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Relevant bibliographies by topics / Financal plan

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Academic literature on the topic 'Financal plan'

Author: Grafiati

Published: 4 June 2021

Last updated: 10 February 2022

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Journal articles on the topic "Financal plan"

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Schlereth, Christian. "Pricing plans for a financial advisory service." European Journal of Marketing 48, no. 3/4 (2014): 595–616. http://dx.doi.org/10.1108/ejm-07-2012-0404.

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Purpose – In cooperation with a German online retail bank, the aim of this paper is to investigate how the bank should price a new fee-only financial advisory service. Two types of pricing plans differ in terms of their strategies for determining monthly prices: a fixed monthly price that is identical for all clients (i.e. a flat pricing plan) or a monthly price that varies as a function of each client's assets under management (i.e. a volume pricing plan). Design/methodology/approach – With a discrete choice experiment, this article studies client preferences for the two types of plans. To en

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Piele, Linda, and JoAn S. Segal. "ACRL’s financial plan." College & Research Libraries News 49, no. 11 (2020): 760–73. http://dx.doi.org/10.5860/crln.49.11.760.

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Cocco, João F. "Corporate Pension Plans." Annual Review of Financial Economics 6, no. 1 (2014): 163–84. http://dx.doi.org/10.1146/annurev-financial-110613-034440.

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Park, Youngkyun. "Risk-Taking Behavior Of Public Pension Plans Before And After The Financial Crisis Of 2008." Journal of Applied Business Research (JABR) 30, no. 2 (2014): 557. http://dx.doi.org/10.19030/jabr.v30i2.8425.

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This paper investigates whether public pension plans risk-taking behavior has changed after the recent financial crisis of 2008 by testing two contrasting hypotheses on pension funding: risk transfer and risk management hypotheses. In managing pension assets, public pension plan sponsors may have an incentive for risk transfer because underfunded pension obligations can be shifted to future taxpayers (risk transfer hypothesis). Facing a budget constraint, they may also have an incentive for risk management because they would prefer to stabilize their contributions (risk management hypothesis).

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Doda, Sanie, and Shkelqim Fortuzi. "The Process of Financial Planning in Personal Finance." International Journal of Human Resource Studies 5, no. 4 (2015): 28. http://dx.doi.org/10.5296/ijhrs.v5i4.8636.

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The process of financial planning is not an event separate from situations of individuals, but an evolution in predictable and unexpected situations; The planning process should take into consideration: the constant changes that occur in our lives, our resources and financial decisions.This study claims to be a turn towards building a budget, how to save with payments,how to preserve more money for our welfare, etc. stable financial conditions.Good financial planning and maintaining financial stability will also help to prevent the financial crisis, which many cases are associated with social

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WEISBENNER, SCOTT. "Do pension plans with participant investment choice teach households to hold more equity?" Journal of Pension Economics and Finance 1, no. 3 (2002): 223–48. http://dx.doi.org/10.1017/s1474747202001129.

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Some retirement plans allow the participant to choose how funds are invested. Having to direct investments may provide the participant with financial education. This paper finds that U.S. households covered by pension plans in which the employee chooses investments are significantly more apt to hold stock outside of their retirement plan than are households with pension plans offering no such choice. The effect of investment choice upon non-pension asset allocation is not explained by portfolio rebalancing or observable differences in income and saving preferences across households. This provi

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Manns, F. Philip, and Timothy M. Todd. "Higher Education Savings and Planning." Texas A&M Law Review 5, no. 2 (2018): 343–89. http://dx.doi.org/10.37419/lr.v5.i2.3.

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Funding higher education is among the critical financial decisions made by individuals and families. There are myriad options. Yet, the conventional wisdom—namely using Section 529 Plans—may not be the optimal vehicle to effectuate this goal. Therefore, this Article discusses various strategies to plan, save, and pay for higher education. It compares various savings methods including gifts, UTMA accounts, Section 529 Plans, trusts, and other vehicles. The analysis explores both tax and non-tax considerations, including the effect of different strategies on financial aid, transaction costs, inv

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Zhukevych, Svitlana, and Nataliia Karpyshyn. "FINANCIAL CONSULTING FOR CITIZENS: THEORETICAL AND ORGANIZATIONAL ASPECTS OF ACTIVITY." Economic Analysis, no. 27(2) (2017): 91–97. http://dx.doi.org/10.35774/econa2017.02.091.

