Bogleheads® personal finance planning start-up kit

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

 * Emergency fund
 * Household budgeting
 * Paying down loans versus investing
 * Owning versus Renting a Home
 * Tax basics
 * Charity selection links
 * Donating appreciated securities
 * Estate Planning
 * Asset Protection

Insurance

 * Insurance
 * Medicare
 * High deductible health plan
 * Health Savings Account
 * Flexible Spending Account

College savings

 * 529 plans
 * 529 plans indexed options
 * Education Savings Accounts