Financial Management Photo
Financial Management

Living WellWe provide research-based information on personal finance topics
to encourage individuals and families to take action to improve their finances.

  • cash flow management
  • credit
  • investing
  • retirement and estate planning

A variety of teaching methods are employed to reach those requesting financial management education, including learn at home material (on-line presentations and short courses, and fact sheets), as well as traditional classroom seminars and multi-session short courses.

On-Line Presentations

Understanding Your Relationship to Money
Duration: 6 minutes, 23 seconds

 

How Are You Doing? A Financial Check-Up
Duration: 10 minutes, 10 seconds

 

Estimates and Tradeoffs: How to Plan For Retirement
Duration: 10 minutes, 34 seconds

 

Online Shopping: What You Need to Know
Duration: 9 minutes, 49 seconds

 

Take An On-Line Course

Investing For Your Future
This 11-unit home study course was developed for beginning investors with small dollar amounts to invest. It begins with the basics: setting goals, investment terms, and finding money to invest, risk and security.

Get Moving, Get HealthyAfter exploring "the basics," the course describes specific types of investments (e.g., stocks and bonds) in detail. You'll begin to understand their characteristics, how they are purchased, and what it costs to purchase each investment. There are also units that focus specifically on tax-advantaged investments and investments that can be purchased with $1,000 or less.

Finally, the course concludes with additional topics of use to investors: available resources, how to select professional financial advisors, and information to help you avoid becoming a victim of investment fraud.

You can choose to read the entire course, in any order that makes sense to you, or select only those topics that are of most interest. The choice is yours.

Register Now

Take A Quiz

What's Your Financial Fitness?
Want to improve your personal finances? Start by taking this quiz to get an idea of how well you've managed your money so far. Choose the score that best describes your current financial management practices.

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Ask An Expert

Do you have a financial question that you'd like a Certified Financial Planner (CFP) to address? Department of Family and Consumer Sciences faculty members are available to answer your questions.

Click here

Regularly Requested Publications

Ways to Live With Less

Ways to Save Money

Financial Tips for Uncertain Times

Worksheets
Spending Plan

Net-Worth Calculation

Retirement Planning
How Much to Save

Strategies for Saving

Other fact sheets and bulletins are available through RCRE publications
or by contacting our office at 609-625-0056.