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University of Rhode Island Center for Personal Financial Education

 

 

Center for Personal Financial Education > Consumers

Factsheets and Worksheets

Factsheets and worksheets covering an extensive range of personal finance topics are available for free download below.

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Effective Strategies for Personal Money Management

This factsheet with accompanying worksheet - Spending and Saving Planner - covers basic concepts of money management and financial planning.
pdf

Excel spreadsheet version of the Spending and Saving Planner.
 

xls
   
Spending Tomorrow's Money Today

This factsheet provides an overview of using credit, including how to recognize if you are in credit crisis and steps to take to regain control.
 
pdf
   
Protecting Financial Security

This short factsheet introduces some basic concepts related to risk management.
 
pdf
   
Buying Your First Home

This extensive factsheet with accompanying worksheets helps you make decisions related to buying a home. It covers the decision to buy or rent and examines the financial aspects of buying a home.

 

pdf
   
Should I Buy or Lease My Next Car?

A factsheet with accompanying worksheet designed to help you make the choice between buying and leasing a car.
pdf
Excel spreadsheet version of the worksheet.
 
xls
   
Investing Basics

A series of worksheets that help you plan and understand your investments.

 

pdf
   
Saving for College

This factsheet discusses strategies for saving for college, criteria to use when to deciding on a savings vehicle and six ways to save for a college education.
 
pdf
   
Financial Matters for Later Life

This extensive factsheet with accompanying worksheets helps families (later life adults and their children) plan for the financial issues that arise during later life.

 

pdf

 

 

 
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of Rhode Island
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For more information, contact:
URI Center for Personal Financial Education
Transition Center, 2 Lower College Road, Kingston, RI 02881

Phone: 401-874-7436, Fax: 401-874-4020
E-mail: cpfe@gettingfiscallyfit.org

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