Introduction to Personal Financial Management

Sections of this topic

    Introduction to Personal Financial Management

    Obviously, financial management is a critical function in organizations.
    Successful leadership and management of others requires successful
    leadership and management of oneself. Financial management is
    a critical function in self-management.

    Sections in This Topic Include

    Basics of Personal Financial Planning
    Evaluating Your Personal Financial Situation
    Budgeting
    Insurance Planning
    Savings
    Consumer Credit and Debts
    Investing
    Tax Planning
    Retirement Planning
    Estate Planning
    Estimating Your Net Worth

    General Resources

    Also consider
    Personal
    Development

    Personal
    Productivity

    Related Library Topics

    Learn More in the Library’s Blogs Related to Personal Financial Management

    In addition to the articles on this current page, see the following blogs which
    have posts related to Personal Financial Management. Scan down the blog’s page
    to see various posts. Also see the section “Recent Blog Posts” in
    the sidebar of the blog or click on “next” near the bottom of a post
    in the blog.

    Library’s
    Coaching Blog

    Library’s
    Human Resources Blog

    Library’s
    Spirituality Blog


    Basics of Personal Financial Planning

    Understanding
    and Controlling Your Finances — The Basics

    Understanding
    and Controlling Your Finances — Incentives

    Understanding
    and Controlling Your Finances — Understanding Your Current Position

    Understanding
    and Controlling Your Finances — Gaining Control

    Understanding
    and Controlling Your Finances — Balanced Financial Life

    Personal Financial Resources (geared toward investment
    planning, but addresses basic questions)

    DollarTimes:
    Financial budget calculators useful for personal finance

    Financial
    Dictionary
    contains articles about the most popular and commonly
    used financial terms
    The Power and Meaning of Money

    Evaluating Your Personal Financial
    Situation

    Financial Fitness Test
    Financial
    Fitness as Physical Fitness!

    Financial Fitness Test

    Budgeting

    How to Make a Budget and Stick to It
    Budgeting
    Tips

    Budgeting 101 (free online course)

    Insurance Planning

    (disability, medical, life insurance, auto, home)

    Basics and Planning

    Auto
    Insurance Basics

    Home Insurance Basics
    – – – Frequently Asked Questions
    Disability
    Insurance

    Health Insurance Frequently Asked Questions
    Top 25 Health Insurance Companies

    Savings

    66 Ways to Save Money
    75 Painless Money-Saving Tips
    free newsletter with many ideas

    Consumer Credit and Debts

    Money: 9 Tips to Avoid Overspending
    Rebuilding Credit FAQ
    Loans
    — Getting

    Investing

    Investing 101
    Frequently
    Asked Investment Questions

    Glossary of
    Financial Terms

    101 Ways to Save Money

    Tax Planning

    Tax
    Planning Guide

    Start Planning Now for Next Year’s Taxes
    Tax Planning Basics

    Retirement Planning

    Retirement Planning Basics
    another
    view of retirement planning

    11 Retirement Realities You Need to Know

    Estate Planning

    Estate Planning Basics
    Estate
    Planning — An Introduction

    Estate Planning Forms

    Estimating Your Net Worth

    an
    online calculator

    Net
    Worth Calculator

    How Much Are You Worth?


    General Resources

    Massive Personal Finance Resource List
    Financial
    Planning Toolkit

    MoneyRates.com
    List of Articles

    Tools & Financial Calculators


    For the Category of Personal Wellness:

    To round out your knowledge of this Library topic, you may
    want to review some related topics, available from the link below.
    Each of the related topics includes free, online resources.

    Also, scan the Recommended Books listed below. They have been
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