| Topic | Publication | Source | Year | Pages |
| | P545 Managing Your Money - A Family Plan PDF
P1418 Piecing Together Retirement - Peace of Mind - Can Individual Retirement Accounts Fit into the Puzzle? PDF
P1541 Guidelines for Saving PDF
P1688 Financial Planning for Retirement PDF
P1737 How To Get Out Of Debt PDF
P1738 Managing Money Successfully PDF
P1742 Planning Your Estate Part 1 Where to Begin PDF
P1876 Making Ends Meet PDF
P1877 Credit Control PDF
P1929 Shape Up Your Spending - A Guide for College Students PDF
P2251 Piecing Together Retirement, Peace of Mind -- Taking Distributions From Tax-Deferred Retirement Savings Plans PDF
P2266 Investment Glossary PDF
P2295 Estimating Life Insurance Needs PDF
P2398 Financial Fitness Exercises to Shape Up Your Spending PDF | MS SU | | |
| | Financial Aspects of Premarital Agreements. MT199121HR (2002)
Lending Money to Family Members. MT199323HR (2002)
Remarried Families: Making Financial Decisions. MT199118HR) (2000)
Should Both a Husband and Wife Work Away from Home? MT198902HR (2003)
Talking With Aging Parents About Finances. MT199324HR (2003) | MTSU | | |
| | FE222 Family Money Manager - PDF (86KB)
FE223 Household Inventory - PDF (28KB)
FE241 To Buy or Rent? The Choice - PDF (38KB
HE242 Shopping For a New or Reduced Term Mortgage PDF
FE247 Money in Our Children's Hands - PDF (39KB)
FE256 Working-Is It Worth It? - PDF (60KB)
FE258 Taking charge of Family Finances Saving and Investing Today, For Tomorrow - PDF (94KB)
FE260 Credit-Using It Wisely - PDF (89KB)
FE256 Working-Is It Worth It? - PDF (60KB)
HE274 What To Do When Your Income Drops - PDF (43KB)
FE440 Taking Charge of Family Finances How Much Should We Spend? - PDF (95KB)
FE445 Family Records: What To Keep, Where and for How Long - PDF (31KB)
FE451 What To Look For In A Financial Professional - PDF (38KB)
FE452 Taking Charge of Family Finances: Managing Farm Family Finances - PDF (54KB)
FS577 Making Ends Meet in North Dakota - PDF 122KB
FS591 Financial Values, Attitudes and Goals - PDF (57KB)
FS592 Communicating about Money and Money Issues - PDF (71KB)
FN1329 Healthy, Wealthy and Whys - PDF (670KB) | NDSU | | |
| | Start with Mutual Funds, MM-0001-00 (pdf)
Financial News You Can Use, MM-0002-00 (pdf)
IRA - Individual Retirement Account, MM-0003-02 (pdf)
Retirement Planning, MM-0004-01 (pdf)
Investing in Bonds, MM-0005-01 (pdf)
Investing in Stocks, MM-0006-01 (pdf)
Keeping Track of Spending, MM-0007-02 (pdf)
Household Record-keeping Tips, MM-0008-02 (pdf)
Some Option$ for Re$ourceful Living, MM-0009-02 (pdf)
Net Worth, MM-0010-02 (pdf)
Home Account Book, Bulletin 723 (pdf only)
Self-study course - Manage Your Money.Lesson 1: Getting Started
Lesson 2: Where Does Your Money Go?
Lesson 3: Stop Spending Leaks.
Lesson 4: How Much Credit Can You Afford?
Lesson 5: Develop Your Budget.
Lesson 6: Your Net Worth and Financial Records.
To download the PDF version of the overview for this coursework, click here.
