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A Plain Language Guide To Personal Financial Planning
Lam, Miranda Lam, Miranda
Lam, Miranda
Lam, Miranda
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Abstract
This book on personal finance is designed to equip you with the skills and information you need to create and implement a personal financial plan to achieve your goals. It strives to maintain a balance between academic rigor and practical application. The book is organized into five modules: Introduction to financial planning; Personal financial planning foundation; Credit and banking; Financing major purchases; Investing and retirement planning. Each module contains two to three chapters. Each chapter provides learning objectives to explain what you will learn, exercises and examples to illustrate important concepts, a chapter summary, and end of chapter questions. Some chapters include downloadable spreadsheet templates. An integrated case featuring a young couple demonstrates each step of the financial planning process. At the end of each chapter is a personal financial plan assignment that will help you build your own personal financial plan as you progress through the book. This is an Open Educational Resource; the most current version is available at https://pressbooks.salemstate.edu/personalfinance/. This version of the book in the digital repository is from September 2025.
Title
A Plain Language Guide To Personal Financial Planning
Date
2025
Subject
Personal finance
Economics
Finance industry
Budgeting
Financial management
Economics
Finance industry
Budgeting
Financial management
Material type
Collections
Abstract
This book on personal finance is designed to equip you with the skills and information you need to create and implement a personal financial plan to achieve your goals. It strives to maintain a balance between academic rigor and practical application. The book is organized into five modules: Introduction to financial planning; Personal financial planning foundation; Credit and banking; Financing major purchases; Investing and retirement planning. Each module contains two to three chapters. Each chapter provides learning objectives to explain what you will learn, exercises and examples to illustrate important concepts, a chapter summary, and end of chapter questions. Some chapters include downloadable spreadsheet templates. An integrated case featuring a young couple demonstrates each step of the financial planning process. At the end of each chapter is a personal financial plan assignment that will help you build your own personal financial plan as you progress through the book. This is an Open Educational Resource; the most current version is available at https://pressbooks.salemstate.edu/personalfinance/. This version of the book in the digital repository is from September 2025.
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Salem State University