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The development of a financial consulting for citizens and promotion of financial consulting services have a positive effect on the efficiency of managing personal finances and the welfare of citizens. The theoretical and organizational aspects of financial advising of the population and the problems of its functioning in Ukraine are analyzed in the article. The financial consulting for citizens is the process of interaction between a consultant and a client (an individual). It is based on a particular methods or technology and involves providing fee or free information in the form of advice,

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Horwitz, Edward J., Bradley T. Klontz, and Faith Zabek. "A Financial Psychology Intervention for Increasing Employee Participation in and Contribution to Retirement Plans: Results of Three Trials." Journal of Financial Counseling and Planning 30, no. 2 (2019): 262–76. http://dx.doi.org/10.1891/1052-3073.30.2.262.

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Despite decades of retirement plan enrollment meetings, many employees fail to fully engage in their employer-sponsored retirement plans. Under the framework of the Transtheoretical Model (TTM) of Behavior Change, this study examines the effectiveness of a financial psychology intervention designed to increase engagement in employer-sponsored retirement plans across three employee groups: 107 employees of a regional bank, 43 employees of a custom manufacturing company, and 48 employees of a construction company. Following the intervention, significant changes in plan participation, contributio

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Ofori, Edmond. "Financial planning for retirement of self-employed workers in the Ghanaian economy." International Journal of Social Economics 48, no. 6 (2021): 811–25. http://dx.doi.org/10.1108/ijse-04-2020-0189.

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PurposeThe purpose of this study was to ascertain the types of financial plan Ghanaian self-employed workers have towards their retirement, and the main forces that motivate these workers to financially plan for their pension.Design/methodology/approachThe study focused on self-employed workers aged from 15 to 60 years. Questionnaires were administered in gathering data for the study. The researcher used probit model in analysing the driving forces behind self-employed workers' financial planning for retirement.FindingsThe study revealed that bank/credit union/savings and loans savings, buildi

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Dissertations / Theses on the topic "Financal plan"

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Svobodová, Eva. "Podnikatelský záměr na založení firmy." Master's thesis, Vysoké učení technické v Brně. Fakulta podnikatelská, 2014. http://www.nusl.cz/ntk/nusl-224417.

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The master‘s thesis deals with processing of business plan for the estabilishment of café. The teoretical part describes general requirements and conditions for business estabilishment and general structure of business plan. In the practical part the basic analysis of the interal and external enviroment are performed. Then the whole business plan is described - marketing mix, financal plan and time scheldue of implementation of the planned café are described. At the end the whole plan is reviewed and prepared for implementation.

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Teturová, Darina. "Návrh podnikatelského plánu pro výstavbu penzionu s prodejnou vín." Master's thesis, Vysoké učení technické v Brně. Fakulta podnikatelská, 2017. http://www.nusl.cz/ntk/nusl-319447.

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This diploma thesis deals with the creation of a business plan for the establishment of a small guesthouse with a wine shop in the tourist center of Velké Bílovice. The aim of the thesis is to design and evaluate the possibility of realization based on the processing of available data and analysis. At first, the paper describes the theoretical background related to the problem solved and further analyzes the current state of the company. The analysis carried out is based on the draft business plan, including the financial plan and the risk plan.

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Mrázek, Michal. "Finanční poradenství." Master's thesis, Vysoká škola ekonomická v Praze, 2009. http://www.nusl.cz/ntk/nusl-76976.

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The purpose of my graduation theses is a discovery of the conformity of finanancial plans from various financial advisers from various companies. Determination differences and also reasons of these differences.

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Lund, Nicholas M. "The Benefits of Having a Comprehensive Financial Plan for the Average Consumer, And the Necessary Components Comprised to Make an Effective and Efficient Plan." Scholarship @ Claremont, 2016. http://scholarship.claremont.edu/cmc_theses/1220.

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Socioeconomic changes in American society over the past few decades, as well as an overwhelming amount of uncertainty and misconceptions, have resulted in a majority of Americans to fall short of their financial goals in the short-term, the mid-term, and the long-term. Without proper preparation and financial planning, it is likely that these Americans, and many more, will be unable to reach these goals as well as retire comfortably. Many Americans are overwhelmed with the immense amount of financial information, tools and resources, and as a consequence are unable to plan their finances effic

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Koklar, Robin. "Podnikatelský plán na realizaci hotelu STANDART spol. s r. o." Master's thesis, Vysoká škola ekonomická v Praze, 2008. http://www.nusl.cz/ntk/nusl-4077.

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Černíková, Eva. "Podnikatelský plán." Master's thesis, Vysoká škola ekonomická v Praze, 2009. http://www.nusl.cz/ntk/nusl-77884.

