These free financial resources about money management are provided by the FTC.ย Below are the descriptions with links to each item on the FTC site. ย The majority are in PDF format, feel free to download, use and share them.
[Read more…] about Tips on Money Management & Giving Donations
Electronic & Online Banking, Confused? Read On
These free financial resources about online, e-banking, etc. are provided by the FTC.ย Below are the descriptions with links to each item on the FTC site. ย Most are in PDF format, feel free to download, use and share them.
[Read more…] about Electronic & Online Banking, Confused? Read On
Investing for Your Future: A Course for Beginners
This free online course is for new investors with smaller amounts of money to begin investing with. The course begins with exploring fundamental concepts and terminology then moves into setting goals and how to achieve them. This course was developed by the Extension.org (Cooperative Extension). If you enjoyed this course, check out the other quality financial resources they’ve made available on their site.
- Introduction
- Unit 1: Basic Building Blocks of Successful Financial Management
- Unit 2: Investing Basics
- Unit 3: Finding Money to Invest
- Unit 4: Ownership Investments
- Unit 5: Fixed-Income Investing
- Unit 6: Mutual Fund Investing
- Unit 7: Tax-Deferred Investments
- Unit 8: Investing Small Dollar Amounts
- Unit 9: Getting Help: Investing Resources
- Unit 10: Selecting Financial Professionals
- Unit 11: Investment Fraud
- Study Guide
- Action Steps
- Monthly Investment Messages
- Glossary
Introduction to Estate Planning
Despite its importance in financial planning, estate planning is generally underestimated and misunderstood. The articles below will help you develop a solid understanding of the purpose and objectives of estate planning.
Getting Ready for College? Use These Checklists!
Preparing for college can seem overwhelming. We not only worry how we’ll afford it, but we’re not sure where we want to go, what we want to study, what paperwork we need to fill out or who we need to talk to.ย Things may become even more intimidating if we’re adults that have been out of school for a long time.
Thankfully, along with providing student aid, our federal government has put together a lot of resources to help us reach our educational goals. Below are college preparation checklists from the Federal Student Aid program that will help you prepare for college no matter what stage of life you’re at.
General
Pre-High School
High School
Money for College
Have an Estate Plan Yet? Do it in Six Simple Steps
Estate planning is arguably the most underestimated area of financial planning despite its importance. It can also seem overwhelming, but it doesn’t have to be. Start an estate plan for yourself or a family member in six steps.
The objective of this web course from Purdue University is to help organize your information and ideas before meeting with an advisor about estate planning in six simple steps. Accompanying each step below are links to additional resources to help in the process. Access the course here or via the links below.
- Introduction
- Step 1: Initiate the discussion
- Who Gets Grandma’s Yellow Pie Plate
- Talking with Aging Parents About Finances
- Who Will Get Grandpa’s Farm? Communicating about Farm Transfer
- American Bar Association
- American College of Trust and Estate Counsel
- Certified Financial Planner: Board of Standards
- The Financial Planning Association
- Ric Edelman, Your Financial Planner
- Metropolitan Life Publication
- Estate Planning for Families with Minor Children
- Step 5: Consider alternatives
- Who Gets Grandma’s Yellow Pie Plate
- Estate Planning: Property Ownership
- Who Will Get Grandpaโs Farm? Communicating about Farm Transfer
- Estate Planning: Wills
- Smart Money
- National Financial Planning Support Center
- Life Insurance: An Estate Planning Tool
- Financial Planning Toolkit
- Power of Attorney