Take Control of Your Money

The Online Money Management Workbook

The best way to get started is at the beginning with section I. Then once you're organized and you've sized up your current financial situation, you'll be ready to take control of your money and plan for the future.

I  Five Steps to Start Taking Control of Your Money
Get organized, size up your current financial situation, see where your money is going, and make a saving and spending plan for the future.

II  Five Steps to Taking Charge of Your Debt
Get a handle on your debt, make a plan for the best way to pay off your loans, find out what's in your credit reports, and learn how to borrow smart.

III  Five Steps to Evaluating Your Insurance Coverage
Learn the basics about health, disability, life, homeowners, and vehicle insurance, and figure out how much and what types best suit your needs.

IV  Five Steps to Planning Your Retirement
Check out your expected Social Security and pension benefits, estimate how much you need to save for a comfortable retirement, and learn how to make the most of your retirement investments.

V  Five Steps to Planning for your Child's College Education
Estimate how much college will cost, calculate how much you need to save, learn the best ways to save and invest, and get the facts on financial aid.