Research handbook on personal finance / edited by Sonya Lutter, (Professor of Practice, School of Financial Planning, Texas Tech University) and Meghaan Lurtz, (Lecturer, School of Professional Studies - Wealth Management, Columbia University, New York, USA).

Format:

Book

Contributor:

Lutter, Sonya, editor.

Lurtz, Meghaan, editor.

Edward Elgar Publishing, publisher.

Series:

Research handbooks in money and finance series

Language:

English

Subjects (All):

Finance, Personal--Handbooks, manuals, etc.

Finance, Personal.

Genre:

Electronic books.

Physical Description:

1 online resource (338 pages)

Place of Publication:

Cheltenham, UK : Edward Elgar Publishing Limited, [2026]

Summary:

"This Research Handbook serves as a comprehensive guide to personal finance, providing a historical overview of the field and highlighting the importance of financial wellbeing. Expert authors bring an international perspective to modern financial issues including proactive decision-making, financial socialization and trust, presenting a fresh take on this expanding landscape. Contributors analyze the evolution of financial planning and financial goals, extending beyond traditional assessments to consider behavioral biases and psychological influences. They explore debates surrounding ethics, cultural and gender considerations, wellbeing, retirement savings, as well as theoretical considerations such as the individualization of savings and investments. Chapters emphasize emerging trends including fintech and artificial intelligence, and examine life-cycle planning, tax strategies and financial literacy. With both academic and practitioner perspectives, this Research Handbook examines the evolving preferences of consumers and clients. Adopting an interdisciplinary approach that integrates economics, psychology, behavioral finance and policy analysis, this Research Handbook is a vital resource for scholars and students of financial economics and regulation, economics and finance, and banking. Financial planning practitioners and policymakers will also benefit from the summary of best practices"-- Provided by publisher.

Contents:

Contents: 1. Introduction to research handbook on personal finance / Sonya Lutter and Meghaan Lurtz

2. Historical overview of personal finance / Jodi Krausman and Chet Bennetts

3. Qualified providers of personal finance services / Cherie Stueve and Van Dinh

4. Personal finance help-seeking / Robert van Beek

5. Behavioural biases in personal finance / Merle van den Akker and Emily Daniels

6. Financial socialization / Emily Koochel

7. 'I wouldn't start from here' - money and happiness / Chris Budd

8. Personal finance ethics / Thomas Crandall, Mindy Joseph and Megan McCoy

9. Understanding financial wellbeing / Marius van der Merwe

10. Understanding wealth: The foundations of gender dynamics in personal finance / Christina Gossayn

11. Rebalancing wealth: The gender equation in personal finance / Christina Gossayn

12. Lifecycle personal finance research / Thomas Idzorek and Paul D. Kaplan

13. Retirement savings and income planning / Tao Guo

14. Comfort with risk: A new perspective on risk tolerance / John E. Grable, Abed Rabbani and Liana Holanda Nepomuceno Nobre

15. Research on individual tax planning / Danielle Winchester and P. Jeffrey Christakos

16. Cross-cultural personal finance / Amanda Craft, Michelle Cull, Kirsten MacDonald, Mark Brimble and Katherine Hunt

17. Looking ahead in personal finance / Sonya Lutter and Meghaan Lurtz.

Notes:

Includes bibliographical references and index.

Description based on print record.

ISBN:

9781035323012 (e-book)

Access Restriction:

Restricted for use by site license.