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Managing Your Personal Finances

Managing Your Personal Finances

Author: Patrick Chan
Publisher: McGraw Hill Higher Education
ISBN: 9780071078863
Published In: August 2010
Format: Paperback , 160 pages
Jurisdiction: International ? Disclaimer:
Countri(es) stated herein are used as reference only

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Description
Contents
Author

Details

Managing Your Personal Finances aims to increase the financial literacy of individuals and help them to better manage their finances. Covering the insights and various elements of personal financial planning, this book equips them with the financial road map and tools, via a structured financial planning process alongside relevant case studies and useful pointers, to help them achieve their financial goals. Managing Your Personal Finances lays the foundation essential for managing one's personal finances.

The book is organized into 5 main parts focusing on the 5G of wealth management.

Part 1: Grounding Wealth
- Grounding one's effort, by reprogramming his mindset on financial matters, to build and manage his finances

Part 2: Generating Wealth
- Sourcing financial seeds to grow the money tree and manage financial health

Part 3: Guarding Wealth
- Protecting wealth from leakages through debt management, tax and insurance planning

Part 4: Growing Wealth
- Growing more wealth with investment planning

Part 5: Giving Wealth
- Sharing wealth through estate planning

Table of Contents
Preface
About the Author

Part 1- Grounding your wealth
Chapter 1 Why do you want to be a millionaire'
Chapter 2 Mind your own finances
Chapter 3 Financial health checkup

Part 2- Generating your wealth
Chapter 4 Creation of wealth: Multiple sources of income
Chapter 5 Cash management: Making your money work harder than you

Part 3- Guarding your wealth
Chapter 6 Wealth preservation with debt management
Chapter 7 Wealth preservation with tax planning
Chapter 8 Wealth protection with insurance planning

Part 4- Growing your wealth
Chapter 9 Compounding your money for wealth growth
Chapter 10 Wealth accumulation with investment

Part 5 ' Giving your wealth
Chapter 11 Wealth accumulation for retirement
Chapter 12 Wealth distribution with estate planning

References

Patrick Chan

Dr Chan is a faculty member at the Nanyang Technological University and an adjunct faculty at SIM University (UniSIM) who has speciﬁc expertise in behavioural ﬁnance and neuro-economics. To date he has taught personal ﬁnancial planning to more than 2,500 adults.He is also a registered ﬁnancial consultant for personal wealth management and a certiﬁed ﬁnancial educator who holds fellowship membership with various professional bodies including the Chartered Insurance Institute, U.K. His current research in risk management and insurance includes several paper presentations at overseas conferences in the United States and Asia as well as published papers in professional journals. He has also co-authored four books on personal ﬁnancial planning, insurance and risk management. Dr Chan has previously served a term as the pesident of the Risk and Insurance Management Association of Singapore (RIMAS). He was a board member of the Asia Paciﬁc Risk and Insurance Association (APRIA) and a member of the Workmen's Compensation Committee for the General Insurance Association of Singapore (GIAS) and the Task Force for Personal Financial Planning for CPA, Australia.