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Fundamentals of Financial Planning -
This online
course was developed for consumers by Florida State University. Covers
cash management, tax planning, insurance, investment planning,
retirement planning, and estate planning. Includes tutorials,
worksheets, and quizzes; this is a complete introductory course and
well worth your investment in time. |
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Bankrate.com's "Safe & SoundSM"
ratings -
Safe & SoundSM is Bankrate.com's
proprietary, analytical product that assesses the financial
condition of banks, thrifts and credit unions. If you're about to
put money in a CD with a too-good-to-be-true interest rate and
you're getting a little nervous, use this tool to check out the
bank's financial strength. |
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Project Moneysmart - This great site
was created by the Chicago Federal Reserve Bank
to help consumers make smarter financial decisions.
Includes articles on Spending Money, Using Credit
Wisely, Mortgages, Financial Institutions (What
You Should Know About Internet Banking),
and more. Also online tools for creating a budget
and setting financial goals. |
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Nolo.com's Auto Insurance FAQ
This is a great resource, covering a wide range of "frequently
asked questions" about auto insurance; everything from "what is
liability insurance?" to "what is uninsured motorist coverage?"
and "how can I cut my rates?" A little education can go a
long way when it comes to this crucial piece of your personal risk
management program. |
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SavingforCollege.com is devoted exclusively to the
still-relatively-new Section 529 college savings plans. Here
you'll find articles explaining what they are and how best to use
them. The site is notable for a database that lists the key
features of all state plans and includes a 1 to 5 "cap" (as in
mortarboard) rating system. |
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| Investing
For Your Future -- This is an Internet-delivered
home study course designed and managed by Rutgers University. The
course assumes no prior knowledge of investing and is aimed at
individuals who may only have small amounts to invest. Also a good
refresher for those who've invested before. |
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| Crash
Course in Wills & Trusts - Michael T. Palermo has
put together this excellent introduction to basic estate planning.
Topics include: the probate process, trust basics, comparing
living trusts and wills, and specialized trust and estate planning
tools. This site serves equally well as a good first introduction
or a refresher course. |
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Introduction
to Investments
by Prof. William Goetzmann
This excellent online textbook covers all of the key elements of
Modern Portfolio Theory and represents a first-class introduction to
the subject for anyone who aspires to a deeper understanding of this
important topic. |
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Morningstar.com
Fund news, commentary, graphs, and "Quicktake
Fund Reports" that are more complete than
their name would suggest. The news, commentary,
and analysis are surprisingly good considering
this site is still free. |
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Bill
Sharpe's Home Page
One of the fathers of Modern Portfolio Theory, Dr. William Sharpe of
Stanford offers an online investment text, library of articles,
data, and calculators. Note: the calculators, written in Javascript,
work only on Netscape Navigator 3.0 or MS Internet Explorer 4.0. |
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Virtual
Finance Library
This is a fantastic collection of links to sites
devoted to finance and economics. The site,
maintained by Ohio State University, is organized
into categories for investors, researchers,
educators, and students. The best link
collection on the net for finance and economics. |
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