Personal & Family Finance

Edition: 7

Copyright: 2019

Pages: 276

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Ebook

$34.03 USD

ISBN 9781524995829

Details Electronic Delivery EBOOK 180 days

"If you don't know where you are going, you will wind up somewhere else."
Yogi Berra

Personal & Family Finance Workbook gives the reader the valuable lessons and tools to navigate a principled life that is full of integrity and responsibility – ultimately leading to financial independence.

Many students find the topics covered in a Personal and Family Finance course to be the most relevant they encounter during college. Personal & Family Finance Workbook helps readers understand the usefulness of sound financial planning, with an emphasis on the mathematical concepts encountered in planning one's financial future.

Personal & Family Finance Workbook by Robert O. Weagley and Starla Green Ivey:

  • Simplifies and enhances the process of learning the many different topics and formulas necessary to "orchestrate" one’s financial future.
  • Integrates examples and problems to help readers apply concepts to today’s financial marketplace.
  • Includes problems, along with detailed instructions, for using popular financial calculators such as Hewlett Packard 10BII+ and Texas Instruments BA II+.

Preface

Introduction

Section One-Time Value of Money
Assignment 1.1 Mathematics of Banking
Assignment 1.2 Time Value of Money Problems

Section Two-Personal Financial Statements
Assignment 2.1 Net Worth Statement
Assignment 2.2 Annual Income and Expense Statement
Assignment 2.3 Budgeting and Recording Monthly Expenses
Assignment 2.4 Financial Ratios

Section Three-Cash Management
Assignment 3.1 Savings Account Mathematics

Section Four- Credit and Loans
Assignment 4.1 Credit Calculations

Section Five-Taxes
Assignment 5.1 Federal Income Tax Calculations

Section Six-Risk Management and Insurance
Assignment 6.1 Life Insurance
Assignment 6.2 The Appendectomy
Assignment 6.3 Annual Out-of-Pocket Health Expenses
Assignment 6.4 Property and Auto Insurance

Section Seven- Housing
Assignment 7.1 Home Mortgage Loan Calculations
Assignment 7.2 Home Affordability

Section Eight-Investing
Assignment 8.1 Investing in Stocks
Assignment 8.2 Investing in Bonds
Assignment 8.3 Investing in Mutual Funds

Section Nine-Retirement Planning

Section Ten-Estate Planning

Robert O Weagley
Starla Green Ivey

"If you don't know where you are going, you will wind up somewhere else."
Yogi Berra

Personal & Family Finance Workbook gives the reader the valuable lessons and tools to navigate a principled life that is full of integrity and responsibility – ultimately leading to financial independence.

Many students find the topics covered in a Personal and Family Finance course to be the most relevant they encounter during college. Personal & Family Finance Workbook helps readers understand the usefulness of sound financial planning, with an emphasis on the mathematical concepts encountered in planning one's financial future.

Personal & Family Finance Workbook by Robert O. Weagley and Starla Green Ivey:

  • Simplifies and enhances the process of learning the many different topics and formulas necessary to "orchestrate" one’s financial future.
  • Integrates examples and problems to help readers apply concepts to today’s financial marketplace.
  • Includes problems, along with detailed instructions, for using popular financial calculators such as Hewlett Packard 10BII+ and Texas Instruments BA II+.

Preface

Introduction

Section One-Time Value of Money
Assignment 1.1 Mathematics of Banking
Assignment 1.2 Time Value of Money Problems

Section Two-Personal Financial Statements
Assignment 2.1 Net Worth Statement
Assignment 2.2 Annual Income and Expense Statement
Assignment 2.3 Budgeting and Recording Monthly Expenses
Assignment 2.4 Financial Ratios

Section Three-Cash Management
Assignment 3.1 Savings Account Mathematics

Section Four- Credit and Loans
Assignment 4.1 Credit Calculations

Section Five-Taxes
Assignment 5.1 Federal Income Tax Calculations

Section Six-Risk Management and Insurance
Assignment 6.1 Life Insurance
Assignment 6.2 The Appendectomy
Assignment 6.3 Annual Out-of-Pocket Health Expenses
Assignment 6.4 Property and Auto Insurance

Section Seven- Housing
Assignment 7.1 Home Mortgage Loan Calculations
Assignment 7.2 Home Affordability

Section Eight-Investing
Assignment 8.1 Investing in Stocks
Assignment 8.2 Investing in Bonds
Assignment 8.3 Investing in Mutual Funds

Section Nine-Retirement Planning

Section Ten-Estate Planning

Robert O Weagley
Starla Green Ivey