- Budgeting
- Cash Management
- Consumer and Mortgage Loans
- Debt and Debt Reduction
- Time Value of Money 1: Present and Future Value
- Time Value of Money 2: Inflation, Real Returns, Annuities, and Amortized Loans
- Insurance 1: Basics
- Insurance 2: Life Insurance
- Insurance 3: Health, Long-term Care, and Disability Insurance
- Insurance 4: Auto, Homeowners, and Liability Insurance
- The Home Decision
- The Auto Decision
- Family 1: Money and Marriage
- Family 2: Teaching Children Financial Responsibility
- Family 3: Financing Children’s Education and Missions
- Investments A: Key Lessons of Investing
- Investments B: Key Lessons of Investing
Case Study #2
Data:
Bill is concerned that Diana’s ability to earn a 5 percent after-tax after-inflation return may be a bit high. Based on the information from the previous case study, he carefully asks two questions.
Calculations:
How much is needed if Diana earns only 3 percent after taxes and inflation?
A 3.0% after-taxes and after-inflation rate is what before tax and inflation rate assuming 2.0% inflation?
