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10 Principles of Personal Finance Ch. 1, Financial Planning Process Ch. 2, Measuring Financial Health and Making a Plan Ch. 3, Time Value of Money Ch. 4, Tax Planning Ch. 5, Cash Management Ch. 6, Credit Cards Ch. 7, Consumer Loans Ch. 8, Home and Auto Ch. 9, Life and Health Insurance Ch.10, Property and Liability Insurance Ch.11, Investment Basics Ch.12, Securities Markets Ch.13, Investing In Stocks Ch.14, Investing in Bonds Ch.16, Retirement Planning Ch.17, Estate Planning Ch.18, Financial Life Events Heads Up Personal Finance In The News Teaching Tips UncategorizedChapter Correlations
- 10 Principles of Personal Finance
- Ch. 1, Financial Planning Process
- Ch. 2, Measuring Financial Health and Making a Plan
- Ch. 3, Time Value of Money
- Ch. 4, Tax Planning
- Ch. 5, Cash Management
- Ch. 6, Credit Cards
- Ch. 7, Consumer Loans
- Ch. 8, Home and Auto
- Ch. 9, Life and Health Insurance
- Ch.10, Property and Liability Insurance
- Ch.11, Investment Basics
- Ch.12, Securities Markets
- Ch.13, Investing In Stocks
- Ch.14, Investing in Bonds
- Ch.16, Retirement Planning
- Ch.17, Estate Planning
- Ch.18, Financial Life Events
- Heads Up
- Personal Finance In The News
- Teaching Tips
- Uncategorized
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Category Archives: Ch.16, Retirement Planning
Detroit, Pensions, and Retirement Planning
In Chapter 16 of Personal Finance, Turning Money into Wealth, retirement planning is discussed. In that chapter we discuss defined benefit retirement plans. To say the least they are great, but problems arise if they aren’t fully funded. On July … Continue reading
Planning for Retirement: A Look at Worker Confidence
According to a recent Retirement Confidence Survey by the 2013 Retirement Confidence Survey by the Employee Benefit Research Institute, worker’s confidence that they will have enough money to “live comfortably throughout their retirement years” continues to decline – in fact, … Continue reading
The Impact of the Recent Downturn on the Wealth Distribution in America
The downturn in the economy that we are still trying to dig out of did not impact all Americans equally. A recent article in the Washington Post titled “As Economy Recovers, the Richest Get Richer, Study Shows” looks at a … Continue reading
Class Assignment and Discussion: The Money-Death Problem
The New Yorker has always been famous for it cartoons, and one of the best is a 2003 cartoon by Barbara Smaller that shows a husband talking to his wife, saying, “If we take a late retirement and an early … Continue reading
Class Assignment and Discussion: Retirement Confidence – A Thing of the Past
According to a 2011 Retirement Confidence Survey by the Employee Benefit Research Institute, worker’s confidence that they will have enough money to “live comfortably throughout their retirement years” continues to decline – in fact, only 13% of those polled were … Continue reading
Class Assignment and Discussion: Retirement Confidence – A Thing of the Past
According to a 2011 Retirement Confidence Survey by the Employee Benefit Research Institute, worker’s confidence that they will have enough money to “live comfortably throughout their retirement years” continues to decline – in fact, only 13% of those polled were … Continue reading
Class Discussion and Assignment: A Backwards Look at Retirement
Generally when we look at retirement we focus on whether an individual has enough saved to make it through retirement. Another way of looking at retirement is to see what Americans have at the end of retirement – do they … Continue reading
Class Assignment and Discussion: The Living Too Long Problem – Longevity Insurance
Teaching Tip: SmartMoney.com has a great video titled “Living to 100? That will be $3.5 million.” (Note, the video appears part way down the page, just click on it and it will show up.) “Live long and prosper” – it’s … Continue reading
Video and Discussion: How Severe Are Problems with Social Security?
Teaching Tip: PBS NewsHour put out a great 11 minute 20 second video on Social Security, focusing on future problems facing Social Security. This can either be shown in class or assigned. In either case, it should foster a good … Continue reading
Class Discussion and Written Assignment: Help for a Recent Graduate
Teaching Tip: Chris Farrell is the economics editor for Marketplace Money, the personal finance show by American Public Media. He also writes a column for American Public Media titled Marketplace Getting Personal. In that column he fields questions from readers … Continue reading
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