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Home > Personal Finance Center  > Planning and Budgeting

Planning and Budgeting

• Defining and Setting Goals for a Good Financial Life
• Starting on the Road to Financial Security
• Developing a Financial Strategy
• Keeping Your Financial Life Simple
• Have an Organized Financial System
• Tips for Organizing Important Papers
• Building Your Financial Literacy
• Planning for Major Purchases
• Preparing for Major Financial Events
• Establishing Good Financial Habits
• Measure Your Financial Progress
• Preparing a Personal Balance Sheet
• Preparing Your First Budget
• Monitoring Your Monthly Spending
• Establishing a Relationship with a Financial Institution
• Direct Deposit of Payroll and Government Checks
• Ten Reasons to Consider Online Banking
• Using a Safe Deposit Box
• Filling Out the Paperwork for Your First Job
• Renting Your First Apartment
• Be Interest Rate Wise
• The Federal Reserve and Interest Rates

Calculators and Worksheets

• Personal Contacts (worksheet)
• Locations of Important Papers (worksheet)
• Personal Balance Sheet (worksheet)
• Household Spending Analysis (worksheet)
• Family Records Almanac (worksheet)

Podcast

• Defining and Setting Goals for a Good Financial Life
• Starting on the Road to Financial Security
• Keeping Your Financial Life Simple
• Organizing Your Financial Life
• Building Your Financial Literacy
• Financial Planning Basics
• Planning for Major Purchases or Expenses
• Establishing Good Financial Habits
• Establishing a Relationship with a Financial Institution
• Ten Reasons to Consider Online Banking
• Safe Deposit Boxes
• Filling Out the Paperwork for Your First Job
• Renting Your First Apartment

Finance Tips

• Financial Organization, Planning, Budgeting - Why You Should Use a Fee-Only Financial Planner
• Financial Organization, Planning, Budgeting - Your Biggest Asset You Probably Haven’t Insured
• Financial Organization, Planning, Budgeting - Beneficiary Designations
• Financial Organization, Planning, Budgeting - Finding Financial Security for Paycheck-to-Paycheck Earners
• Financial Organization, Planning, Budgeting - The Four Documents You Must Prepare
• Organizing Your Financial Documents
• The Secret to Successful Budgeting
• Should You Pay Off Your Mortgage?
• Financially Strapped? Here Are Some Ways Out
• Government Apps to Keep You Up to Date
• Want to Save More? Go “Cash”
• You Earned It – Keep It
• Remember: Designations Trump Wills
• Need to Care for Parents? Powers of Attorney Make it Easier
• How Quickly Will Your Money Grow?
• If It's Worth Saving, It's Worth Protecting
• Should You Plan to File Taxes Separately or Jointly?
• Why You Should Use a Fee-Only Financial Planner
• Your Biggest Asset You Probably Haven’t Insured
• Beneficiary Designations
• Finding Financial Security for Paycheck-to-Paycheck Earners
• The Four Documents You Must Prepare
• Organizing Your Financial Documents
• The Secret to Successful Budgeting
• Should You Pay Off Your Mortgage?
• Financially Strapped? Here Are Some Ways Out
• Government Apps to Keep You Up to Date
• Don’t Get Caught by Gift Card Expiration Dates
• Simple Ways to Save More This Year
• Maximize Your Frequent Flyer Miles
• To Share or Not to Share
• Save With Cash-Back Cards
• You Earned It – Keep It
• Want to Save More? Go “Cash”