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Book cover of Personal Financial Planning
Business & Economics, Human Resources & Personnel Management

Personal Financial Planning

by Lawrence J. Gitman, Michael D. Joehnk
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Synopsis

This long-enduring textbook, now in its 10th edition, presents students with a framework and the tools for preparing personal financial plans. It emphasizes the dynamics of the planning process by considering the impact of major life changes, including marriage, divorce, and career changes. The book begins with a discussion of the field's foundation, then goes on to address the management of basic assets, credit, insurance needs, investments, and retirement and estate planning. Gitman teaches finance at San Diego State University; Joehnk taught finance at Arizona State University. Though the book has been available since April 2004, the copyright date is listed as 2005. Annotation ©2004 Book News, Inc., Portland, OR

Booknews

New edition of a time-tested text first published in 1978, for use in a first college course on the subject as well as by individuals developing their own financial plans. Addresses the basics of planning and of managing assets, and includes coverage of credit, insurance, investments, and retirement and estate planning. Comes with an interactive disk (for use with a PC) and a workbook. Annotation c. by Book News, Inc., Portland, Or.

About the Author, Lawrence J. Gitman

Lawrence J. Gitman is an emeritus professor of finance at San Diego State University. A prolific writer, Dr. Gitman has more than 50 articles in a variety of leading finance journals, such as Financial Management, Financial Review, Financial Services Review, Journal of Financial Planning, Journal of Risk and Insurance, Journal of Financial Research, Financial Practice and Education, and Journal of Financial Education. He has also authored or co-authored numerous major textbooks covering principles of managerial finance, introduction to finance, corporate finance, personal finance, and investing topics. An investment book, co-authored with Michael Joehnk, was selected as one of 1988's ten best personal finance books by Money magazine. Dr. Gitman is an active member of numerous professional organizations and is past president of the Academy of Financial Services, the San Diego Chapter of the Financial Executives Institute, the Midwest Finance Association, and the FMA National Honor Society. In addition, he is a Certified Financial Planner and a Certified Cash Manager. Dr. Gitman served as vice-president with the Financial Management Association, as a director of the San Diego MIT Enterprise Form, and on the CFP? Board of Standards. He received his B.A. from Purdue University, his M.B.A. from the University of Dayton, and his Ph.D. from the University of Cincinnati. He and his wife have two children and live in La Jolla, Calif., where he is an avid bicyclist.

Dr. Joehnk is an emeritus professor of finance at Arizona Sate University. In addition to his current teaching position, he has taught at the University of Wyoming, Texas Tech University, and the University of Tulsa. In 1999, Dr. Joehnk served as Visiting Professor at the University of Otago in New Zealand. He has written extensively in the areas of investments and finance, and has more than 40 articles published in both academic and professional publications. Dr. Joehnk has authored and co-authored several books, including highly successful college-level texts on investing and personal finance. His investments text was recognized as one of 1988's ten best personal finance books by Money magazine and has been translated into Spanish, Russian, Greek, and Mandarin Chinese. In addition to his academic credentials, Dr. Joehnk conducts off-campus training programs and executive development seminars in the U.S. as well as overseas. He has consulted for a number of business firms and financial institutions on a variety of topics in investments and finance, and has served as an expert witness in the area of fixed-income securities.

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Book Details

Published
January 1, 2007
Publisher
Cengage Learning
Format
Hardcover
ISBN
9780324422863

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