Personal Financial Planning for Individuals
Personal financial planning for individuals involves the strategic management of financial aspects in a person's life, including budgeting, saving, investing, retirement planning, and tax considerations, all intended to achieve personal economic goals and ensure financial security over the long term.
Lesson Videos
Introduction to Personal Financial Planning for Individuals
Qualified Retirement Plans
Risks Associated with Different Investment Options
Funding Post-Secondary Education
Insurance in Risk Mitigation Planning
Asset Ownership and Beneficiary Designations on an Estate
Selecting a Retirement Plan
Calculating Return on Investment Net of Tax
Personal Financial Planning for Individuals Summary
Personal Financial Planning for Individuals - Practice Questions
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