May 23, 2013
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Improving Your Finances Resource Center 30 Minute Solutions
Personal Finances General Investing Investing for Retirement Investing in Retirement Investing for College
Christine Benz
Welcome to Morningstar's 30-Minute Money Solutions Center, a complimentary, online supplement to Morningstar's newly published 30-Minute Money Solutions book. Our online resource center expands on the ideas and practices put forth in 30-Minute Money Solutions to help you achieve your financial goals one step at a time. We've compiled the 30-Minute worksheets, Morningstar personal finance articles and videos and links to some of our favorite financial management tools all in one convenient location.

Go to:
Personal Finance
General Investing
Investing for Retirement
Investing in Retirement
Investing for College

Personal Finances
Worksheets
Net Worth Worksheet 1.1
Summarizing your assets and liabilities and the first step in any financial plan.
Personal Cash-Flow Statement 2.1
Your cash-flow statement captures how you use your money on an ongoing basis.
Goal Planning Worksheet 3.1
By quantifying your goals, you anchor them in reality.
Budget Worksheet 4.1
The key point about a budget is that it helps ensure that your spending syncs up with your priorities.
Save, Shred or Recycle 6.1
Help you to create a filing system to get you organized.
Master Directory 7.1
A valuable central repository for all of your salient financial information, including account numbers, URLs, passwords, financial advisors, and phone numbers.
Expected Return 8.1
Determine whether to pay down debt or to invest.
Articles
How to Protect Yourself from Identity Theft
A comprehensive strategy for safeguarding your identity, whether you're at home, online or out and about.
Make the Most of Your Employee Benefits Package
Review the factors to pay attention to when signing up for benefits next year.
Key Estate Planning Terminology & Estate Planning Directory
Estate planning isn't complicated. Still it helps to have a familiarity with some of the key terms.
When it Pays to Hire a Financial Professional
Four situations when do-it-yourselfers can be penny-wise and pound-foolish.
Do You Have a Job Loss Safety Net?
Be pre-emptive if you're concerned about job security.
Tools
Morningstar Instant X-Ray
At a glance, understand the basic characteristics of your portfolio including its asset allocation, exposure to different investment styles, geographic regions, and sectors. Plus, easily analyze how well your holdings and expenses are adding up to meet your financial goals.
Morningstar Portfolio Manager
Look deeper into what you own, track your performance, and understand your portfolio's strengths and weaknesses.
Video
Pay Off Debt or Invest?
   
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