Gitman / Joehnk Personal Financl Planng 6e - Hardcover

Gitman, Lawrence J

Hardcover

ISBN 10: 003075481X ISBN 13: 9780030754814

Publisher: Thomson Learning, 1993

Synopsis

Personal Financial Planning emphasizes how changing life situations impact an ever evolving personal financial plan. Illustrating today's financial issues with real-life scenarios, this text helps students in undergraduate and continuing education courses evaluate their circumstances and execute an effective financial plan of action.

About this title

Review

PART ONE. FOUNDATIONS OF FINANCIAL PLANNING 1. Understanding the Financial Planning Process 2. Your Financial Statements and Plans 3. Managing Your Taxes PART TWO. MANAGING BASIC ASSETS 4. Managing Your Cash and Savings 5. Making Automobile and Housing Decisions PART THREE. MANAGING CREDIT 6. Borrowing On Open Account 7. Using Consumer Loans PART FOUR. MANAGING INSURANCE NEEDS 8. Insuring Your Life 9. Insuring Your Health 10. Protecting Your Property PART FIVE. MANAGING INVESTMENTS 11. Investment Planning 12. Investing in Stocks and Bonds 13. Investing in Mutual Funds PART SIX. RETIREMENT AND ESTATE PLANNING 14. Planning for Retirement 15. Preserving Your Estate APPENDICES Appendix A. Table of Future Value Factors Appendix B. Table of Future Value of Annuity Factors Appendix C. Table of Present Value Factors Appendix D. Table of Present Value of Annuity Factors

About the Author

Lawrence J. Gitman is an emeritus professor of finance at San Diego State University. He received his BA from Purdue University, MBA from the University of Dayton, and PhD from the University of Cincinnati. A prolific author, Dr. Gitman has published more than 50 articles appearing in FINANCIAL MANAGEMENT, the FINANCIAL REVIEW, JOURNAL OF FINANCIAL PLANNING, JOURNAL OF RISK AND INSURANCE, FINANCIAL SERVICES REVIEW, JOURNAL OF FINANCIAL RESEARCH, FINANCIAL PRACTICE AND EDUCATION, JOURNAL OF FINANCIAL EDUCATION, and other scholarly publications.

Michael D. Joehnk is an emeritus professor of finance at Arizona State University. In addition to his academic appointments at ASU, Dr. Joehnk spent a year as a visiting professor of finance at the University of Otago in New Zealand. He received his BA and PhD degrees from the University of Arizona and his MBA from Arizona State University. A Chartered Financial Analyst (CFA), he served as a member of the Candidate Curriculum Committee and of the Council of Examiners of the Institute of Chartered Financial Analysts. He also served as a director of the Phoenix Society of Financial Analysts and as secretary-treasurer of the Western Finance Association and was elected to two terms as vice president of the Financial Management Association. Dr. Joehnk has authored or co-authored more than 50 articles, five popular books, and numerous monographs. In addition to co-authoring several books with Dr. Gitman, Dr. Joehnk wrote the highly successful paperback tradebook INVESTING FOR SAFETY’S SAKE. He also has served as editor and contributed to several other prominent books. His articles have appeared in FINANCIAL MANAGEMENT, JOURNAL OF FINANCE, JOURNAL OF BANK RESEARCH, JOURNAL OF PORTFOLIO MANAGEMENT, JOURNAL OF CONSUMER AFFAIRS, JOURNAL OF FINANCIAL AND QUANTITATIVE ANALYSIS, AAII JOURNAL, JOURNAL OF FINANCIAL RESEARCH, BELL JOURNAL OF ECONOMICS, DAILY BOND BUYER, FINANCIAL PLANNER, and other publications. Dr. Joehnk served a six-year term as executive co-editor of the JOURNAL OF FINANCIAL RESEARCH. He and his wife live in Flagstaff, Arizona, where they enjoy hiking and other activities in the nearby mountains and canyons.

Edition details

• Publisher: Thomson Learning
• Publication date: 1993
• Language: English
• ISBN 10: 003075481X
• ISBN 13: 9780030754814
• Binding: Hardcover
• Edition number: 6
• Number of pages: 740