文章基本信息

标题：Personal Financial Coaching, Part I: Basics The Public Needs To Know
本地全文：下载
作者：Jason T. White ; J. Patrick McLaughlin
期刊名称：Journal of Business & Economics Research
印刷版ISSN：1542-4448
电子版ISSN：2157-8893
出版年度：2011
卷号：7
期号：5
语种：English
出版社：The Clute Institute for Academic Research
摘要：In the course of our university service to the community in outreach activities, we have gravitated toward providing occasional group sessions in personal financial planning. On the surface, the content of these financial coaching events may appear elementary to the casual observer. But to the contrary, we have found that personal financial planning is a sorely needed skill set for many in our region. Our typical session touches on the basic elements of family budgeting, retirement planning, goal setting and behavior modification. Those contemplating establishment of a similar program of study may benefit from our field experience.
关键词：Personal finance;Budgeting;Emergency fund;Household debt;Family;Money;Retirement;Savings