To download the PDF version of the evaluation for this coursework, click here. | OHSU | | |
| | EC 1234 Where Are Your Valuable Papers? (pdf)
EC 1270 Your Saving/Spending Plan (pdf)
EC 1302 Organizing Your Family Records (pdf)
EC 1422 Paying Family Bills (pdf)
FS 313 Estate Planning for Families with Minor Children (pdf)
FS 314 Revocable Living Trusts (pdf)
FS 316-E Stages in Money Management for Stepfamilies (pdf)
FS 317-E When You Marry: Some Financial and Recordkeeping Tasks (pdf)
FS 318-E Premarital Agreements (pdf)
FS 321-E When Friends or Family Ask for Money (pdf)
FS 323-E Considerations When Selecting an Organizational Structure for Your Business (pdf)
FS 324-E Shared Custody: Financial Considerations (pdf)
FS 326-E Modification of Child Support in Oregon (pdf)
FS 330-E Family Financial Planning: Preparing and Using an Income and Expense Statement (pdf)
FS 331-E Family Financial Planning: Preparing and Using a Net Worth Statement (pdf)
FS 332 If You Became Incapacitated, Who Would Make Decisions for You? (pdf)
PNW 344 Helping Older Family Members Handle Finances (pdf) | ORSU | | |
| | CFS-704-1-W When Your Income Drops: Don't Panic - Take Control PDF
CFS-704-2-W When Your Income Drops: Control Stress PDF
CFS-704-3-W When Your Income Drops: Take Stock of Family Resources PDF
CFS-704-4-W When Your Income Drops: Take Stock of Community Resources PDF
CFS-704-5-W When Your Income Drops: Set Priorities for Spending PDF
CFS-704-6-W When Your Income Drops: Plan to Pay Creditors and Protect Family Welfare PDF
CFS-704-7-W When Your Income Drops: Keep a Roof Overhead PDF
CFS-704-8-W When Your Income Drops: Meeting Insurance Needs PDF
CFS-704-9-W When Your Income Drops: Sharpen Your Survival Skills PDF | Purdue | | |
| | FSHEC14 How Good Is Your Financial Health?
FSHEC49 Preparing Family Net Worth and Income Statements
FSHEC67 Managing Financial Losses From a Natural Disaster
FSHEC94 Helping Others Arrange Their Finances Series: Informal Arrangements
FSHEC95 Helping Others Arrange Their Finances Series: Formal Arrangements
FSHEC116 Achieving Financial Goals
FSHEI48 Be in Control of Your Finances | U AR | | |
| | Family Financial Management -- Interventions Following a Disaster (2005) (3 pp.) PDF Version 82 kb
Family Financial Management -- Planning for the Future (2005) (3 pp.) PDF Version 84 kb | U AZ | | |
| | 3002 Home-Base Business: Ration Analysis
3003 Home-Base Business: Financial Statements
3004 Home-Base Business: Records
3014 Home-Base Business: Taxes and Permits | U ME | | |
| | Tools for Money Management: Net Worth Statement Instructions (SP612-A)
Tools for Money Management: Net Worth Statement (SP612-B)
Tools for Money Management: Saving-Spending Plan Instructions (SP613-A)
Tools for Money Management: Saving-Spending Plan (SP613-B)
Talking About Money and Setting Money Goals (PB1646)
Your Will is Important (PB805)
Setting and Achieving Financial Goals (PB1454)
Getting on Financial Track (PB1559)
Turning Personal Resources Into Income (PB1662)
Finding a Home to Rent That You Can Afford (SP582) | U TN | | |
| | Cash Leasing Cropland | U NE | 2000 | 4 |
| | Couples Talk About Money | U VT | 2002 | 4 |
| Credit | | | | |
| | P2372 Credit Scoring PDF
P2399 Credit: American Dream or Nightmare? PDF | MS SU | | |
| | Payday Loans-Laws Protecting Montana Borrowers. MT200102HR (2002)
Rent-to-Own Contracts. MT199812HR (1999)
Selecting a Credit Card. MT199802HR (2004) | MTSU | | |
| | FE260 Credit-Using It Wisely - PDF (89KB) | NDSU | | |
| | CFS-710-W To Your Credit: Fact Sheet 1 - Choosing the Best Credit Card PDF
