Phu Xuan University Library
|
PXU E-LIB
Sign in
FF

External

Family Financial Planning: Principles and Practice

Business
Author
Xiaohui Sophie Li
Publisher
Northern Illinois University
Source
LibreTexts
License
CC BY-NC-SA
Language
EN
Category
Business Administration
Read online Download PDF (open licence)
Contents· 82 sections
  1. 01: Financial Planning
  2. 1.01: Introduction
  3. 1.02: The Planning Process
  4. 1.03: Financial Planning Principles
  5. 1.04: Financial Planning Professionals
  6. 1.05: Summary
  7. 02: Time Value of Money and Economic Cycle
  8. 2.01: Introduction
  9. 2.02: Time Value of Money
  10. 2.03: Economic Cycle
  11. 2.04: Summary
  12. 03: Money Management Basics
  13. 3.01: Introduction
  14. 3.02: Financial Statements
  15. 3.03: Budgeting
  16. 3.04: Financial Records and Financial Ratios
  17. 3.05: Summary
  18. 04: Cash Management and Banking
  19. 4.01: Introduction
  20. 4.02: Bank Accounts Interest Calculations and Financial Institutions
  21. 4.03: Banking Safety Emergency Funds and Fee Management
  22. 4.04: Digital Banking Automation and Summary
  23. 4.05: Summary
  24. 05: Credit and Loans
  25. 5.01: Introduction
  26. 5.02: Credit Fundamentals and Types
  27. 5.03: Credit Cards Credit Reports and Credit Scores
  28. 5.04: Debt Management and Elimination
  29. 5.05: Summary
  30. 06: Taxes and Tax Planning
  31. 6.01: Introduction
  32. 6.02: Sources of Taxation and Kinds of Taxes
  33. 6.03: The U.S. Federal Income Tax Process
  34. 6.04: Record Keeping Preparation and Filing
  35. 6.05: Taxes and Financial Planning
  36. 6.06: Summary
  37. 07: Risk Management - Insurances
  38. 7.01: Introduction
  39. 7.02: Insuring Your Property
  40. 7.03: Insuring Your Health
  41. 7.04: Insuring Your Income
  42. 7.05: Summary
  43. 08: Buying a Home
  44. 8.01: Introduction
  45. 8.02: Deciding to Buy and Selecting Your Home
  46. 8.03: Financing Your Home Purchase
  47. 8.04: The Home Buying Process
  48. 8.05: Managing Your Home and Understanding the Housing Market
  49. 8.06: Summary
  50. 09: Buying a Car
  51. 9.01: Introduction
  52. 9.02: Researching and Selecting a Vehicle
  53. 9.03: Financing Leasing and Negotiating Your Vehicle Purchase
  54. 9.04: Summary
  55. 10: Retirement Planning
  56. 10.01: Introduction
  57. 10.02: Projecting Your Retirement Needs
  58. 10.03: Employer-Sponsored Retirement Plans
  59. 10.04: Social Security and Federal Retirement Programs
  60. 10.05: Individual Retirement Accounts and Self-Employment Plans
  61. 10.06: Summary
  62. 11: Investment Basics
  63. 11.01: Introduction
  64. 11.02: Investment Fundamentals and Philosophy
  65. 11.03: Investment Instruments and Markets
  66. 11.04: Investment Strategies and Research
  67. 11.05: Investment Analysis and Metrics
  68. 11.06: Summary
  69. 12: Estate Planning
  70. 12.01: Introduction
  71. 12.02: Wills Probate and Estate Fundamentals
  72. 12.03: Trusts Gifts and Tax Planning
  73. 12.04: Planning for Incapacity
  74. 12.05: Basic Funeral Considerations
  75. 12.06: Summary
  76. 13: Marriage Children and Money
  77. 13.01: Introduction
  78. 13.02: Financial Foundations of Marriage
  79. 13.03: Managing Money in Marriage
  80. 13.04: Teaching Children About Money
  81. 13.05: Building Healthy Family Financial Habits
  82. 13.06: Summary