Book Chapters

An entire course at your fingertips.  While this eBook has reached a nearly finished state, I plan to continue to improve the content and update as necessary.  (Last update:  August 12, 2024)

Part 1:  Fundamentals

Ch. 1: Welcome

Ch. 2: Math of Personal Finance 

Ch. 3: Basics of Income Taxes 

Part 2:  Investing

Ch. 4: Intro to Stocks 

Ch. 5: Five Principles of Stock Investing

Ch. 6: The Pitfalls of Active Management 

Ch. 7: Stock Investing with Index Funds  

Ch. 8: Intro to Bonds

Ch. 9: Portfolio Management 

Ch. 10: Taxes on Investments in a Brokerage Account 

Part 3:  Tax Shelters

Ch. 11: Intro to Tax Shelters

Ch. 12:  Individual Retirement Accounts (IRAs) 

Ch. 13: 401(k) Plans 

Ch. 14: 401(a), 403(b), and 457(b) Plans 

Ch. 15: HSAs

Ch. 15 1/2:  What Goes Where?

Part 4:  Hodgepodge

Ch. 16: Pensions

Ch. 17: Social Security 

Ch. 18: Health Insurance 

Ch. 19: Credit Scores 

Ch. 20: Credit Cards

Ch. 21: Buying a Home

Part 5:  Putting it All Together

Ch. 22: Advanced Income Taxes

Ch. 23: Managing Debt 

Ch. 24: Happiness