Personal Finance

Programs:

• The Financial Aspects of Health
• The High School Financial Planning Program (HSFPP)
• Investing For Your Future (home study course)
• Money 2000 and Beyond
• Rutgers University Financial Independence Training (RU-FIT)
  
  

Assessment Tools:

• Financial Fitness Quiz
• Identity Theft Risk Assessment Quiz
• Investment Risk Tolerance Quiz
• Personal Resiliency Resources Assessment Quiz
  
  

Microsoft Excel Financial Templates:

• Asset Allocation Spreadsheet
• Asset Allocation Spreadsheet With Pie Chart
• Net Worth Calculation Spreadsheet
• Spending Plan Worksheet

Resources:

• America Saves Enrollment Form (171k PDF)
• Ask the CFPs
• ATM/Credit Card/Cash Tracker (98k PDF)
• Beneficiary and Personal Representative Designations Worksheet (19k PDF)
• Credit File Request Form (41k PDF)
• Financial Fitness Calendar
• Financial Goal-Setting Worksheet (7k PDF)
• Financing Long Term Care: A Resource Center for Families (University of Minnesota)
• Financial Management & Investing Presentations
• Financial Management & Investing Publications
• Financial Management Links
• Financial Planning and Investing Glossary
• Financial Resource Management Advisory Committee
• Getting a Handle on Spending
• Guidebook to Help Late Savers Prepare for Retirement
• Identity Theft Victim Checklist
• Investment Risk and Return Characteristics
• Money 2000 Press Room
• Money... What Young Adults Need to Know (NJ Coalition for Financial Education) (1.4MB PDF)
• Natural Disasters and Emergencies
• Net-Worth Calculation Worksheet (8k PDF)
• Personal Finance (from eXtension)
• A Record of Important Family Papers (205k PDF)
• Retirement Plan Uniform Distribution Table
• Spending Plan Worksheet (15k PDF)
• Tax Information
• What Older Adults Need to Know About Money
  (NJ Coalition For Financial Education) (3.8MB PDF)
  • 2008 Update (62k PDF)