Fundamentals of Financial Planning -
This online course was developed for consumers by
Florida State University. Covers cash management,
tax planning, insurance, investment planning,
retirement planning, and estate planning. Includes
tutorials, worksheets, and quizzes; this is a
complete introductory course and well worth your
investment in time. |
HSA Insider - Everything you ever wanted to
know about Health Savings Accounts (HSA). These are
the new, government authorized accounts that allow
you to make tax deductible contributions into a
savings account that can later be withdrawn tax-free
in order to pay personal medical expenses. Must be
paired with an HSA-compliant insurance policy |
|
Crash Course in Wills & Trusts -
Michael T. Palermo has put together this excellent
introduction to basic estate planning. Topics
include: the probate process, trust basics,
comparing living trusts and wills, and specialized
trust and estate planning tools. This site serves
equally well as a good first introduction or a
refresher course. |
Introduction to Investments
by Prof. William Goetzmann
This excellent online textbook covers all of the key
elements of Modern Portfolio Theory and represents a
first-class introduction to the subject for anyone
who aspires to a deeper understanding of this
important topic. |
|
The Money Savvy Pig is a piggy bank divided
into four compartments - save, spend, donate, and
invest - intended to help children learn that money
involves choices. Also available is the Cash Cache
Beginning Personal Finance Organizer for ages 11-16.
This sturdy organizer is designed on the same
interactive principals as the piggy bank which
reinforce financial goal setting and making
financial choices. |
A good tool for helping teenagers learn about credit
cards is
Visa Buxx, a Visa debit card that can be
recharged via the Web (you might pay allowances into
it, for example). Parents and teens can track
spending via the Web and parents can even program
email alerts if purchases are made at locations
selling items inappropriate for teens. |