TABLE OF CONTENTS Chapter 1 - Overview of a Financial Plan Chapter 2 - Applying Time Value Concepts Chapter 3 - Planning with Personal Financial Statements Chapter 4 - Using Tax Concepts for Planning Chapter 5 - Banking Services and Managing Your Money Background on Money Management Chapter 6 - Assessing, Managing, and Securing Your Credit Background Chapter 7 - Purchasing and Financing a Home Selecting a Home Chapter 8 - Auto and Homeowner's Insurance Background on Insurance Chapter 9 - Health and Life Insurance Background on Health and Life Insurance Chapter 10 - Investing Fundamentals Types of Investments Chapter 11 - Investing in Stocks Stock Exchanges Chapter 12 - Investing in Bonds Background on Bonds Chapter 13 - Investing in Mutual Funds Background on Pooled Investment Funds Chapter 14 - Retirement Savings Planning Background on Retirement Planning Chapter 15 - Retirement Income Planning Retirement Income Planning Checklist Chapter 16 - Estate Planning Background on Wills 1) Two key goals
