A Personal Wealth Management Guide for College Students

Open Access
Zhou, Yunhua
Area of Honors:
Bachelor of Science
Document Type:
Thesis Supervisors:
  • James Alan Miles, Thesis Supervisor
  • James Alan Miles, Honors Advisor
  • Joseph Randall Woolridge, Faculty Reader
  • Financial Planning
  • Personal Income Tax
  • Budgeting
  • Consumption Smoothing
The purpose of building this Excel project in financial planning is to help college graduates to make a smooth transition to be financially independent from their parents. Under ‘Main Display’ tab of the Excel Spreadsheet instructions are given for users to put in their input, and explanations are given for the table and graphic displays. It provided tax estimation, budget planning and retirement account management information for students with a minimum amount of complexity. You may access the project by clicking the link: http://sdrv.ms/10j1SV2