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Preface Financial Literacy Pre-Test 1. Overview of a Financial Plan PART I. TOOLS FOR FINANCIAL PLANNING 2. Planning with Personal Financial Statements 3. Applying Time Value Concepts 4. Using Tax Concepts for Planning PART II. MANAGING YOUR LIQUIDITY 5. Banking and Interest Rates 6. Managing Your Money 7. Assessing and Securing Your Credit 8. Managing Your Credit PART III. PERSONAL FINANCING 9. Personal Loans 10. Purchasing and Financing a Home PART IV. PROTECTING YOUR WEALTH 11. Auto and Homeowner’s Insurance 12. Health and Disability Insurance 13. Life Insurance PART V. PERSONAL INVESTING 14. Investing Fundamentals 15. Investing in Stocks 16. Investing in Bonds 17. Investing in Mutual Funds 18. Asset Allocation PART VI. RETIREMENT AND ESTATE PLANNING 19. Retirement Planning 20. Estate Planning PART VII. SYNTHESIS OF FINANCIAL PLANNING 21. Integrating the Components of a Financial Plan Financial Literacy Post-Test Appendix A. Your Career Appendix B. Projects Appendix C. Financial Tables Table of Contents
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