FIN 095 - Managing Individual Finances
Announcements & Assignments
Ch. 3 Assignment (Individual, no submission) - Due: Tue, 9/22, before class
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Read Ch. 3 and answer questions from the second exercise sheet.
Midterm Exam - Thu, 9/24
Note: You are allowed to bring one 8x11 cheat sheet (handwritten notes, one-side only). Suggested questions and answers are posted on Blackboard.
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 ] [ Articles #6 ]
[ Articles #7 ] [ Articles #8 ]
Ch. 4 Managing Your Cash and Savings
Ch. 5 Making Automobile and Housing Decisions
[ Edmunds.com ] [ Trulia.com | Apartments.com ]
Ch. 6 Using Credit
[ Minimum Payment Example ]
Ch. 7 Using Consumer Loans
[ Student Loan Payment Example ]
Ch. 8 Insuring Your Life
[ Term Life Quote ]
[ HealthCare.gov - Plan Comparison ]
[ Average Health Insurance Costs ]
Ch. 10 Protecting Your Property
[ Home Insurance Estimates ]
[ Renters Insurance Estimates ] [ Auto Insurance Estimates ]
Ch. 11 Investment Planning
Ch. 12 Investing in Stocks and Bonds
[ Financial Ratio Exercise ]
Ch. 13 investing in Mutual Funds, ETFs and Real Estate
Ch. 14 Planning for Retirement