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Dubová, Ludmila. "Podnikatelský záměr rozvoje reklamní agentury." Master's thesis, Vysoká škola ekonomická v Praze, 2012. http://www.nusl.cz/ntk/nusl-165309.

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This thesis deals with a business plan of Miroslav Duba firm. The theoretical part contains information necessary for the procedure of processing the business plan. In the practical part, a business plan for the above mentioned firm is processed including the marketing, investment and financial plans.

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Křivánek, Libor. "Zpracování podnikatelského plánu pro realizaci podnikatelského záměru." Master's thesis, Vysoká škola ekonomická v Praze, 2009. http://www.nusl.cz/ntk/nusl-18180.

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The main goal of my diploma thesis is to compile a business plan on the level that could be submitted to a potencial investor who would invest his own capital into this business idea. The thesis is separated in theoretical part, in which are main definitions, principles of compilation and main forms of business plan described. The practical part refers to own compilation of business plan. This part is separated according to the units described in theoretical part.

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Kseničová, Lenka. "Podnikatelský plán - vinařský penzion." Master's thesis, Vysoká škola ekonomická v Praze, 2012. http://www.nusl.cz/ntk/nusl-162651.

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The main objective of this thesis is to develop a detailed entrepreneurial plan for the activities of a limited liability company specialised on providing the services of accommodation and wine tasting in a wine cellar in Znojmo. The first part of this work is concerned with the entrepreneurial activity of small companies, with their position on the market and their contribution to the economy. Furthermore, this work is written in the format of an entrepreneurial plan and contains all the requirements in order for it to serve to internal and external users. A business plan which includes a tho

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Květoňová, Martina. "Založení podniku." Master's thesis, Vysoká škola ekonomická v Praze, 2013. http://www.nusl.cz/ntk/nusl-197837.

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The goal of this Master's Thesis is to create business plan including draft of company strategy and financial plan and to assess viability of the business plan. The Thesis is divided in two parts: theoretical and practical part. Theoretical part maps legislation framework of company establishment in the Czech Republic with regard to limited liability companies, practical activities related to company establishment as creation of business plan, establishment budget and assessment of business activities. Last part is focused on company strategy. The practical part is focused on business plan of

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Books on the topic "Financal plan"

1

Balliett, Dee. Your financial plan. PCI Professional Communications, 1997.

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Yates, H. L. Your financial care plan. Rivercross Pub., 1992.

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Mara, Marilyn J. De. Pension plan financial statements. Butterworths, 1986.

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Fevurly, Keith R. Plan Your Financial Future. Apress, 2013. http://dx.doi.org/10.1007/978-1-4302-6065-3.

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Fevurly, Keith R. Plan Your Financial Future. Apress, 2018. http://dx.doi.org/10.1007/978-1-4842-3637-6.

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Cunningham, G. Cotter. Your Financial Action Plan. John Wiley & Sons, Ltd., 2004.

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Rodenkirch, John J. Prepare your own financial plan. Betterway Publications, 1985.

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National Board for Nursing, Midwifery and Health Visiting for Northern Ireland. Operational plan and financial strategy. National Board for Nursing Midwifery and Health Visiting for Northern Ireland, 1993.

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Bentley, Chuck. The S.A.L.T. plan: How to prepare for an economic crisis of Biblical proportions. Crown Financial Ministries, 2011.

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1969-, Morton David J., ed. The 529 College Savings Plan. Sphinx Pub., 2002.

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Book chapters on the topic "Financal plan"

1

Catalano, Thomas. "Financial Project Plan." In Application of Project Management Principles to the Management of Pharmaceutical R&D Projects. Springer International Publishing, 2020. http://dx.doi.org/10.1007/978-3-030-57527-4_7.

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Levison, Louise. "The Financial Plan." In Filmmakers and Financing. Routledge, 2016. http://dx.doi.org/10.4324/9781315670089-10.

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McCosh, Andrew M. "Epilogue:- An Action Plan." In Financial Ethics. Springer US, 1999. http://dx.doi.org/10.1007/978-1-4615-5039-6_13.

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Moran, Daniel. "Financial Network Reconstruction Plan." In NATO Science for Peace and Security Series C: Environmental Security. Springer Netherlands, 2009. http://dx.doi.org/10.1007/978-90-481-2365-0_5.

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Kimball, David C., and Robert N. Lussier. "The Finance Plan." In Entrepreneurship Skills for New Ventures. Routledge, 2020. http://dx.doi.org/10.4324/9780429342240-12.

