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Personal Finance

Personal Finance Resources

“Most people don’t plan to fail, they fail to plan.”  John L. Beckley

Personal financial planning is the process of planning your spending, financing, and investing in order to optimize your financial situation. A personal financial plan involves decisions about financial goals and describes the spending, financing, and investing plans necessary to achieve those goals. An understanding of personal finance enables you to make more informed decisions about your financial situation.

6 Fundamental Steps to Create Sound Personal Finances

  1. Budgeting and tax planning
  2. Financing your large purchase needs
  3. ​Managing your liquidity and credit
  4. Protecting your assets and income (insurance)
  5. Investing your money
  6. Planning your retirement and estate

Personal Finance Resources

Excel Calculators


Print Books