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Personal finance

Bajtelsmit, Vickie L., author.
Hoboken, NJ : Wiley, [2020]

"A course in personal finance offers essential skills and knowledge that will set students on the road to lifelong financial wellness. In this course, students learn how to set personal financial goals and develop a plan for achieving them. Unlike many college-level courses, Personal Finance focuses completely on real-world decisions, some of which will be immediately applicable to a student's personal situation (budgeting, credit management, insurance) and others that will be relevant shortly after graduation (paying student loans, buying a house or car, saving and investing). None of this is rocket science, but it does require a commitment to acquire the knowledge, skills, and decision-making tools that will help make dreams and goals a reality in the future. By the end of the course, students will have a personal financial plan that they can build on as they progress to their next life stages. I love teaching this course and am delighted to continue sharing my expertise with faculty and students. You will see that my passion for this subject matter and for student success is infused throughout this second edition of Personal Finance"--

Bibliographic Information


Format: Book
Author: Bajtelsmit, Vickie L., 1957-
Subject: Finance, Personal
Publication Year:2020
Language:English
Published:Hoboken, NJ : Wiley, [2020]
ISBN:9781119592471
111959247X
Notes:Includes index.
The financial planning process -- Financial planning tools: personal financial statements and the time value of money -- Budgeting and cash management -- Tax planning -- Managing credit: credit cards and consumer loans -- Making automobile and housing decisions -- Insuring cars and homes -- Life insurance and long-term care planning -- Employee benefits: health, disability, and retirement plans -- Saving for distant goals: retirement and education funding -- The fundamentals of investing -- Investing in stocks and bonds -- Investing in mutual funds and real estate -- Estate planning.
Course: BUS310

Availability at HKSYU Library


Location Call number Status
English Book (4/F) 332.024 BAJ 2020 Available