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Personal Financial Planning

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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INSURANCE
Auto
Disability
Homeowner's
Long Term Health Care
Medical
Mortgage
Renter's
Term Life Insurance
Travel Insurance

...
SAVINGS
Treasury Bill, Note, Bond
I-Bond / EE-Bond
Certificate of Deposit
Money Market Account
Savings Account
Whole Life Insurance
Checking Account
Money under the Mattress

...
INVESTING
Stocks
owndership in a corporation
Individual Stocks
Stock Mutual Funds

Corporate Bonds
loan to a corporation
Individual Bonds
Bond Mutual Funds
...
SPECULATION
anything you don't understand
gambling, gold, commmodiites, volatile stocks