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Research Handbook on Personal Finance

Edited by Sonya Lutter and Meghaan Lurtz

in Books from Edward Elgar Publishing

Abstract: 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.

Keywords: Financial Planning; Financial Well-Being; Cultural Dimensions Of Money; Evolution Of Financial Planning; Financial Goals; Lifecycle Theory (search for similar items in EconPapers)
Date: 2026
ISBN: 9781035323005
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Downloads: (external link)
https://www.elgaronline.com/doi/10.4337/9781035323012 (application/pdf)
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Chapters in this book:

Ch 1 Introduction to Research Handbook on Personal Finance Downloads
Sonya Lutter and Meghaan Lurtz
Ch 2 Historical overview of personal finance Downloads
Jodi Krausman and Chet Bennetts
Ch 3 Qualified providers of personal finance services Downloads
Cherie Stueve and Dinh Van
Ch 4 Personal finance help-seeking Downloads
Robert van Beek
Ch 5 Behavioural biases in personal finance Downloads
Merle van den Akker and Emily Daniels
Ch 6 Financial socialization Downloads
Emily Koochel
Ch 7 ‘I wouldn’t start from here’—money and happiness Downloads
Chris Budd
Ch 8 Personal finance ethics Downloads
Thomas Crandall, Mindy Joseph and Megan McCoy
Ch 9 Understanding financial wellbeing Downloads
Marius van der Merwe
Ch 10 Understanding wealth: the foundations of gender dynamics in personal finance Downloads
Christina Gossayn
Ch 11 Rebalancing wealth: the gender equation in personal finance Downloads
Christina Gossayn
Ch 12 Lifecycle personal finance research Downloads
Thomas Idzorek and Paul D. Kaplan
Ch 13 Retirement savings and income planning Downloads
Tao Guo
Ch 14 Comfort with risk: a new perspective on risk tolerance Downloads
John E. Grable, Abed Rabbani and Liana Holanda Nepomuceno Nobre
Ch 15 Research on individual tax planning Downloads
Danielle Winchester and P. Jeffrey Christakos
Ch 16 Cross-cultural personal finance Downloads
Amanda Craft, Michelle Cull, Kirsten MacDonald, Mark Brimble and Katherine Hunt
Ch 17 Looking ahead in personal finance Downloads
Sonya Lutter and Meghaan Lurtz

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