Self Improvement

Financial Planning Resources

“It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki

Financial planning is the process of determining ways to earn, save, and spend money. Through it, you can also determine the amount you need to earn, invest, and spend. It can provide you direction and discipline with the way you use your money. It can help you achieve your financial goals or life goals such as purchasing a house, getting a child education fund, or simply having sufficient resources or investments when you retire from work.

If you need some advice on managing your finances, you can begin with reading online blogs.

Financial Planning Blogs

The Reformed Broker

This site is owned by Joshua M. Brown. He is a New York City-based financial advisor. The Reformed Broker started in 2008 and eventually became one of the most read sites about financial planning. You can read in this blog topics about market, politics, economics, culture, and finance. What’s unique about it is that Joshua does not write topics giving out financial advice or what to invest in, but commentaries on his market-related insights instead.

Abnormal Returns

This website is founded by Tadas Viskanta, is a private investor with over 25 years’ experience in financial markets. His written works have been featured in different journals such as the Financial Analyst Journal. This site aims to bring the best of investment blogosphere to its readers every day.

Workable Wealth

This financial planning site is for the generation X and Y. It is owned by Mary Beth Storjohann, a financial coach, author, and speaker. She chose to provide guidance to people in her generation who are in their 20’s, 30’s, and 40’s, because of the limited finance information for these age range, based on her experience.  

Nerd’s Eye View

This blog is owned by Michael Kitces who has two master’s degree in Financial Services and Taxation. Nerd’s Eye View has been recognized as the number one industry blog. It contains over one thousand articles about financial planning.

FF Pad

FF Pad is founded by Bill Winterberg in 2008. He is a respected personality in the financial planning industry. This site is one of the leading sources of news, insight, and thought leadership in financial planning technology. Aside from this blog, he also has a YouTube channel and an iTunes podcast about financial planning.

Financial Planning Apps


Another way to help you manage your finances is by using applications. Since we are using ou
phones and computers most of the time, we can also use them in monitoring the way we spend and how much we are saving. Here are some apps that may be useful in financial planning.

Budget Simple

This web app can help you track your monthly expenses. You can use it to record your monthly expenses, as well as the monthly fees you need to make to avoid missing them.

Mint

This app is available on Web, IOS, Android, and Windows 8. It can track you bank accounts, credit cards, as well as your investments. It also has a feature where you can plan your budget and future expenses. It can give you an overview on your finances.

Expensify

If you’re a business traveler, this app is best for you. It can help you expense reports on where you are spending your money. It has features which will allow you to take photos of receipts, to track time, and to log distances travelled. You can also print it out if you want a report of your expenses. This app is available on Web, IOS, Android, Windows Phone, and Blackberry.

Pocket Expense

Just like Mint, this app can give you an overview of all your accounts as well as expenses. It can categorize your transactions, track your bills, and set budgets to achieve your goals. It is available on Web and IOS.

Expense Manager

This is a free app for Android phones. It can give you an in-depth and high-level view of your income and expenses across days, weeks, months, and years. It can also organize your bills, and provide reports about your finances. It has added features such as currency converter, shopping list, and different calculators.

Having a financial plan makes it easy to make financial decisions and stay on track to be able to meet your goals. We hope these resources will help you in starting your financial planning.