Part I: THE BASICS OF PLANNING YOUR FINANCES 1. The Process of Planning your Finances. 2. Financial Statements. 3. Preparing Your Taxes . Part II: FUNDAMENTAL ASSETS. 4. Savings and Cash. 5. Shelter and Transportation. Part III: BASIC CREDIT MANAGEMENT. 6. Credit Use. 7. Loans. Part IV: INSURANCE. 8. Life Insurance. 9. Health Insurance. 10. Property Protection. Part V: INVESTMENT MANAGEMENT. 11. Planning. 12. Stocks and Bonds. 13. Mutual Funds and Real Estate. Part VI: RETIREMENT. 14. Retirement. 15. Estate Preservation. APPENDIX A: Table of Future Value Factors. APPENDIX B: Table of Future Value Annuity Factors. APPENDIX C: Table of Present Value Factors.