Personal Finance Concepts for Everyday Decision-Making

Explore basic topics in everyday personal finance, from insurance, retirement, and investments to money management and credit.

Introduction

• Financial planning is like a puzzle

1. Your Mindset around Money Management

• Taking inventory of your finances
• Setting your financial goals
• Tracking monthly spending

2. Let's Talk about Credit

• Make credit work for you
• How to build or rebuild your credit
• Paying down debt like a pro

3. Protection Is Key

• Understanding employee benefits
• Life insurance 101
• Disability insurance 101

4. Investments and Retirement

• Create an investment strategy
• Choosing where to invest
• Planning for your retirement

Conclusion

• Executing your financial plan