMENTALS OF FINANCIAL PLANNING Chapter 1: Introduction to Financial Planning Chapter 2: Tools of Financial Planning Chapter 3: Money Management & Saving Chapter 4: Credit & Financial Planning Chapter 5: Borrowing & Debt Management Chapter 6: Tax Planning Chapter 7: Housing PART II: PROTECTION AGAINST FINANCIAL INSECURITY Chapter 8: Introduction to Risk Management & Insurance Chapter 9: Life Insurance Chapter 10: Health Insurance Chapter 11: Property & Liability Insurance PART III: THE ROLE OF INVESTMENT IN FINANCIAL PLANNING Chapter 12: Fundamentals of Investing Chapter 13: Investing in Stocks & Bonds Chapter 14: Investing in Mutual Funds Chapter 15: Other Investments PART IV: RETIREMENT PLANNING & ESTATE PLANNING Chapter 16: Retirement Planning Chapter 17: Estate Planning Appendix A: 99 Ways to Cut Costs Every Day Appendix B: Financial Tables Appendix C: Homeowners 3 (Special Form) Insurance Policy Appendix D: Personal Auto Policy
Using this story as a case study of executives and entrepreneurs, the book breaks down the case into chapters and offers practical discussions of all the key financial planning pillars—investment planning, tax planning, estate planning, ...
Complete information and advice on personal finances and important decisions, tailored to members of the armed forces.
Even though the contribution to the IRA is not tax-deductible, the IRA continues to have taxdeferred accumulations. ROTH IRA The Roth IRA is a form of nondeductible IRA. The primary benefit of a Roth IRA is that the withdrawals, ...
Siegel.7 To illustrate the research involved here, Table 9.2 shows selected rates of return determined by Siegel for the time periods indicated for common stocks, long-term government bonds, and short-term government securities.
Denby Brandon and H. Oliver Welch, The History of Financial Planning: The Transformation of Financial Services (Hoboken, New Jersey: John Wiley & Sons, 2009), 3–12. 6Ibid. 7Michael Chiasson, Catharine Gaharan, and Shawn Mauldin, ...
Each new copy of the text is accompanied by a FREE Personal Financial Planner workbook that is written to help students create and implement a personal financial plan.
What you’ll learnReaders of Plan Your Financial Future will learn: How to take advantage of benefits that are offered to them by their employer The importance of minimizing the effects of inflation on their portfolios as much as possible ...
But what do you need to become a CFPr and how can you make it a successful career path? The Complete Idiot's Guide to Success as a Personal Financial Planner has it all.
Key insights to planning your personal finances.
Legal Aspects of Personal Financial Planning