Financial Planning Toolkit - The Financial Planning Toolkit was established by CCH Incorporated, one of the leading providers of business, legal and tax information software in the United States. The Financial Planning Toolkit is an easy-to-use and helpful financial planning and management guide. Its content includes modules on investing, taxes, insurance, retirement, and estate planning. The site offers planning guides and tips, planning tools, and a wide selection of financial calculators.
Financial Planning Toolkit Site Navigation Tips
In viewing the Financial Planning Toolkit’s site, Moneysmartz recommends the following links to help you to get the most out of the site:
- Planning Guide: An overview of personal finance including financial planning, risk management, investing, tax planning, and more.
- Financial Calculators: A list of calculators for effective financial evaluation and management. Calculators can be used for mortgage, tax, insurance, loans, etc.
- Planning Tools: A list of helpful financial management tools.
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