Terms

Personal Finance

Personal finance is about meeting personal financial goals, whether it’s having enough for short-term financial needs, planning for retirement, or saving for your child's college education. It is about managing your money as well as saving and investing. It comprises budgeting, banking, insurance, mortgages, investments, retirement planning, and tax and estate planning.

Industries

Banking
Insurance

Terms

Investing
Mortgage
Retirement
Taxes

Mentioned by the Following

Entities

America First Credit Union
Clocktower Technology Ventures
ClydeBank Media
Edelman Financial Engines
Ellevest
Essential Investment Partners
Kiplinger
Kohler & Eyre CPAs
Money Avenue
Ribbit Capital
SEB Group
Sherman Wealth Management
SoFi
Tascha Labs
The Financial Diet
The Rich Dad Company
Wall Street Daily

People

Andrew Campbell
Andrew Marshall
Avery Breyer
Axel Merk
Bernie Kent
Bert Schweizer
Brandon Turner
Brett Whysel
Bruce Helmer
Carrie Schwab-Pomerantz
Cary Carbonaro
Dana Anspach
David Crook
Ed Slott
Eli Rauch
Eric Tyson
Gary Anetsberger
Hart Lambur
Howard Lindzon
Jason Kelly
Jason Simpkins
Jeff Gitterman
Jim Lowell
John Stein
Karen Blumenthal
Ken Boyd
Ken Little
Laura Shin
Laurence Kotlikoff
Lazetta Braxton
Lee Robertson
Logan Mohtashami
Louis Barajas
Lyle Wolberg
Matthew Tuttle
Merryn Somerset Webb
Morgan Housel
Nate O'Brien
Nilus Mattive
Paul Tanner
Peter Lazaroff
Preston Pysh
Rachel Cruze
Ric Edelman
Rob Riedl
Sharon Oberlander
Shlomo Benartzi
Stephen Janachowski
Steve Burns
Suze Orman
Ted Seides
Tiffany Aliche

Publications

8 Lessons in Military Leadership for Entrepreneurs
A Complete Guide to Volume Price Analysis
A Few Lessons for Investors and Managers From Warren Buffett
A Social Security Owner's Manual
Angrynomics
Asset Protection for Business Owners and High-Income Earners
Be Your Own Boss
Beautiful Pictures
Bringing Home the Gold
Broke Millennial
Cashflow Quadrant
Complete Idiot's Guide to Tax Breaks and Deductions
Dale Carnegie's Lifetime Plan for Success
Dave Ramsey's Financial Peace University
Debt Free For Life
Discover the Wealth Within You
Don’t Hire a Financial Coach!
Everything You've Heard About Investing Is Wrong!
Forex A Newbies' Guide
Getting Back to Even
Go Green, Live Rich
How to Have More than Enough
How to Stop Worrying and Start Living
Instant Information Products!
Irrational Economics
Learn to Earn
Live Richer Academy
Living Rich
Love Your Life Not Theirs
Making Money Simple
Massey on Money
Mastering Trading Stress
Midas Touch
MoneyWeek
More Important Than Money
More Than Enough
Oblivious Investing
Overworked, Overwhelmed, and Underpaid
Personal Finance After 50 For Dummies
Personal Finance Desk Reference
Personal Finance at Your Fingertips
Personal Finance for Dummies
Personal Finance in Your 20s and 30s For Dummies
Personal Finance in Your 50s All-in-One For Dummies
Portable Pension Plans for Casual Labor Markets
ProsperApp
Real Wealth
Retire Young Retire Rich
Retirement for Dummies
Rich Dad Education on Tax Secrets
Rich Dad's Before You Quit Your Job
Rich Dad's Conspiracy of the Rich
Rich Dad's Escape from the Rat Race
Rich Dad's Guide to Becoming Rich Without Cutting Up Your Credit Cards
Rich Dad's Success Stories
Rich Dad's Who Took My Money?
Rich Kid Smart Kid
Rich Woman
Second Chance
Set for Life
SmallIvy Book of Investing
Smart Money Smart Kids
Social Security Made Simple
Stay Mad for Life
Stock Investing For Students
Strategies And Rational Decisions In The Securities Options Market
Study Guide for The New Trading for a Living
Suze Orman's Financial Guidebook
The 21 Success Secrets of Self-Made Millionaires
The 250 Estate Planning Questions Everyone Should Ask
The 9 Steps to Financial Freedom
The Babylon Course in Financial Success For Those Who Desire Much Gold
The Barefoot Retirement Plan
The Basics of Understanding Financial Statements
The Big Birthday Surprise
The Big Drop
The Buffettology Workbook
The Complete Idiot's Guide to Value Investing
The Financial Advisor to Building Wealth
The Infographic Guide to Personal Finance
The Magic of Thinking Big
The Midas Touch
The Money Answer Book
The Money Code
The Neatest Little Guide to Personal Finance
The Option Trader's Mindset
The Pocket Idiot's Guide to Investing in Mutual Funds
The Psychology of Money
The Ravens
The Relaxing Retirement Formula
The Richest Man in Babylon in Action
The Science of Being Great
The Science of Getting Rich
The Squirrel Manifesto
The Truth About Money
The Truth About Your Future
The Two-Income Trap
What Really Works
Where to Stash Your Cash Legally
Who Stole My Pension?
Why We Want You To Be Rich
Worth
You Got Screwed!
Your Road to Wealth Starts Here

10 Personal Finance Strategies

  1. Devise a Budget
  2. Create an Emergency Fund
  3. Limit Debt
  4. Use Credit Cards Wisely
  5. Monitor Your Credit Score
  6. Consider Your Family
  7. Pay Off Student Loans
  8. Plan (and Save) for Retirement
  9. Maximize Tax Breaks
  10. Give Yourself a Break