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Unformatted text preview: ssues
Confuse financial planning with investing or tax
Neglect to reevaluate financial “plant”
Think planning is for the wealthy, or older people,
or only for retirement
Wait for a crisis before planning
Having unrealistic investment expectations
47 Reminder Bring your HP 10BII+ calculator to every
class starting with our next meeting!
class Also you can explore how the calculator works
with a demo under the time value of money
module 48 Personal Finance Summary A Course That Will Show You How To: Be responsible to your family Develop financial security Build your net worth over a lifetime (some tactics
are virtually risk free)
are Become a valuable employee and educated citizen Assist you & your parents in their retirement and
estate Gain confidence in dealing with Corporate America
and to recognize when you need help
and To know what you know AND know what you don’t
49 CHAPTER 1
Personal Finance and Investments
An Introduction Paul P. Gregg MSA CPA 50...
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This document was uploaded on 02/12/2014.
- Spring '14