Core Concepts of Personal Finance
Published on 2. April 2004
Book
Paperback/Softback
456 pages
978-0-471-46544-7 (ISBN)
Description
Access world-class business contents with Core Concepts and Business Extra Select! Outstanding Content: "Core Concepts of Personal Finance takes a streamlined approach that focuses on fundamentals and leaves room for additional content. Materials from Leading Business Publication: With Wileys Business Extra Select program, Instructors can build on the core text by adding articles, cases, and readings from such leading business resources as INSEAD, Ivey and Harvard Business School Cases, Fortune, The Economist, The Wall Street Journal, and more. Flexibility: Instructors can select a pre-build Business Extra Select CoursePack, or create their own CoursePack from the thousands of articles and cases in the Business Extra Select database. You can even add your own content. CoursePacks can be packaged with the text or purchased separately online. Low Price: The Core Concepts texts brief format translates into a lower cost for students.
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Persons
Walt J. Woerheide is the Vice-President of Academic Affairs at The American College in Bryn Mawr, Pennsylvania. Prior to that, he held faculty and administrative positions at the Rochester Institute of Technology, University of Michigan - Flint, and the University of Illinois at Chicago, and served as a Visiting Scholar with the Federal Home Loan Bank Board in Washington, D.C. He has published in a wide variety of journals, including Journal of Financial and Quantitative Analysis, Financial Services Review, Financial Counseling and Planning Journal of Consumer Affairs, Journal of Financial Planning, Journal of Retail Banking, Journal of Institute of Certified Financial Planners, and Real Estate Issues. He has served as President of the Academy of Financial Services and the Midwest Finance Association. Dr. Woerheide's undergraduate degree is in mathematical-economics from Brown University, and both his M.B.A. and Ph.D. with concentrations in finance are from Washington University in St. Louis.
Content
PART I. BASIC ISSAUES IN FINANCIAL PLANNING. 1. Understanding the Financial Planning Process. 2. Financial Planning and Budgeting. 3. Managing Your Taxes. 4. Time Value of Money. 5. Managing the Liquid Assets. PART II. BUYING ASSETS AND TAKING ON DEBT. 6. Borrowing on Open Account. 7. Acquiring Consumer Loans. 8. Buying and Selling Personal Assets: Houses and Cars. 9. Financing Personal Assets: Mortgages, Car Loans, and Car Leases. PART III. RISK AND INSURANCE. 10. Risk Management and Property and Casualty Insurance: Automobile and Homeowner's Policies. 11. Insuring Your Life. 12. Insuring Your Health. PART IV. INVESTMENTS. 13. Introduction to Investments and Fixed Return Investments. 14. Common Stock and Related Securities. 15. Investment Companies: Mutual Funds, Closed-End Funds, Unit Investment Trusts, and Investment Clubs. 16. Securities Markets and Market Mechanics. PART V. PLANNING FOR RETIREMENT AND DEATH. 17. Planning for Retirement, Part I: Social Security and Pensions. 18. Planning for Retirement, Part II: Tax-Favored Programs and Personal Savings. 19. Preparing for Death: Wills, Trusts, Gift and Estate Taxes. Appendix. Index.