Online Resources on the Basics of Financial Planning

iStock_000007392168XSmallThe best foundation for personal financial planning is having an overview of the process and understanding how the important components in financial planning work together—cash flow management, income tax planning, risk management planning (insurance), investment planning, retirement planning, and estate planning. The following resources provide an excellent place to start.

Money Essentials from CNN Money offers lessons in a variety of topics related to financial planning. Though they are not organized in a coordinated "course", each lesson provides clear, useful discussion. CNN Money does have advertisements but the information is sound and without hype.

The Retirement and Money sections of the AARP site provide excellent  topic articles in planning for adults of all ages. Though the site is strong in retirement and estate planning, the articles cover all aspects.

The Certified Financial Planner Board of Standards site Let's Make a Plan provides resources in the Learning Center on the basics of financial planning, particularly about working with a financial planner.

360 Degrees of Financial Literacy has many topics on financial planning. The many articles cover the various aspects of financial planning at all lifes stages.


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