パーソナル・ファイナンス：研究ハンドブック<br>Research Handbook on Personal Finance (Research Handbooks in Money and Finance series)

パーソナル・ファイナンス：研究ハンドブック
Research Handbook on Personal Finance (Research Handbooks in Money and Finance series)

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  • 製本 Hardcover:ハードカバー版／ページ数 338 p.
  • 言語 ENG
  • 商品コード 9781035323005
  • DDC分類 332.024

Full Description

This Research Handbook serves as a comprehensive guide to personal finance, providing a historical overview of the field and highlighting the importance of financial wellbeing. Expert authors bring an international perspective to modern financial issues including proactive decision-making, financial socialization and trust, presenting a fresh take on this expanding landscape.

Contributors analyze the evolution of financial planning and financial goals, extending beyond traditional assessments to consider behavioral biases and psychological influences. They explore debates surrounding ethics, cultural and gender considerations, wellbeing, retirement savings, as well as theoretical considerations such as the individualization of savings and investments. Chapters emphasize emerging trends including fintech and artificial intelligence, and examine life-cycle planning, tax strategies and financial literacy. With both academic and practitioner perspectives, this Research Handbook examines the evolving preferences of consumers and clients.

Adopting an interdisciplinary approach that integrates economics, psychology, behavioral finance and policy analysis, this Research Handbook is a vital resource for scholars and students of financial economics and regulation, economics and finance, and banking. Financial planning practitioners and policymakers will also benefit from the summary of best practices.

Contents

Contents
1 Introduction to Research Handbook on Personal Finance 1
Sonya Lutter and Meghaan Lurtz
2 Historical overview of personal finance 10
Jodi Krausman and Chet Bennetts
3 Qualified providers of personal finance services 31
Cherie Stueve and Van Dinh
4 Personal finance help-seeking 55
Robert van Beek
5 Behavioural biases in personal finance 66
Merle van den Akker and Emily Daniels
6 Financial socialization 85
Emily Koochel
7 'I wouldn't start from here' - money and happiness 107
Chris Budd
8 Personal finance ethics 124
Thomas Crandall, Mindy Joseph and Megan McCoy
9 Understanding financial wellbeing 145
Marius van der Merwe
10 Understanding wealth: the foundations of gender dynamics in personal
finance 165
Christina Gossayn
11 Rebalancing wealth: the gender equation in personal finance 183
Christina Gossayn
12 Lifecycle personal finance research 202
Thomas Idzorek and Paul D. Kaplan
13 Retirement savings and income planning 224
Tao Guo
14 Comfort with risk: a new perspective on risk tolerance 244
John E. Grable, Abed Rabbani and Liana Holanda Nepomuceno Nobre
15 Research on individual tax planning 264
Danielle Winchester and P. Jeffrey Christakos
16 Cross-cultural personal finance 280
Amanda Craft, Michelle Cull, Kirsten MacDonald, Mark Brimble and
Katherine Hunt
17 Looking ahead in personal finance 303
Sonya Lutter and Meghaan Lurtz