Bogleheads® personal finance planning start-up kit

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Welcome to the Bogleheads® personal finance planning start-up kit!

This kit includes financial topics that are not specifically related to investing or retirement planning. The personal finance pages include topics such as budgeting, loan management, insurance, charitable contributions, and tax basics. This kit concludes with pages dealing with important planning issues regarding protecting ones assets. Pages dealing with college savings plans are also included here.

Tip: Open links in a new browser tab. It will help you keep track of where you started from as you surf through these pages. Adding bookmarks will also work.

Personal finance

Insurance

College savings