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Wheatley-Liss, Deirdre R. "Financial Worksheet: Married." In Plan Your Own Estate. Apress, 2012. http://dx.doi.org/10.1007/978-1-4302-4495-0_27.

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Wheatley-Liss, Deirdre R. "Financial Worksheet: Single." In Plan Your Own Estate. Apress, 2012. http://dx.doi.org/10.1007/978-1-4302-4495-0_28.

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Garside, John. "Finance Management." In Plan to Win. Palgrave Macmillan UK, 1998. http://dx.doi.org/10.1057/9780230374898_9.

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Butler, Jason. "Plan your future." In Essential Personal Finance. Routledge, 2017. http://dx.doi.org/10.4324/9781315531496-5.

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Wogan, Peter. "Plan B." In Corner-Store Dreams and the 2008 Financial Crisis. Springer International Publishing, 2017. http://dx.doi.org/10.1007/978-3-319-52264-7_17.

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Conference papers on the topic "Financal plan"

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Bilmes, Jonathan S., and Susan F. Hemenway. "Applying Lessons Learned From Waste-to-Energy Feasibility Study Projections to Contract Renewals, Expansions and New Projects." In 14th Annual North American Waste-to-Energy Conference. ASMEDC, 2006. http://dx.doi.org/10.1115/nawtec14-3183.

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A majority of today’s operating waste to energy plants were developed in the 1980s. In order to finance these facilities, comprehensive feasibility reports were required that assessed the engineering and financial feasibility of the projects. The Bristol Resource Facility Operating Committee (BRRFOC) commissioned two such reports; in 1985 when the project was initially financed and again in 1993 when the initial bonds were refunded. Key assumptions were made in the 1985 and 1993 reports regarding energy prices, landfill costs, inflation, member tonnage, recycling rates, changes in law and plan

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Bähre, Heike, Giovanni Buono, and Valerie Isabel Elss. "Fintech as a Mean for Digital and Financial Inclusion." In International Conference Innovative Business Management & Global Entrepreneurship. LUMEN Publishing, 2020. http://dx.doi.org/10.18662/lumproc/ibmage2020/15.

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Finance is shaping human relationship from an economic point of view as well as having influences on social structure and politics. In this relation, Fintech, a combination of the words “Finance” and “Technology”, is defined as “a new financial industry that applies technology to improve financial activities" [11] or as those “applications, processes, products, or business models in the financial services industry, composed of one or more complementary financial services and provided as an end-to-end process via the Internet” [10] or as “any innovative ideas that improve financial service proc

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Huang, Jiaming. "Analysis of Risk Management Plan of Finance Section." In 6th International Conference on Financial Innovation and Economic Development (ICFIED 2021). Atlantis Press, 2021. http://dx.doi.org/10.2991/aebmr.k.210319.120.

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Korsaka, Tereza, and Gunta Grinberga-Zalite. "Theoretical characteristics of using leverage instruments in the context of rural entrepreneurship." In 21st International Scientific Conference "Economic Science for Rural Development 2020". Latvia University of Life Sciences and Technologies. Faculty of Economics and Social Development, 2020. http://dx.doi.org/10.22616/esrd.2020.53.022.

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Today, the matters pertaining to regional and urban development in the EU are increasingly integrated into EU development plans and strategies. The EU actively facilitates regional development by supporting the development of small and medium-sized enterprises in the regions to contribute to employment, education and social integration. The strategic goal of the National Development Plan of Latvia 2021-2027 is to promote also regional development in Latvia in order to ensure long-term balanced growth in the country. Promoting entrepreneurship in the regions is of great importance, as Latvia is

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Li, Z. "Modeling spark spread option and power plant evaluation." In COMPUTATIONAL FINANCE 2008. WIT Press, 2008. http://dx.doi.org/10.2495/cf080161.

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Turchina, Svitlana, Kateryna Turchina, and Liudmyla Dashutina. "RESEARCH OF THE ROLE OF FINANCIAL INSTITUTIONS IN THE COMMUNITY ECONOMIC DEVELOPMENT IN ONE OF THE WORLD’S LEADING COUNTRIES." In 6th International Scientific Conference ERAZ - Knowledge Based Sustainable Development. Association of Economists and Managers of the Balkans, Belgrade, Serbia, 2020. http://dx.doi.org/10.31410/eraz.2020.111.

