Personal Financial Planning (Available Titles CengageNOW) - Hardcover

Gitman, Lawrence J.; Joehnk, Michael D.

Hardcover

ISBN 10: 0324282478 ISBN 13: 9780324282474

Publisher: South-Western College Pub, 2004

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.

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

About this edition

• Publisher: South-Western College Pub
• Publication date: 2004
• ISBN 10: 0324282478
• ISBN 13: 9780324282474
• Binding: Hardcover
• Number of pages: 720