Becoming financially ready means you and your family are able to
make sound personal financial decisions related to saving, investing
and protecting for your dreams. This page is dedicated to
giving “do-it-yourself” financial planners a place to get started.
I want to read general articles on Creating
a Personal Financial Plan.
I want to read general articles about Financial
Planning in a Tough Economy.
I want to read general articles on Creating
a Financial Disaster Kit.
I want to read general articles about Hiring
an Advisor.
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I want to find helpful Non-Profit organizations.
- The American Institute of Certified Public
Accountants (AICPA) created a multi-faceted program, 360
Degrees of Financial Literacy, to educate the American public, from school children to retirees, on financial topics that apply specifically to their particular stage of life.
- The mission of the Certified Financial Planner
Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.
- The National Endowment for Financial Education® (NEFE®)
is an independent, nonprofit foundation committed to educating Americans
on a broad range of financial topics and empowering them to make
positive and sound decisions to reach their financial goals.
- The USAA
Educational Foundation is a nonprofit, tax-exempt
501(c)(3) organization that provides consumer information to
the military community and the general public. Since 1989,
The USAA Educational Foundation has published information on
important personal and financial issues.
I want to find helpful For-Profit organizations.
- CNN
offers a helpful suite of personal financial planning tools, resources
and calculators that make it easier to create your own financial
plan.
- MarketWatch serves as a helpful online resource providing timely
business news, market information, personal financial tools, and
online video content. We believe the wide-array of subjects addressed
in the Personal Finance section is especially beneficial to our audience.
- The Wall Street Journal offers a wide array of personal financial planning tools, resources and calculators that will help you create your own financial plan.
- Morningstar, Inc. is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans.
- Yahoo! Finance is a helpful resource in particular for individuals looking for basic information pertaining to their personal financial well-being.
I want to find helpful Government organizations.
- The U.S. Financial Literacy and
Education Commission manages and maintains a website dedicated to teaching all Americans the basics about personal finance. Whether you are planning to buy a home, balancing your checkbook, or investing in your 401(k), the resources on MyMoney.gov can help you.
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I want to receive a free Personal
Financial Planning Toolkit.
I want insight into hiring a Financial
Advisor.
I want a resource to guide me through Personal
Financial Goal Setting.
I want to learn if there are any regulatory actions
against an Individual
Broker or Brokerage Firm.
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I need to find helpful Financial
Planning Calculators.
- The
America Saves Personal Wealth Estimator
is a two-part financial calculator. In the first part, you can
determine your current net worth. If you wish, you can then proceed
to the second part of the Estimator to determine your future
net worth, based on assumptions that you make about additional
savings, interest rates, rates of return, and other factors.
- Financial
Industry Regulatory Authority (FINRA) recently surveyed
investors to get an idea of what people know – and what people may
not know – about investing. This quiz includes some of the questions
from our survey, and explains the correct answers. As part of FINRA’s
mission of protecting investors and ensuring market integrity, we are
committed to providing objective educational information for investors.
- CNN
Money offers The Prioritizer calculator which helps you rank a series of goals or options which are most attractive to you.
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There are countless personal finance self-help
“gurus” trying to convince you they alone offer the most insightful,
sincere and helpful solutions. They hope you will buy their latest
self-help book, workbook, newsletter, or whatever else it is they are
offering.
However, a handful have written books or offer
guidance on GETTING STARTED in a manner that may be more beneficial,
more affordable, or less annoying than their peers. Following
are gurus and books you may enjoy.*
- Bert Whitehead, Facing
Financial Dysfunction: Why Smart People Do Stupid Things
- Dave Ramsey, The
Total Money Makeover: A Proven Plan for Financial Fitness
- Robert Kiyosaki, Rich
Dad Poor Dad: What The Rich Teach Their Kids About Money – That
The Poor And Middle Class Do Not!
- Suze Orman, The
Laws of Money, The Lessons of Life: Keep What You Have and Create
What You Need
* Note: The Site Creator has not been compensated in any way for referencing any “gurus” or books on this site.
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PLEASE NOTE: The third party links provided are strictly
as a courtesy. When you link to any of the web sites provided here,
you are leaving this site. We make no representation as to the completeness
or accuracy of information provided at these sites. Nor is the company
liable for any direct or indirect technical or system issues or any
consequences arising out of your access to or your use of third-party
technologies, sites, information and programs made available through
this site. This information should not be construed as business, financial,
tax or legal advice.