ISBN-10:
003008489X
ISBN-13:
9780030084898
Pub. Date:
01/01/1987
Publisher:
Dryden Press FL
Personal Financial Planning / Edition 4

Personal Financial Planning / Edition 4

by Lawrence J. Gitman, Michael D. Joehnk

Hardcover

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Product Details

ISBN-13: 9780030084898
Publisher: Dryden Press FL
Publication date: 01/01/1987
Series: The Dryden Press Series in Finance
Pages: 584
Product dimensions: 6.50(w) x 1.50(h) x 9.50(d)

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.

Dr. Billingsley is a finance professor at Virginia Tech University and is an award-winning teacher at both the undergraduate and graduate levels. His research, consulting, and teaching focus on equity valuation, risk management and derivatives-based strategies, and regulatory finance. In 2006 he published a financial analysis book with the Wharton School. In addition, his research has been published in refereed journals, including the Journal of Portfolio Management, the Journal of Banking and Finance, Financial Management, the Journal of Financial Research, and the Journal of Futures Markets. As a consultant, Dr. Billingsley has served as an expert witness on equity valuation, capital cost estimation, and economic damages analysis. His consulting clients include BellSouth Telecommunications, the United States Telecommunications Association, LECG, Sprint and others. A CFA charter-holder, Dr. Billingsley has taught CFA examination review courses at multiple levels for the last 15 years throughout the U.S., Europe and Asia. He is the author of Portfolio Management, Equity Investments and Alternative and Derivative Investments in Candidate Study Notes, Volumes 3 and 4.

Table of Contents

Prefaceiv
Part 1Foundations of Financial Planning2
Chapter 1Understanding the Financial Planning Process4
Chapter 2Your Financial Statements and Plans40
Chapter 3Managing Your Taxes88
Part 2Managing Basic Assets130
Chapter 4Managing Your Cash and Saving132
Chapter 5Making Automobile and Housing Decisions172
Part 3Managing Credit224
Chapter 6Borrowing On Open Account226
Chapter 7Using Consumer Loans274
Part 4Managing Insurance Needs316
Chapter 8Insuring Your Life318
Chapter 9Insuring Your Health358
Chapter 10Protecting Your Property394
Part 5Managing Investment430
Chapter 11Investment Planning432
Chapter 12Investing in Stocks and Bonds494
Chapter 13Investing in Mutual Funds548
Part 6Retirement and Estate Planning592
Chapter 14Planning for Retirement594
Chapter 15Preserving Your Estate642
Appendices
Appendix ATable of Future Value Factors682
Appendix BTable of Future Value of Annuity Factors682
Appendix CTable of Present Value Factors683
Appendix DTable of Present Value of Annuity Factors683
Index686

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