Free resources

Resources for managing windfalls, inheritances and personal finances.

Guide to Personal Finance

From budgeting to borrowing, real estate to credit ratings, gain knowledge to make smart financial decisions.

Guide to Talking about Money

Money is complicated. Relationships are complicated. But talking about money in helpful and productive ways will make both your relationships and your finances better.

Guide to Managing Windfalls

If you’ve received a lump sum of money, you likely feel overwhelmed, vulnerable, and scared.

This guide will help you competently and confidently manage your lump sum of money.