Introduction to Personal Financial Management

Last updated on Apr 26, 2023

Sections of this topic

Introduction to Personal Financial Management

Obviously, financial management is a critical function in organizations.
Successful leadership and management of others requires successful
leadership and management of oneself. Financial management is
a critical function in self-management.

Sections in This Topic Include

Basics of Personal Financial Planning
Evaluating Your Personal Financial Situation
Budgeting
Insurance Planning
Savings
Consumer Credit and Debts
Investing
Tax Planning
Retirement Planning
Estate Planning
Estimating Your Net Worth

General Resources

Also consider
Personal
Development
Personal
Productivity
Related Library Topics

Learn More in the Library’s Blogs Related to Personal Financial Management

In addition to the articles on this current page, see the following blogs which
have posts related to Personal Financial Management. Scan down the blog’s page
to see various posts. Also see the section “Recent Blog Posts” in
the sidebar of the blog or click on “next” near the bottom of a post
in the blog.

Library’s
Coaching Blog
Library’s
Human Resources Blog
Library’s
Spirituality Blog

Basics of Personal Financial Planning

Understanding
and Controlling Your Finances — The Basics
Understanding
and Controlling Your Finances — Incentives
Understanding
and Controlling Your Finances — Understanding Your Current Position
Understanding
and Controlling Your Finances — Gaining Control
Understanding
and Controlling Your Finances — Balanced Financial Life

Personal Financial Resources (geared toward investment
planning, but addresses basic questions)
DollarTimes:
Financial budget calculators useful for personal finance
Financial
Dictionary contains articles about the most popular and commonly
used financial terms
The Power and Meaning of Money

Evaluating Your Personal Financial
Situation

Financial Fitness Test
Financial
Fitness as Physical Fitness!
Financial Fitness Test

Budgeting

How to Make a Budget and Stick to It
Budgeting
Tips
Budgeting 101 (free online course)

Insurance Planning

(disability, medical, life insurance, auto, home)

Basics and Planning

Auto
Insurance Basics
Home Insurance Basics
– – – Frequently Asked Questions
Disability
Insurance
Top 25 Health Insurance Companies

Savings

66 Ways to Save Money
75 Painless Money-Saving Tips
free newsletter with many ideas

Consumer Credit and Debts

Money: 9 Tips to Avoid Overspending
Rebuilding Credit FAQ
Loans
— Getting

Investing

Investing 101
Frequently
Asked Investment Questions
Glossary of
Financial Terms
101 Ways to Save Money

Tax Planning

Tax
Planning Guide
Start Planning Now for Next Year’s Taxes
Tax Planning Basics

Retirement Planning

Retirement Planning Basics
another
view of retirement planning
11 Retirement Realities You Need to Know

Estate Planning

Estate Planning Basics
Estate
Planning — An Introduction
Estate Planning Forms

Estimating Your Net Worth

Net
Worth Calculator
How Much Are You Worth?

General Resources

Massive Personal Finance Resource List
Financial
Planning Toolkit
MoneyRates.com
List of Articles
Tools & Financial Calculators

For the Category of Personal Wellness:

To round out your knowledge of this Library topic, you may
want to review some related topics, available from the link below.
Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been
selected for their relevance and highly practical nature.

An In Depth Guide To Creative Professional Email Address Ideas With Examples

Having a professional email address is essential for establishing a strong online presence. Whether you’re looking for a job, working independently, or running a business, a carefully crafted email address can make a lasting impression on potential clients, employers, or partners. However, creating a professional email address that reflects your identity and appears trustworthy can …

19 Fast and Easy Ways to Get a Free Domain Name in 2023

A domain name is important for website owners and is more than a technical phrase in the wide internet environment. A domain name functions as a virtual address and is essential for creating a unique online identity. Every website owner needs a domain name in 2023 because it provides authority, professionalism, and brand awareness. The …

6 Best PR Software Tools in 2023

Any business or organization that cares about managing its brand identity and controlling the narrative surrounding its products or services must have an excellent public relations (PR) strategy. PR software houses tools built with one primary focus: to assist organizations in distributing information, handling media relations, responding to queries, or anything that affects how the …

