Financial Planning

  • Disaster Preparedness
    Disaster preparedness is always a popular topic after a catastrophe. Here are tools to help you prepare beforehand.
  • Life Insurance.com
    This resource is all about the fundamental information people must understand to make good decisions. Remarkably free of hype, it’s a good start whether you’re looking at term insurance or permanent insurance for estate planning.
  • Crash Course in Wills & Trusts
    This excellent introduction to basic estate planning is the work of Michael Palermo, the author of AARP Crash Course in Estate Planning. He tackles the probate process, trust basics, comparing living trusts and wills, and specialized trust and estate planning. Equally worthy as a good first introduction or a refresher course.
  • Fundamentals of Financial Planning
    An online course developed for consumers by Florida State University. Cash management, tax planning, insurance, investment planning, retirement planning, and estate planning are included. Using tutorials, worksheets, and quizzes, it is a thorough introductory course.
  • Nolo.com's Auto Insurance  This resource covers a wide range of questions about auto insurance, from "what is liability insurance?" to "what is uninsured motorist coverage?" Using the information here may save you real money and a lot of grief as you manage this critical piece of your personal risk picture. Don’t skip this one.
  • SavingforCollege.com
    SavingforCollege.com deals exclusively with the so-called Section 529 college savings plans. You'll find articles explaining what they are, how best to use them as well as a listing of the key features of all state plans and includes a 1 to 5 rating system.
  • Money Savvy Generation
    When its founder saw difficult it was for her adult clients “to deal with even the most basic concepts of personal finance,” Money Savvy Generation's began with a mission is to get kids involved in learning about basic personal finance so that they can manage their money and achieve their life goals. The tools and products help children and young adults see the cause-and-effect link between their money and their ability to achieve their dreams. Wouldn’t that be a valuable lesson to learn early?
  • Virtual Finance Library
    Not very fancy but a deep collection of links to sites devoted to finance and economics. Maintained by Ohio State University, it’s organized into categories for investors, researchers, educators, and students. There may be nothing better on the net for finance and economics.

 

 

 

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