FIN 095 - Managing Individual Finances
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Announcements & Assignments
​Final Exam - Tue, 12/9, 2 - 3:50 PM
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Suggested questions and answers are posted on Blackboard.
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You are allowed to bring one 8x11 cheat sheet (HANDWRITTEN notes only on both sides).
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​​​​​Peer Evaluation - Due: 11:59 PM, Fri, 12/5, before class​
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Note: If you fail to fill out the form by the due date, you will receive zero for your own peer evaluation score, regardless of your teammates' feedback.
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Class Notes & Links
Ch. 1 Understanding the Financial Planning Process
[ Articles #1 ] [ Articles #2 ]
Ch. 2 Using Financial Statement and Budgets
[ Articles #3 ] [ Articles #4 ] [ Articles #5 ]
Ch. 3 Preparing Your Taxes
[ Articles #6 ]
Ch. 4 Managing Your Cash and Savings
[ Articles #7 ] [ Articles #8 ]
Ch. 5 Making Automobile and Housing Decisions
[ Articles #9 ] [ Edmunds.com ]
[ Articles #10 ] [ Trulia.com | Apartments.com ] [ Articles #11 ]
Ch. 6 Using Credit
[ Articles #12 ] [ Minimum Payment Example ]
Ch. 7 Using Consumer Loans
[ Articles #13 ] [ Student Loan Payment Example ] [ Articles #14 ]
Ch. 8 Insuring Your Life
[ Articles #15 ] [ Term Life Quote ]
[ Articles #16 ] [ HealthCare.gov - Plan Comparison ]
[ Average Health Insurance Costs ] [ Articles #17 ]
Ch. 10 Protecting Your Property
[ Articles #18 ] [ Home Insurance Estimates ]
[ Renters Insurance Estimates ] [ Auto Insurance Estimates ]
Ch. 11 Investment Planning
[ Articles #19 ] [ Articles #20 ]
Ch. 12 Investing in Stocks and Bonds
[ Articles #21 ] [ Articles #22 ] [ Articles #23 ]
[ Articles #24 ] [ Financial Ratio Exercise ] [ Articles #25 ]
Ch. 13 investing in Mutual Funds, ETFs and Real Estate
Ch. 14 Planning for Retirement
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Others
Bloomberg Terminal:
Cowles Journal and Reference Databases
Career Center
OpenOffice.org
Learning Styles and Strategies
Survivorship Bias