Search Results: Financial Planning


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  • 51.
    25 Steps to Financial Planning
    Subject: Estate Planning, Financial Planning
    Audiences: Parents, Adults
    Source: TRW LAW
    A guide to the basics of estate planning.
    Free Resource
    Website (Blog), Tool
    English

     
  • 52.
    OU Guides - Libraries
    Subject: Financial Planning (Finding a Financial Planner)
    Audiences: Adults, Students
    Source: OU Guides
    Financial Literacy guide from the University of Oklahoma.
    Free Resource
    Website
    English

     
  • 53.
    Own the Dollar
    Subject: Banking, Budgeting, Consumer Issues, Credit, Financial Planning, Investing, Saving
    Audiences: Adults
    Source: OwntheDollar.com
    A blog designed to help people wade through the vague, boring, typical finance information and find the truly important tidbits about personal finance such savings, investing, retirement, and other items that everyone should know.
    Free Resource
    Website (Blog)
    English

     
  • 54.
    Personal Capital
    Subject: Financial Planning, Investing
    Audiences: Adults
    Source: Personal Capital
    Financial software that offers free tools to help you manage your entire financial life from one secure place.
    Free Resource
    Tool
    English

     
  • 55.
    PocketSmith
    Subject: Banking, Financial Planning
    Audiences: Adults
    Source: PocketSmith
    The comprehensive personal finance software with financial forecasts. Helping you plan ahead so you can secure the important things in life.
    Resource has Fee or Free
    Website
    English

     
  • 56.
    Rich kid smart kid
    Subject: Budgeting, Financial Planning
    Audiences: Students, Adults (Parents)
    Source: Rich kid smart kid
    Rich Kid Smart Kid [RKSK] is the youth initiative of The Rich Dad Company seeking to increase the financial literacy of the next generation of future entrepreneurs. By utilizing games as a means to teach challenging subjects like finance, business and investing, we are training a fresh, new group of business owners and creative thinkers who will become their community´s leaders.
    Free Resource
    Game, Website
    English

     
  • 57.
    RichDad
    Subject: Budgeting, Financial Planning
    Audiences: Adults
    Source: RichDad
    Performs all of the Calculations and Balance Sheet Updates. Allows you to give greater attention to how each deal effects your financial growth. Removes time spent on the physical math of adding and subtracting figures on the paper balance sheet.
    Resource has Fee or Free
    Mobile Applications, Website
    English

     
  • 58.
    Savings Fitness: A Guide to Your Money and Your Financial Future (PDF)
    Subject: Financial Planning, Retirement Planning, Saving
    Audiences: Adults (Employees)
    Source: U.S. Department of Labor
    This publication provides and easy-to-follow method for including retirement savings in your overall financial plan.
    Free Resource
    Publication
    English

     
  • 59.
    Show Me the Future
    Subject: Paying for College (College Planning), Budgeting, Consumer Issues, Financial Planning
    Audiences: Students (Middle School, High School)
    Source: Mapping Your Future
    A financial literacy and life skills game to help students prepare for their futures
    Free Resource
    Game
    English

     
  • 60.
    Spendee
    Subject: Budgeting, Expenses and Reports, Financial Planning
    Audiences: Adults
    Source: Spendee
    Spendee is an awesome new app for managing your personal finances on the go. It gives you the power of unique data analysis in an adaptable environment that automatically and thoroughly analyzes your income and expenses, giving you intelligent advice on how to make the most of your money.
    Resource has Fee or Free
    Multimedia
    English

     

<<1234567>> Oklahoma Money Matters established this clearinghouse of financial literacy resources as a tool to help teachers, professors, educational administrators, practitioners and communities access information and instructional materials to support personal finance education for all ages. The clearinghouse contains publications, curricula and multimedia that address important money management topics such as saving for retirement, building a budget, balancing your checkbook and managing credit. We hope these resources help you make smart financial decisions and/or help you teach someone else how to manage their money successfully.