CFS-711-W To Your Credit: Fact Sheet 2 - Choosing the Best Interest Rate PDF
CFS-712-W To Your Credit: Fact Sheet 3 - Deciding How Many Credit Cards You Need PDF
CFS-713-W To Your Credit: Fact Sheet 4 - Deciding How Much Credit Is Too Much PDF
CFS-714-W To Your Credit: Fact Sheet 5 - Getting Rid of Credit Card Debt PDF
CFS-715-W To Your Credit: Fact Sheet 6 - Protecting Your Credit Information PDF
CFS-716-W To Your Credit: Fact Sheet 7 - Checking Your Credit Report PDF
CFS-717-W To Your Credit: Fact Sheet 8 - Controlling Your Holiday Credit Use PDF
CFS-718-W To Your Credit: Fact Sheet 9 - Fixing a Poor Credit Rating PDF
CFS-719-W To Your Credit: Fact Sheet 10 - Understanding the Updated Fair Credit Reporting Act PDF | Purdue | | |
| | FSHEC41 Managing Credit | U AR | | |
| | ABM-01141 Working With Your Farm Lender | U AK | | |
| | Credit and Identity, Protection | U NE | 2004 | 4 |
| | Fixing Mistakes on your Credit Report | UT SU | 2002 | 4 |
| | Credit Report Challenge, Transunion | Transunion | ? | 2 |
| Estate Planning | | | | |
| | Accessing a Deceased Person's Financial Accounts. MT200301 (2005)
Annuities. MT199213HR (2005)
Cremation. MT200201HR (2002)
Custodial Accounts for Kids Under Age 21. MT199910HR (2005)
Designating Beneficiaries through Contractual Arrangements. MT199901HR (2003)
Dying Without a Written Will in Montana: Who Receives Your Property? MT198908HR (2004)
Estate Planning for Families with Minor Children. MT199117HR (2005)
Federal Estate Tax: MT199104HR (2002)
Getting Started with Estate Planning: MT199508HR (2005)
Gifting: A Property Transfer Tool of Estate Planning: MT199105HR (2002)
Glossary of Estate Planning Terms. MT200202HR (2002)
Inheriting an IRA: Planning techniques for primary beneficiaries. MT200310HR (2003)
Inheriting an IRA: Planning techniques for successor beneficiaries. MT200311HR (2003)
Letter of Last Instructions. MT198904HR (2005)
Life Estate: A Useful Estate Planning Tool. MT200510 (2005)
Life Insurance: An Estate Planning Tool. MT199211 (2005)
Montana Rights of the Terminally Ill Act. MT199202HR (2004)
Non-Probate Transfers. MT199509HR (2003)
Personal Representatives. MT199008HR (2005)
Power of Attorney. MT199001HR (2005)
Probate. MT199006HR (2005)
Property Ownership. MT198907HR (2003)
Revocable Living Trusts. MT199612HR (2002)
Selecting an Organizational Structure for Your Business. MT199708HR (1998)
Transferring Farm or Ranch Property to the Next Generation Through a QTIP Trust MT200508HR (2005)
Using a Bypass Trust to Provide for Children from Prior Marriage MT200509
Who Gets Grandma's Yellow Pie Plate? Transferring Non-Titled Property. MT199701HR (2003)
Wills. MT198906HR (2005) | MTSU | | |
| | EB No.44 Home-Based Business...Is it For Me? - PDF (1326KB)
FE551 Estate Planning in North Dakota: The Basics Part 1: Getting Started - PDF (67KB)
FE553 Estate Planning in North Dakota: The Basics Part 3: Wills and Probate - PDF (77KB)
FE554 Estate Planning in North Dakota: The Basics Part 4: Trusts - PDF (185KB)
FE555 Estate Planning in North Dakota: The Basics Part 5: Gifts, Life Insurance and Annuities - PDF (61KB) | NDSU | | |
| | Background and Basics (pdf)
Retirement Planning and Medical Insurance (pdf)
Property Ownership (pdf)
Wills, Trusts, Powers of Attorney, and Related Information (pdf)
40 Estate Planning Tools (pdf)
Gift Taxes, Ohio and Federal (pdf)
Income Tax Considerations (pdf)
Business Organization Forms (pdf)
Ohio and Federal Estate Settlement Costs (pdf)
Sample Estate Tax Calculations and an Illustration of Potential Savings from a Simple Estate Plan (pdf)
