Description
Book SynopsisFinancial Planning and Personal Finance 1st Edition is the most comprehensive text on the market, covering both professional Financial Planning and Personal Finance. Using a structured, step-by-step approach, you will learn about financial planning from a professional and personal perspective: how to save and invest, manage loans, file taxes, and decrease credit card debt. Real-life scenarios covering a wide range of financial challenges enable you to appreciate the relevance of key concepts, and useful perspectives from personal finance and financial planning experts helps you apply those concepts. Maths-based examples illustrate the critical importance of achieving long-term financial goals through investing. Get up to speed with a variety of digital financial management tools with expert, up-to-date coverage of FinTech, and access helpful resources via your instructor.
Table of ContentsPart 1 Financial planning 1 Understanding personal finance 2 Career planning 3 Financial statements, tools and budgets Part 2 Financial management 4 Managing income taxes 5 Managing savings accounts 6 Building and maintaining good credit 7 Credit cards and consumer loans 8 Obtaining affordable housing Part 3 Income and asset protection 9 Managing property and liability risk 10 Planning for health care expenses 11 Life insurance planning PART 4 Investments 12 Investment fundamentals 13 Investing in shares and bonds 14 Managed and exchange traded funds 15 Real estate and alternative investments 16 Managed funds/superannuation 17 Retirement and estate planning 18 Estimating social security benefits
