- Budgeting
- Cash Management
- Consumer and Mortgage Loans
- Debt and Debt Reduction
- Time Value of Money 1: Present and Future Value
- Time Value of Money 2: Inflation, Real Returns, Annuities, and Amortized Loans
- Insurance 1: Basics
- Insurance 2: Life Insurance
- Insurance 3: Health, Long-term Care, and Disability Insurance
- Insurance 4: Auto, Homeowners, and Liability Insurance
- The Home Decision
- The Auto Decision
- Family 1: Money and Marriage
- Family 2: Teaching Children Financial Responsibility
- Family 3: Financing Children’s Education and Missions
- Investments A: Key Lessons of Investing
- Investments B: Key Lessons of Investing
Learning Tools
The following Learning Tools may also be helpful as you prepare your personal financial plan:
3. Financial Calculator Tutorial and Key Time Value of Money Formulas
This document is a financial calculator tutorial for most of the major financial calculators. It also includes the financial formulas for those who prefer to program their own calculators.
12. Excel Financial Calculator
This Excel worksheet is a simple financial calculator for those who prefer to use spreadsheets rather than financial calculators. It can perform most of the functions of a financial calculator, including present value, future value, payments, interest rates, and number of periods.
