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PERSONAL AND FAMILY FINANCIAL PLANNING PROGRAM INTERNSHIP COURSE SYLLABUS PFFP493 SPRING 2022 Instructor:Richard P. Rosen, JDClass Meeting Days:TBDOffice:Rm. 425 G, McClelland ParkClass Meeting Hours:TBDPhone:5206217630Class
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Personal and family financial refers to the management of an individual's or family's financial resources, including budgeting, saving, spending, investing, and planning for future financial needs.
Individuals and families with income over a certain threshold, those claiming certain tax benefits, or those who wish to take advantage of tax deductions or credits are typically required to file personal and family financial documents.
To fill out personal and family financial documents, gather necessary financial information, follow provided guidelines or forms, accurately report income and expenses, and ensure all required signatures and dates are included.
The purpose of personal and family financial management is to ensure financial stability, plan for future expenses, achieve savings goals, and make informed decisions about spending and investing.
Information that must be reported typically includes income sources, expenses, assets, liabilities, and any applicable deductions or credits.
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