Blank Forms to Analyze Your Own Estate Settlement Costs (pdf) | OHSU | | |
| | FSHEC36 Getting Started on an Estate Plan
FSHEC100 Estate Planning Defined | U AR | | |
| Financial Mgt | | | | |
| | Using a Check Register to Track Your Expenses. MT198703HR (2002)
Developing a Spending Plan. MT199703HR (2004)
Helping Friends Cope with Financial Crisis. MT200206HR (2002)
Managing a Seasonal Income for Family Living Expenses MT199110HR (1996)
Schedule of Non-Monthly Family Living Expenses. MT198910HR (2003)
Using a Homestead Declaration to Protect Your Home from Creditors. MT199815HR (2005)
What to Do When You Lose Your Job. MT199702HR (2004) | MTSU | | |
| | Financing Small Scale Farms | Penn SU | 1995 | 6 |
| Futures | | | | |
| | Fertilizer | U NE | 2004 | 2 |
| Insurance | | | | |
| | Life Insurance | U HI | 1999 | 1 |
| | Livestock Risk Protection | U NE | 2003 | 2 |
| | MP336 Insurance Series: Choosing the Right Life Insurance
FSHEC68 Insurance Series: Disability Income Insurance
FSHEC77 Insurance Series: Managing Risk
FSHEC98 Insurance Series: Long-Term Care Insurance | U AR | | |
| | Long Term Loan Repayment Methods | CO SU | 1998 | 4 |
| | Marketing Strategies, Pre-harvest Soybean | U NE | 2000 | 4 |
| | Learn Quicken 8.0 | UT SU | 1995 | 10 |
| | Retirement Planning | U NV | 2001 | 4 |
| | Setting Credit Limits | U VT | 2002 | 6 |
| Investing | | | | |
| | Investing in Certificates of Deposit. MT19980HR (2002)
Montana First-time Home Buyers Savings Accounts. MT199918HR (2004)
Montana Medical Care Savings Accounts. MT199817HR (2005)
Track'n Your Savings Goals. MT200303HR (2004) | MTSU | | |
| | FE258 Taking charge of Family Finances Saving and Investing Today, For Tomorrow - PDF (94KB)
FE451 What to Look For In a Financial Professional - PDF (79KB)
FS577 Making Ends Meet in North Dakota - PDF (122KB)
FS591 Financial Values, Attitudes and Goals - PDF (57KB)
FS592 Communicating about Money and Money Issues - PDF (71KB)
FE597 Using U.S. Savings Bonds to Reach Financial Goals - PDF (147KB)
FE605 Understanding Stocks and the Stock Market - PDF (113KB)
FE606 Mutual Fundamentals - PDF (118KB) | NDSU | | |
| | FSHEC21 Investing - Bonds
FSHEC20 Investing - Stocks
FSHEC22 Investing In Mutual Funds - The Basics | U AR | | |
| Job Search | | | | |
| | EC 1391-E Managing Between Jobs: Setting Spending Priorities (pdf)
EC 1392-E Managing Between Jobs: Strategies for Spending Less (pdf)
EC 1393-E Managing Between Jobs: Deciding Which Bills to Pay First (pdf)
EC 1394-E Managing Between Jobs: Talking with Creditors (pdf)
EC 1395-E Managing Between Jobs: Keeping a Roof Overhead (pdf)
EC 1396-E Managing Between Jobs: Bartering (pdf)
EC 1397-E Managing Between Jobs: Making the Most of What You Have (pdf)
EC 1398-E Managing Between Jobs: Accepting Your Feelings (pdf)
EC 1399-E Managing Between Jobs: Living Better with Stress (pdf)
EC 1400-E Managing Between Jobs: Identifying Sources of Support and Friendship (pdf)
EC 1401-E Managing Between Jobs: How You Can Help When Your Mom or Dad Is Unemployed (pdf)
EC 1402-E Managing Between Jobs: Deciding If Teens Should Work (pdf)
EC 1403-E Managing Between Jobs: Helping Children Cope (pdf) | OR SU | | |
| | FSHEC102 Skills for Employment Series: Assessing Job Skills
FSHEC103 Skills for Employment Series: The Job Search
FSHEC119 Going to Work Series: Choosing a New Direction - Making a Career Change
FSHEC121 Going to Work Series: How to Get a Job - Being the Best You Can Be
FSHEC125 Going to Work Series: How to Get a Job - Changing Jobs? Looking for a Job?
