About

West Haven Adult Ed. Personal Finance    

 Wednesdays 6:30-8:15 PM

Instructor: Richard Wiegand  rwiegs@gmail.com

Course description -  this course shows students how to:

·         set financial goals

·         build financial net worth

·         budget your money

·         understand the difference between good and bad uses of credit (debt)

·         save for your retirement using a qualified retirement account (IRAs and 401Ks)

·         contribute to a health savings account (HSA),

·         finance and purchase a big-ticket item like a home or a car 

·         get a better understanding of the tax system in the U.S. and in the State of CT

·         read and understand an employee pay stub

·         be aware of potential financial challenges for couples when it comes to love and money in relationships

The course entails several practical simulation exercises using the web and Excel including: tracking personal cash flows, check writing and keeping your checking account registry up to date, as well as calculating mortgage and car financing costs.  

For a copy of the syllabus and course expectations, please click on this link.


Course textbook: Personal Finance by Margaret Magnarelli, Amsco; to download a pdf of the text please click on this link.  You can also buy the book at Amazon by clicking on the image of the book below:

Recommended books: 

Total Money Makeover by Dave Ramsey:

Making the Most of Your Money Now by Jane Bryant Quin; 

The Road to Wealth by Suze Orman      
   

  Goals! How to Get Everything You Want Faster than You Thought Possible by Brian Tracy   
  

All assignments and blog posts from this class may be viewed on the class blog site by clicking on the link below:

              

Class blog site:  http://whpersonalfinance.blogspot.com