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Q: Find personal finance profiling tools ( Answered,   2 Comments )
Question  
Subject: Find personal finance profiling tools
Category: Business and Money > Finance
Asked by: broker-ga
List Price: $50.00
Posted: 04 Dec 2005 12:41 PST
Expires: 03 Jan 2006 12:41 PST
Question ID: 601329
I need to find 10 examples of free personal finance profiling tools on the web.

This is a series of questions the user is prompted for to complete
that, when completed, spits out a set of recommendations about what
they should do to improve their finances.

An example of this on a paid website is at www.jeanchatzky.com, but I
am looking for free examples.
Answer  
Subject: Re: Find personal finance profiling tools
Answered By: politicalguru-ga on 05 Dec 2005 08:37 PST
 
Dear Broker, 

Psychnomics - "What Type of Investor are You?"
<http://www.psychonomics.com/invbeh/profiledata/profile.html> 

Choose to Save - Ballpark E$timate 
<http://www.choosetosave.org/ballpark/> 
- How much you need to save for retirement

THE RETIREMENT PERSONALITY PROFILER 
<http://www.choosetosave.org/brochures/index.cfm?fa=profiler> 

(Many) Other calculators and tools at Choose to Save
<http://www.choosetosave.org/calculators/> 

Jumpstart - Reality Check
<http://www.jumpstart.org/madmoney/pgv_money_rc_main.html> 

BankRate Quiz Section (many questionaires)
<http://www.bankrate.com/dls/quiz_home.asp> 

Are You Cut Out for Stock Investing?
<http://www.entrepreneur.com/article/0,4621,320236,00.html> 

The CNBC Investment Risk Test
<http://www.msnbc.msn.com/id/3304753/> 

Forbes - Are You A Born Entrepreneur?
<http://www.forbes.com/entrepreneurs/2005/11/15/entrepreneur-personality-quiz_cx_bn_1116quiz.html>

Profit Guide Quizzes
<http://www.profitguide.com/quizzes> 

Tesco Finance - 
<http://www.tescofinance.com/personal/finance/smarter_money/tools/index.html> 
- Several tools, including claculators, and: 
Save and Plan Quiz
<http://www.tescofinance.com/personal/finance/smarter_money/tools/save_plan.html> 
Financial Health Check
<http://www.tescofinance.com/personal/finance/smarter_money/tools/health_quiz.jsp> 

Borrowing 101 - Quiz (at the bottom of this page as a pop-up): 
<http://www.maxinvest.com/solutions.php> 

Yahoo! Finance - Quiz: Are You A Financial Turkey? 
<http://biz.yahoo.com/pfg/e99turkey/> 

Yahoo! Finance - Quiz: Are You a Fiscal Fool or Money Maven? 
<http://biz.yahoo.com/pfg/e13match/art011.html> 

Financial Fitness Quiz
<http://www.personalfinancebudgeting.com/financial-fitness-quiz.php> 

Other resources from Personal Finance Budgeting
<http://www.personalfinancebudgeting.com/finance-calculators.php> 

Lifetime Earning Calculator
<http://www.webwinder.com/calculators/calc_lifeEarn.html> 

10-Minute Quiz Measures Your Personal Finance Fitness Level
<http://www.greekshares.com/10_minute.asp> 

Finance and Budget Tools
<http://www.mvelopes.com/budget-center/finance-tools.php> 

Kiplinger's Personal Finance Tools
<http://www.kiplinger.com/personalfinance/tools/> 

I hope this answers your question. Please contact me if you need any
further clarifications on this answer before you rate it.
Comments  
Subject: Re: Find personal finance profiling tools
From: jack_of_few_trades-ga on 05 Dec 2005 05:43 PST
 
Vanguard (www.vanguard.com) has several questionairres/calculators
designed to lead you to retirement or plan for education:

Questionairre to determine appropriate asset allocation:
https://flagship5.vanguard.com/VGApp/hnw/FundsInvQuestionnaire?cbdInitTransUrl=https%3A//flagship5.vanguard.com/VGApp/hnw/content/PlanEdu/InvestorEdu/PEdInvestOVContent.jsp%3Fgh_sec%3Dn

Calculators including: How much you need to save?, What kind of IRA
should I use?, Should I convert my IRA?, What's the cost of cashing
out my employer plan?, and many more:
https://flagship5.vanguard.com/VGApp/hnw/content/PlanEdu/General/PEdGPPlnToolsRetirementPlnContent.jsp

College Planning tools:
https://flagship5.vanguard.com/VGApp/hnw/content/PlanEdu/General/PEdGPPlnToolsCollegePlnContent.jsp

I highly recommend exploring the whole Vanguard site.  They have some
great articles and many useful tools.  Also, if you choose to invest
through them, they have the lowest fees of any mutual fund company
I've ever seen.
Subject: Re: Find personal finance profiling tools
From: broker-ga on 05 Dec 2005 07:04 PST
 
Thanks for that, but looking for many more examples, from a whole
variety of providers.  Ideally looking for 10.  Can you provide that?

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