FSHEC123 Going to Work Series: How to Get a Job - Filling Out an Application
FSHEC120 Going to Work Series: How to Get a Job - How Do I Look?
FSHEC122 Going to Work Series: How to Get a Job - Understanding Work Schedules
FSHEC124 Going to Work Series: How to Get a Job - What Jobs Are Available?
FSHEC126 Going to Work Series: Keeping a Job - Getting Along With People on the Job
FSHEC129 Going to Work Series: Keeping a Job - Meeting the Public
FSHEC127 Going to Work Series: Keeping a Job - So You Got the Job, Now What?
FSHEC128 Going to Work Series: Keeping a Job - Work Relationships
FSHEC105 Going to Work Series: The Job Interview | U AR | | |
| | Finding Work: Job Discovery (SP461-A)
Finding Work: Career Change (SP461-B)
Finding Work: Preparing a Resume (SP461-C)
Finding Work: Job Openings (SP461-D)
Finding Work: Applying for a Job (SP461-E)
Finding Work: Job Interview (SP461-F)
Finding Work: Dressing for the Job (SP461-G)
Finding Work: Surviving the Job (SP461-H) | U TN | | |
| Living Trust | | | | |
| | FSHEC78 Revocable Living Trust | U AR | | |
| Record Keeping | | | | |
| | Replacing Those VIPs (Very Important Papers). MT199513HR (2005)
Your Important Papers: What to Keep and Where MT199611HR (2004) | MTSU | | |
| Resource Management | | | | |
| | FRM-00292 Tax Considerations for Volunteers
FRM-00390 Organizing Your Home Business Center
FRM-00391 The Temporary Home Filing System
FRM-00392 The Permanent Home Filing System
FRM-00393 Valuable Papers Checklist
FRM-00394 Valuable Papers Inventory
FRM-00395 Taking a Household Inventory With a Camera
FRM-00397 Replacing Valuable Papers
FRM-00493 When Bills Aren't Paid | U AK | | |
| Retiring | | | | |
| | Estimating the Amount to Save for Retirement. MT198905HR (2003)
Individual Retirement Accounts (IRAs). MT199807HR (2002)
Shopping for Individual Retirement Accounts (IRAs). MT200207HR (2002)
Withdrawals from IRAs when the owner is under age 59 1/2. MT 200308HR (2003)
Withdrawals from IRAs when owner is between age 59 1/2 and 70 1/2 and when owner turns 70 1/2. MT200309HR (2003) | MTSU | | |
| | CFS-685-W Financial Planning For Retirement Workbook PDF | Purdue | | |
| Stocks (some large files) | | | | |
| | P2273 Mutual Fund Investing PDF | MS SU | | |
| | 9 Ways to Improve your Trading Results | E-Book | ? | 2 |
| | Encyclopedia of Trading Strategies | E-Book | ? | 386 |
| | How to buy Stocks | | 1983 | .TXT |
| | Insiders Guide | E-Book | 2001 | 92 |
Wills | | | | |
| | FSHEC47 What Is a Will?
Living Wills | U AR | | |
