Overview of a financial plan -- Part 1. Tools for financial planning -- Planning with personal financial statements -- Applying time value concepts -- Using tax concepts for planning -- Part 2. Managing your liquidity -- Banking and interest rates -- Managing your money -- Managing your credit -- Part 3. Personal financing -- Personal loans -- Purchasing and financing a home -- Part 4. Protecting your wealth -- Auto and homeowner's insurance -- Health and disability insurance -- Life insurance -- Part 5. Personal investing -- Investing fundamentals -- Stock analysis and valuation -- Investing in stocks -- Investing in bonds -- Investing in mutual funds -- Asset allocation -- Retirement and estate planning -- Part 6. Retirement planning -- Estate planning -- Part 7. Synthesis of financial planning -- Integrating the components of a financial plan -- Index