Personal Financial Planning/Book and Worksheets - Hardcover

Michael D. Joehnk Lawrence J. Gitman; Michael D. Joehnk

Hardcover

ISBN 10: 003075481X ISBN 13: 9780030754814

Publisher: Dryden Pr, 1993

Synopsis

This text, now in its tenth edition, is clear and concise with shorter chapters that allow for flexible course organization without compromising coverage. Designed as a mid-level approach to personal financial planning, this text is written in a conversational style with many real-life examples. The life-cycle approach, practical applications, and decision-making focus are reinforced with expert advice, helpful tools, and real-life examples.

About this title

About the Author

Dr. Lawrence J. Gitman is an emeritus professor of finance at San Diego State University. He received his BA from Purdue University, MBA from the University of Dayton, and PhD from the University of Cincinnati. Dr. Gitman is a prolific author who has more than 50 articles appearing in Financial Management, the Financial Review, the Journal of Financial Planning, the Journal of Risk and Insurance, the Financial Services Review, the Journal of Financial Research, Financial Practice and Education, the Journal of Financial Education, and other scholarly publications. He has authored and coauthored numerous best-selling textbooks on various finance and business topics as well as investing. Authors Gitman and Joehnk's INVESTMENT FUNDAMENTALS: A GUIDE TO BECOMING A KNOWLEDGEABLE INVESTOR was selected as one of 1988's ten best personal finance books by Money magazine. An active member of numerous professional organizations, Dr. Gitman is past president of the Academy of Financial Services, the San Diego Chapter of the Financial Executives Institute, the Midwest Finance Association, and the FMA National Honor Society. In addition, he is a Certified Financial Planner (CFP). Dr. Gitman formerly served as a director on the CFP Board of Governors, as Vice President--Financial Education for the Financial Management Association, and as director of the San Diego MIT Enterprise Forum. He has two grown children and lives with his wife in La Jolla, California, where he is an avid cyclist.

Michael D. Joehnk is an emeritus professor of finance at Arizona State University. In addition to his academic appointments at ASU, Dr. Joehnk spent a year as a visiting professor of finance at the University of Otago in New Zealand. He received his B.A. and Ph.D. degrees from the University of Arizona and his M.B.A. from Arizona State University. A Chartered Financial Analyst (CFA), he has served as a member of the Candidate Curriculum Committee and of the Council of Examiners of the Institute of Chartered Financial Analysts. He has also served as a director of the Phoenix Society of Financial Analysts and as secretary-treasurer of the Western Finance Association, and was elected to two terms as vice-president of the Financial Management Association. Dr. Joehnk has authored or co-authored more than 50 articles, five popular books, and numerous monographs. In addition to co-authoring several books with Dr. Gitman, Dr. Joehnk wrote the highly successful paperback tradebook, INVESTING FOR SAFETY'S SAKE. He has also served as editor and has contributed to several other prominent books. His articles have appeared in Financial Management, the Journal of Finance, the Journal of Bank Research, the Journal of Portfolio Management, the Journal of Consumer Affairs, the Journal of Financial and Quantitative Analysis, the AAII Journal, the Journal of Financial Research, the Bell Journal of Economics, the Daily Bond Buyer, Financial Planner, and other publications. Dr. Joehnk served a six-year term as executive co-editor of the Journal of Financial Research. He and his wife live in Flagstaff, Arizona, where they enjoy hiking and other activities in the nearby mountains and canyons.

Review

PART ONE. FOUNDATIONS OF FINANCIAL PLANNING 1. Understanding the Financial Planning Process 2. Your Financial Statements and Plans 3. Managing Your Taxes PART TWO. MANAGING BASIC ASSETS 4. Managing Your Cash and Savings 5. Making Automobile and Housing Decisions PART THREE. MANAGING CREDIT 6. Borrowing On Open Account 7. Using Consumer Loans PART FOUR. MANAGING INSURANCE NEEDS 8. Insuring Your Life 9. Insuring Your Health 10. Protecting Your Property PART FIVE. MANAGING INVESTMENTS 11. Investment Planning 12. Investing in Stocks and Bonds 13. Investing in Mutual Funds PART SIX. RETIREMENT AND ESTATE PLANNING 14. Planning for Retirement 15. Preserving Your Estate APPENDICES Appendix A. Table of Future Value Factors Appendix B. Table of Future Value of Annuity Factors Appendix C. Table of Present Value Factors Appendix D. Table of Present Value of Annuity Factors

Edition details

• Publisher: Dryden Pr
• Publication date: 1993
• ISBN 10: 003075481X
• ISBN 13: 9780030754814
• Binding: Hardcover
• Language: English
• Edition number: 6