Nguồn ngoài

Family Financial Planning: Principles and Practice

Business

Tác giả: Xiaohui Sophie Li
Nhà xuất bản: Northern Illinois University
Nguồn: LibreTexts
Giấy phép: CC BY-NC-SA
Ngôn ngữ: EN
Danh mục: Quản trị kinh doanh

Đọc trực tuyến Tải PDF (nguồn mở)

Mục lục· 82 mục

01: Financial Planning
1.01: Introduction
1.02: The Planning Process
1.03: Financial Planning Principles
1.04: Financial Planning Professionals
1.05: Summary
02: Time Value of Money and Economic Cycle
2.01: Introduction
2.02: Time Value of Money
2.03: Economic Cycle
2.04: Summary
03: Money Management Basics
3.01: Introduction
3.02: Financial Statements
3.03: Budgeting
3.04: Financial Records and Financial Ratios
3.05: Summary
04: Cash Management and Banking
4.01: Introduction
4.02: Bank Accounts Interest Calculations and Financial Institutions
4.03: Banking Safety Emergency Funds and Fee Management
4.04: Digital Banking Automation and Summary
4.05: Summary
05: Credit and Loans
5.01: Introduction
5.02: Credit Fundamentals and Types
5.03: Credit Cards Credit Reports and Credit Scores
5.04: Debt Management and Elimination
5.05: Summary
06: Taxes and Tax Planning
6.01: Introduction
6.02: Sources of Taxation and Kinds of Taxes
6.03: The U.S. Federal Income Tax Process
6.04: Record Keeping Preparation and Filing
6.05: Taxes and Financial Planning
6.06: Summary
07: Risk Management - Insurances
7.01: Introduction
7.02: Insuring Your Property
7.03: Insuring Your Health
7.04: Insuring Your Income
7.05: Summary
08: Buying a Home
8.01: Introduction
8.02: Deciding to Buy and Selecting Your Home
8.03: Financing Your Home Purchase
8.04: The Home Buying Process
8.05: Managing Your Home and Understanding the Housing Market
8.06: Summary
09: Buying a Car
9.01: Introduction
9.02: Researching and Selecting a Vehicle
9.03: Financing Leasing and Negotiating Your Vehicle Purchase
9.04: Summary
10: Retirement Planning
10.01: Introduction
10.02: Projecting Your Retirement Needs
10.03: Employer-Sponsored Retirement Plans
10.04: Social Security and Federal Retirement Programs
10.05: Individual Retirement Accounts and Self-Employment Plans
10.06: Summary
11: Investment Basics
11.01: Introduction
11.02: Investment Fundamentals and Philosophy
11.03: Investment Instruments and Markets
11.04: Investment Strategies and Research
11.05: Investment Analysis and Metrics
11.06: Summary
12: Estate Planning
12.01: Introduction
12.02: Wills Probate and Estate Fundamentals
12.03: Trusts Gifts and Tax Planning
12.04: Planning for Incapacity
12.05: Basic Funeral Considerations
12.06: Summary
13: Marriage Children and Money
13.01: Introduction
13.02: Financial Foundations of Marriage
13.03: Managing Money in Marriage
13.04: Teaching Children About Money
13.05: Building Healthy Family Financial Habits
13.06: Summary