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The article addressed the community as the smallest unit in geography scope, which unites individuals, companies, and government. The role of each one is significant and irreplaceable. For this paper, the community is as a synergy between group of individuals, institutions, and a government that live and (or) operate within geographical, political, social, and economic boundaries. This article focuses on banks, as a link between individuals and government in the development process. In particular, the supply and retention of financial and human capital. The authors try to prove financial compa

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"Strategic Plan regarding Qingyang E-commerce Development." In 2018 International Conference on Economics, Finance, Business, and Development. Francis Academic Press, 2018. http://dx.doi.org/10.25236/icefbd.18.081.

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Griffin, Patrick R., Maher Elmasri, Gwo-Tung Chen, Stephen Kamppila, and Frank Basile. "Power Plant Simulation Software for Optimizing Thermodynamic and Financial Plant Operation." In ASME 1996 International Gas Turbine and Aeroengine Congress and Exhibition. American Society of Mechanical Engineers, 1996. http://dx.doi.org/10.1115/96-gt-277.

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A modular software system was developed to optimize thermodynamic and financial operation of the 350 MW Selkirk Cogen combined cycle power plant. The package is derived from commercially available modeling software, customized for this site. The system satisfies the information needs of both technical and business oriented personnel by: (1) direct simulation utilizing the simulator’s detailed, accurate, component-wise models and (2) lookup into a large database of pre-simulated plant scenarios which obey an established operating methodology. An unattended on-line module, with access to the dis

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Cortina, C., L. Rocchi, L. Paolotti, and A. Boggia. "10. Drafting a financial plan to manage the Natura 2000 network." In 55th SIDEA Conference. Wageningen Academic Publishers, 2020. http://dx.doi.org/10.3920/978-90-8686-898-8_10.

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Hyránek, Eduard, and Branislav Mišota. "PRACTICAL TRAINING IN CREATING A FINANCIAL PLAN BY APPLYING RESEARCH RESULTS." In 12th annual International Conference of Education, Research and Innovation. IATED, 2019. http://dx.doi.org/10.21125/iceri.2019.2173.

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Reports on the topic "Financal plan"

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LaPorte, Ron, Nathaniel Mass, and Francois Sauer. Internet Civil Defense: Financial Plan. Defense Technical Information Center, 2002. http://dx.doi.org/10.21236/ada408732.

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BENNION, S. I. Finance and supply management project execution plan. Office of Scientific and Technical Information (OSTI), 1999. http://dx.doi.org/10.2172/781505.

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Vodney, E. P. Financial services FY 1995 site support program plan WBS 6.10.4. Office of Scientific and Technical Information (OSTI), 1994. http://dx.doi.org/10.2172/10190829.

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DEPARTMENT OF DEFENSE WASHINGTON DC. Department of Defense Biennial Financial Management Improvement Plan. Volume 2. Defense Technical Information Center, 1998. http://dx.doi.org/10.21236/ada363534.

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DEPARTMENT OF DEFENSE WASHINGTON DC. Department of Defense Biennial Financial Management Improvement Plan. Volume 1. Defense Technical Information Center, 1998. http://dx.doi.org/10.21236/ada363535.

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Clark, Robert, Annamaria Lusardi, and Olivia Mitchell. Employee Financial Literacy and Retirement Plan Behavior: A Case Study. National Bureau of Economic Research, 2015. http://dx.doi.org/10.3386/w21461.

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Smith, P. A process for establishing a financial assurance plan for LLW disposal facilities. Office of Scientific and Technical Information (OSTI), 1993. http://dx.doi.org/10.2172/10191001.

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Schafer, D. D. Financial services FY 1996 site support program plan, WBS 6.10.4. Revision 1. Office of Scientific and Technical Information (OSTI), 1995. http://dx.doi.org/10.2172/188599.

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Clark, Robert, Melinda Sandler Morrill, and Steven Allen. The Role of Financial Literacy in Determining Retirement Plans. National Bureau of Economic Research, 2010. http://dx.doi.org/10.3386/w16612.

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Seery, Emma, Anna Marriott, Katie Malouf Bous, and Rebecca Shadwick. From Catastrophe to Catalyst: Can the World Bank make COVID-19 a turning point for building universal and fair public healthcare systems? Oxfam, 2020. http://dx.doi.org/10.21201/2020.6928.

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COVID-19 has exposed the widespread failure to invest in strong and universal public health systems, putting millions of lives at risk and dramatically widening health inequalities. Oxfam analysed the World Bank’s emergency health funding to 71 countries in response to the pandemic. While its response has been rapid and significant, Oxfam finds that the World Bank has missed vital opportunities to strengthen public health systems so they can tackle COVID-19 and deliver health for all in the future. The research outlined in this briefing finds that 89% of World Bank projects do not plan to supp

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