Author: W. J. Russell, JD, MBA

Abstract:

This course should help you to recognize the many issues involved in personal financial management. Hopefully the course will help you to understand how to discern and process the financial issues which you encounter.

Chapters:

Managing your finances
Net Worth
Insurance
Long-term planning – Estate and Retirement planning
Other personal finance matters

Chapter List:     

Chapter 1- This chapter considers income and expenses and creates an approach to managing cash flow.

Chapter 2- This chapter covers home and property ownership in addition to assets and debt.

Chapter 3. This chapter deals with financial risk that you face and the tools for managing risk.

Chapter 4. This chapter focuses on the future and the tools that allow us to provide for the future.

Chapter 5. This chapter addresses several other personal finance issues including taxation, philanthropy and others.