Financial Planning and Personal Finance : Australia and New Zealand Edition

Garman, E. Thomas/ Forgue, Raymond/ Yesseleva-Pionka, Mariya

Cengage Australia（2022/10発売）

• 製本 Paperback:紙装版/ペーパーバック版／ページ数 672 p.
• 言語 ENG
• 商品コード 9780170449502

Full Description

Financial Planning and Personal Finance 1st Edition is the most comprehensive text on the market, covering both professional Financial Planning and Personal Finance. Using a structured, step-by-step approach, you will learn about financial planning from a professional and personal perspective: how to save and invest, manage loans, file taxes, and decrease credit card debt. Real-life scenarios covering a wide range of financial challenges enable you to appreciate the relevance of key concepts, and useful perspectives from personal finance and financial planning experts helps you apply those concepts. Maths-based examples illustrate the critical importance of achieving long-term financial goals through investing. Get up to speed with a variety of digital financial management tools with expert, up-to-date coverage of FinTech, and access helpful resources via your instructor.

Contents

Part 1 Financial planning
1 Understanding personal finance
2 Career planning
3 Financial statements, tools and budgets

Part 2 Financial management
4 Managing income taxes
5 Managing savings accounts
6 Building and maintaining good credit
7 Credit cards and consumer loans
8 Obtaining affordable housing

Part 3 Income and asset protection
9 Managing property and liability risk
10 Planning for health care expenses
11 Life insurance planning

PART 4 Investments
12 Investment fundamentals
13 Investing in shares and bonds
14 Managed and exchange traded funds
15 Real estate and alternative investments
16 Managed funds/superannuation
17 Retirement and estate planning
18 Estimating social security benefits