Money
Personal Finance Resources
Resources from Money Mondays session 1: Spending and budgeting
Hosted by Nicole Katav, Financial Planner at Northwestern Mutual
- Nicole Katav’s biography and contact information
- Monthly Budget Template
- Financial Fitness Worksheet (How financially fit are you?)
- Saving By Design (Short, medium, and long term financial goals)
- Credit Karma (Check your credit score)
- Social Security Income Estimator
- Investor Profile Questionnaire (think about your objectives and risk tolerance)
Resources from Money Mondays session 2: Taxes
Hosted by Tom Osborne, Director of Tax Reporting at TradeStation Securities
Resources from Money Mondays session 3: Saving and Investing
Hosted by Peter Ryan, Principal, and Austen Sandoval, Analyst, from Blackstone
- Saving And Investing presentation
- Mint.com (Track financial accounts and spending in one place)
- Barrons.com (Great weekly magazine for investing)
- Etrade.com, tdameritrade.com, robinhood.com (Brokerage services)
- Vanguard.com (recommended low-cost, diversified ETF provider)
Resources from Money Mondays session 4: Borrowing and Credit
Hosted by Peter Ryan, Principal; Arjun Kapoor, Tactical Operations; Sophie Garret, Analyst; and Sahil Shah, Assistant Vice President from Blackstone
Compare credit cards
Secured versus unsecured cards
If you have no credit history, some creditors may as for an amount of money to “secure” your credit. For example, you may have to give your bank $1,000 to get a credit card with them. This money is just in case you cannot pay the bank back for purchases made with the credit card.
