Interactive Checklists

Financial Planning

Use these lists to help you stay in better financial shape.
  • Buying a Used Car
    This checklist for buying a used car will help you make an informed decision when purchasing a used car from a dealer or private owner.
  • FAFSA Pell Grant, Scholarships, and Student Loan Advice
    This is great advice about how to get the most college grant money possible when completing the FAFSA. This checklist also includes helpful tax information related to grants, scholarships, and student college loans.
  • IRS Tax Deductions
    How many tax deductions do you qualify for? Here is a list of several tax deductions available to the average taxpayer.
  • Save Money in College
    Here are some interesting ways you can save money if you are preparing for college.
  • Saving and Managing Your Money
    This is a list of simple ways to make money, save money, and keep track of your spending.
  • Alternative minimum tax (AMT) calculation if exercising an ISO
    How do you know if you will have to pay AMT? This is important to consider, especially if you plan to exercise and hold Incentive Stock Options (ISOs). Here is a simplified way to determine if you are likely to owe Alternative Minimum Tax.
  • Building Good Credit
    It is important to start building good credit as early as 19-years-old. A credit score can influence loan interest rates, car insurance payment amount, and whether you will be hired for a new job or rent an apartment. Here are some things you can do to help establish good credit and improve your credit score.
  • Making money with rental and real estate property
    Hints about what to do for the best chance of making money when flipping property (buying and then selling property for a profit.)
  • Saving Money Step-By-Step
    If you need to save money, pay back loans or debts, or start living within your means you will need to go through your finances and evaluate each of your needs...step by step.
  • Note: Although these checklists have been carefully prepared by individuals who are experts in the subject, we do not suggest the information be used as a substitute for legal, medical, or financial advice. Always consult a professional who understands your specific situation.