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Personal Finance: Basics

Financial Management Basics

My Financial Well-Being Plan is a free online course offered by the National Endowment for Financial Education.

The American Savings Education Council (of the Employee Benefit Research Institute) runs the Choose to Save public education program, with an extensive range of online and printable worksheets, calculators, and brochures.

Several Personal-Finance Tools are provided by the Wall Street Journal; these tools (for budgeting, saving, retirement, and insurance) are designed for use with Microsoft Excel software.

You can take a comprehensive online tutorial from Rutgers University called Investing For Your Future or one from Purdue University called Planning for a Secure Retirement.

Financial advice for women in all stages of life is available from the Women’s Institute for Financial Education.

Wise Bread focuses on college students and recent graduates.

TIAA offers several Retirement Calculators & Financial Tools

A wide range of finance, loan, mortgage, retirement, and savings calculators are available from Nationwide Bank as well as the Complete Collection of Financial Calculators. Another collection of calculators, with a British perspective (on taxes, mortgages, and retirement), is Good Calculators.

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