The University of Utah
syllabusclass noteshome workhandoutsresources FINAN1200 Personal Finance
RESOURCES

Web sites, books, publications that can be used as resources through your personal finance journey

http://www.tiaa-cref.org/pubs/pdf/personal_finance.pdf -- personal finance handbook

www.accra.org -- cost of living data

www.bls.gov -- data on the economy

http://www.federalreserve.gov/pubs/bulletin-Changes in U.S. Family Finances from 2004-2007

www.moneyandhappiness.com

http://www.youtube.com/watch?v=p1BnsjrAGH8&NR=1-Stop buying things you cannot afford

www.conferenceboard.org -- data on the economy

www.suzeorman.com--financial planning advice and current events in the financial world.

http://www.youtube.com/watch?v=59enbuL_5uo&feature=related-Suze Orman on FICO score

www.cnbc.com/id/15838459--Mad Money with Jim Cramer-investing discussions.

http://www.youtube.com/watch?v=b--HwXE3064-Dave Ramsey on How to be Financially Successful

http://www.youtube.com/watch?v=h4q6P0NdKQ0&feature=related-Dave Ramsey Debunks Some Debt Myths

www.thesimpledollar.com-credit cards, investing, banking, education, insurance advice

www.kiplinger.com -- financial planning advice and tax information

www.money.cnn.com -- financial planning advice and tax information

www.money.msn.com--financial planning advice

www.smartmoney.com -- financial planning advice

www.worth.com -- financial planning advice

www.fidelity.com -- financial planning advice

www.cfp-board.org -- information about financial planners

www.fpanet.org -- information about financial planners

www.quicken.com -- financial planning tools and tax help

www.choosetosave.org--tips on reaching financial goals.

www.epinet.org -- Economic Policy Institute

www.irs-gov -- history of Federal income taxes, forms, tax information

www.jklasser.com -- tax information

Credit:

National Foundation for Credit Counseling

Credit Card Insider's Student Resources

Taxes:

http://turbotax.intuit.com/tax-tools/calculators/ira/ -IRA calculator (thanks Brittany from Cleary Mountain High School for this link).

www.taxprophet.com -- tax information and advice

www.taxadmin.org -- information on state tax

www.banx.com -- rates for mortgages, loans, CD

www.cuna.org -- credit union information

http://turbotax.intuit.com/tax-tools/tax-tips/Jobs-and-Career/Tax-Tips-for-Retirement/INF12012.html -Tax Tips for Retirement (thanks Alice Taylor for this link)

Retirement:

www.newretirement.com -- Retirement calculators, services, answers, news, strategies

Miscellaneous:

www.bankrate.com -- rates and consumer information

www.cardhub.com - credit card comparison, studies and statistics, and consumer education

www.annualcreditreport.com -- free credit report

http://www.discountcommoditybrokeronline.com/--information concerning trading in options and fugures.

Personal Financial Plan

Finances for the Holidays and Beyond-November 18, 2008-presentation

Finances for the Holidays and Beyond-November 18, 2008-spreadsheet

spreadsheets and budget percentage spreadsheet

http://www.annuityfyi.com/guide-calculators.html - links to a variety of web site (thanks to Sarah Washington for this link).

http://www.debt.org/retirement/avoid-debt-senior/ - links to a variety of web sites concerning planning for retirement and managing debt.(Thanks to Katelyn and Ms. Ward's class in Deleware).

Finance for Non-Financial Managers March 2012 - This is the presentation for the class taught February 25, 2012.

 

Dr. Jerry Basford - The University of Utah
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