Honors Program Theses


Open Access Honors Program Thesis

First Advisor

Christine Bauman


This project will research financial planning tools for a new University of Northern Iowa (UNI) graduate. The following two research questions will be considered. First, what should graduates know about budgeting, investing, insurance, and spending? Second, what are the tax considerations related to these financial matters? The research for the project will be completed through reading articles and books from the library and recent online sources. Financial planning is important for UNI graduates because all of them will need to make many decisions related to finances over their lifetime. In the article Grads in Dark Over Finances, a poll of graduating seniors was sited. The poll found that nearly half of college seniors feel "not very" or "not at all" knowledgeable about investing and financial planning and only eight percent categorized themselves as "very knowledgeable" (Mseka, 2001, p. 36).

Year of Submission



Department of Accounting

University Honors Designation

A thesis submitted in partial fulfillment of the requirements for the designation University Honors


If you are the rightful copyright holder of this thesis and wish to have it removed from the Open Access Collection, please submit a request to scholarworks@uni.edu and include clear identification of the work, preferably with URL.

Date Original


Object Description

1 PDF file (28 pages)