O'Reilly logo

Personal Financial Planning, Fourth Edition by Wai Mun Fong, Benedict Koh

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Index

A

alternative assets, 118

annuitants, 166, 237

annuities, 2831, 237

annuity due, 28

annuity in arrears, 28, 29

anticipated endowment policies, 167

APR (annual percentage rate), 59

arithmetic mean return, 121

assessable income, 196197, 198

asset allocation, 124, 125, 134, 230231, 277, 280, 282

assets

types of financial investments, 1516

liquid assets, 15, 3749

personal properties, 16

real properties, 16

average daily balance, 77, 81

average return measure, 120

average tax rates, 194

B

balance

actual balance, 41

eligible balance, 4041

minimum balance, 39, 49

balance sheet, 1417

balloon payment, 93

bank overdrafts, 53

beneficiaries, 188

benefits charge, 178

benefits-in-kind, 203

bonds, 34

bonuses, 189

C

car dealers, 8991

car purchase, ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required