Introduction to Personal Financial Management

Written by Max | Edited by Rory Hart

Last updated on Apr 26, 2023

Sections of this topic

Calculator and notepad placed on USA dollars stack

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
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

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
selected for their relevance and highly practical nature.

Max

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Introduction to Personal Financial Management

Introduction to Personal Financial Management

Sections in This Topic Include

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

Basics of Personal Financial Planning

Evaluating Your Personal Financial Situation

Budgeting

Insurance Planning

Basics and Planning

Savings

Consumer Credit and Debts

Investing

Tax Planning

Retirement Planning

Estate Planning

Estimating Your Net Worth

General Resources

For the Category of Personal Wellness:

Evaluating Your Personal Financial
Situation