Joan Koonce

Professor & Extension Financial Planning Specialist

Address:
230 Hoke Smith Annex
300 Carlton St.
Athens, GA 30602

E-Mail:

workOffice Phone: 706-542-4865

Fax: 706-542-1799

Curriculum Vitae

Education

Degree Field of Study Institution Graduation
Ph.D. Family and Consumer Economics The Ohio State University 1988
M.S. Family and Consumer Economics The Ohio State University 1985
B.S Family and Consumer Sciences Teacher Education North Carolina Central University 1983

Research

My research examines several areas of family financial planning, financial behavior of youth and family communication about finances, and low-income consumers and poverty.

Teaching

Prior classes taught include: Intermediate family financial management, Family savings and investments; Family portfolio management; Family estate planning; Family financial planning, and Family financial analysis.

Outreach

I train county Extension agents and deliver education and outreach to diverse audiences in the areas of insurance and risk management, savings and investing, estate planning, taxes and retirement.

Areas of Expertise

I have expertise in insurance and risk management, investments, estate planning, taxes and retirement.

Journal Articles

Koonce, J., Scarrow, A., & Palmer, L.  (2016).  Volunteer income tax assistance (VITA): A community coalition for financial education and asset building.  Journal of Extension, 54(2), www.joe.org.

Mimura, Y., Koonce, J., Plunkett, S., & Pleskus, L.  (2015).  Financial information source, knowledge, and practices of college students from diverse backgrounds. Journal of Financial Counseling and Planning, 26(1), 63-78.

Kunovskaya, I.A., Cude, B.J., & Koonce, J. (2013). Money managing practices in transition economies: How findings from financial literacy surveys may inform home economics educators. International Journal of Home Economics.

Linnenbrink, M.L., Mauldin, T., Sabia, J.J., Koonce, J., & Palmer, L.  (2011).  Saving for success:  Financial education and savings goal achievement in individual development accounts.  Journal of Financial Counseling and Planning, 22(2), 42-54.

Koonce, J., Turner, P. R., & Chapman, S. W.  (2011, Summer).  Greening your life.  Journal of Family and Consumer Sciences, 103(3), 47-51.

Mauldin, T. A., Mimura, Y., Kabaci, M. J., Koonce, J. C., Rupured, M., & Jordan, J. W.  (2011, Spring).  Does parents’ marital status relate to family communication about money?  Journal of Youth Development, 6(1), 30-42.  http://data.memberclicks.com/site/nae4a/JYDfinal_110601x.pdf

Koonce, J., Mimura, Y., Mauldin, T., Rupured, M., & Jordan, J. (2008).  Financial information:  Is it related to savings and investing knowledge and financial behavior of teenagers?  Financial Counseling and Planning, 19(2), 19-28.

Linnenbrink, M., Koonce, J., Mauldin, T., Rupured, M., & Schlanger, K.  (2008). The earned income tax credit:  Experiences from and implications of the Voluntary Income Tax Assistance Program in Georgia.  Journal of Extension, 46(1), available at http://www.joe.org/joe/2008february/a7.php.

Publications

Kunovskaya, I., Cude, B., & Koonce, J. (2012, July 16-20). Money managing practices in transition economies: How findings from financial literacy surveys may inform home economics educators. Proceedings of the International Federation for Home Economics Conference.

Koonce, J. (2012, November).  Do You Plan To Retire?: Key Issues To Consider (HACE-E-90-1).  Athens, GA:  University of Georgia Cooperative Extension.

Koonce, J. (2012, November).  Do You Plan To Retire?: Ways To Save For Retirement (HACE-E-90-2). Athens, GA:  University of Georgia Cooperative Extension.

Koonce, J., & Shockley, L.  (2011, April).  Where There’s a Will, There’s a Way (HACE-E-76).  Athens, GA:  University of Georgia Cooperative Extension.

Koonce, J., & Shockley, L.  (2011, April).  You’ve Got the Power:  Living Will and Health Care Power of Attorney (HACE-E-77).  Athens, GA:  University of Georgia Cooperative Extension.

Koonce, J., & Shockley, L.  (2011, April).  You’ve Got the Power:  Financial Power of Attorney (HACE-E-78).  Athens, GA:  University of Georgia Cooperative Extension.

Koonce, J.  (2011, April).  Insurance:  Necessity or Nuisance? (HACE-E-66).  Athens, GA:  University of Georgia Cooperative Extension.

Koonce, J.  (2011, April).  Before You Invest (HACE-E-67).  Athens, GA:  University of Georgia Cooperative Extension.

Palmer, L., Koonce, J., & Goetz, J. E.  (2010).  Financial education and volunteer income tax assistance.  Proceedings of the Association for Financial Counseling and Planning Education, 104-108.