Part 1. Foundations of financial planning

Understanding the financial planning process

Using financial statements and budgets

Preparing your taxes

Part 2. Managing basic assets

Managing your cash and savings

Making automobile and housing decisions

Part 3. Managing credit

Using credit

Using consumer loans

Part 4. Managing insurance needs

Insuring your life

Insuring your health

Protecting your property

Part 5. Managing investments

Investment planning

Investing in stocks and bonds

Investing in mutual funds, ETFs, and real estate

Part 6. Retirement and estate planning

Planning for your retirement

Preserving your estate.