Financial Planning

Catalog description

A comprehensive study of personal management from the individual consumer, family, and small business points of view, with a life-cycle perspective. Explores 1) financial goals and objectives, budgets and other tools, money and money management, borrowing and debt management, tax planning, and housing; 2) personal risk management and insurance (life, health, property, and liability); 3) stocks, bonds, mutual funds, and other investments; and 4) retirement and estate planning.