Personal Finance Is Live: Volume V of the Finance Education Series

Volume V, Personal Finance, is live today, and it completes the Finance Education Series: five volumes that run from the global economy all the way down to one household’s money. Volumes I to III mapped the system and the practitioner’s toolkit, and Volume IV turned the lens on the profession. This one turns it inward.

It follows the mechanics of a household’s money in the same rigorous, no-shortcuts style, from a first paycheck to a final estate plan: cash flow and banking, credit and debt, student loans, housing and mortgages, benefits and retirement accounts, investing, insurance, taxes, retirement planning, major life events and estate planning, with a full stitch that pulls it together and a closing section of checklists and a register of every figure that will change. Ninety-three articles in fifteen parts, free to read in full on FinoLib. It is education, not personal financial, tax or legal advice.