4 Best Supply Chain Planning Software in 2023

Supply chain planning software has become essential for firms looking to improve their supply chain operations. It requires sophisticated software tools to organize, coordinate, and manage the many processes involved in manufacturing, transporting, and delivering products and services. With the rising complexity of supply chains, organizations demand sophisticated software that can give accurate predictions, real-time …

4 Best AML Software in 2023

AML, or Anti-money laundering software, was developed to help companies weed out suspicious or fraudulent financial activities. Companies and individuals carry out financial transactions every second, daily, and stand the risk of being victims of financial crimes. Although there are AML regulations in place, it will be challenging to go through its numerous steps without …

6 Best Fraud Detection Software in 2023

Fraud has become a constant threat to businesses of all sizes. This is why businesses must have robust fraud detection software. Fraud detection software helps identify and prevent businesses from falling prey to fraud. This is achieved by using advanced methods to analyze data and detect suspicious patterns or behaviors. Fraud detection software can help …

4 Best Competitive Intelligence Software in 2023

The business environment has continuously changed over the years with the introduction of digital tools. Digital tools in the form of competitive intelligence software, help businesses in keeping track of competition. Competitive intelligence software gives businesses insight into the strategies of their competitors. Competitive intelligence software is a digital tool that helps businesses gather, analyze, …

8 Best Payment Processing Software in 2023

In today’s digital world, payment software plays an important role in helping businesses and customers make safe and smooth transactions. Good payment software allows businesses to accept various payment methods. It also keeps transactions secure by using strong data protection and following industry rules. When choosing payment software, look for features like strong security and …

4 Best Sales Coaching Software in 2023

Sales coaching is an integral part of every successful sales team. It assists team members in developing skills, increasing productivity, and eventually meeting their sales targets. Coaching, on the other hand, may be time-consuming and difficult for sales managers, particularly in big teams. Fortunately, as technology advances, software solutions can help sales managers efficiently train …

The Benefits and Key Features of Workflow Management Software

In today’s rapidly evolving business landscape, the rise of remote work has ushered in a new era of flexibility and productivity. However, it has also brought forth a unique set of challenges for organizations striving to manage knowledge effectively. With teams dispersed across different locations, collaboration and coordination become more complex, leading to potential bottlenecks, …

How Sales Enablement Software Can Revolutionize Your Sales Strategy

Sales enablement software helps sales teams to organize their sales, improve workflows, and close deals faster. As any sales professional knows, closing deals is always challenging. These challenges can be following the latest trends in the market or managing interactions with several clients simultaneously. Sales enablement software can help brands passionate about empowering their sales …

4 Best Predictive Analytics Software in 2023

Predictive analytics software is a powerful tool for forecasting future outcomes. It uses data mining, statistical algorithms, and machine learning techniques. It helps businesses make informed decisions by analyzing data patterns and generating accurate predictions. In 2023, it’s increasingly important for gaining a competitive edge. With advanced analytics, organizations optimize operations, enhance customer experiences, and …

The Ultimate Guide to Invoice Software for Small Businesses

Invoicing software can benefit small businesses by improving inventory accuracy, reducing carrying costs, and enhancing order fulfillment. In this blog post, we’ll review some of the best options on the market and provide real-life examples of small businesses that have seen significant improvements in their operations after implementing inventory management software. Top Invoice Software Options …

Payroll

The Role of Knowledge Management Software in Remote Work Environments

Knowledge management software provides a centralized information-sharing, collaboration, and communication platform to help remote teams stay connected and engaged. Remote work environments pose unique challenges to organizations regarding knowledge management. The lack of interaction and physical proximity can hinder communication and collaboration. This makes it difficult to capture and share knowledge effectively. That is why …

4 Best Sales Training Software in 2023

Sales is an integral part of any business. Therefore there is a need for businesses to have the best sales strategy. A sales training software is an online tool or platform built to provide training and development through relevant resources to sales professionals. If you are looking for the best Sales Training Software? Check out …

Sales Technology