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First time to this site?
Get started with:
• Goal Setting: A Fresh Look
• Asset Allocation

Need info on retirement investing?
Take a look at:
• Goal Setting: Retirement
• Retirement Orbits--Unique
   and Personal

• Roth IRA Conversions
 

 

Dream Retirement Challenge

The first Challenge has been
successfully completed!

Lots of teams had fun building their own virtual dream retirements.

"Vestin" topped the leaderboard with a $55K portfolio, and was the Grand Prize winner.

Stay tuned for information on dates for future Challenges.

WISE INVESTING

The following publications have been gathered to help you with your investment decisions.

Investing Fundamentals

Retirement Planning

  • Top 10 Ways to Prepare for Retirement
  • Women and Retirement Savings
  • The Cost of Throwing in the Towel 
  • Maximize Your Retirement Investments 
  • Mutual Funds: Maybe All You'll Ever Need 
  • Getting Help With Your Investments 
  • Discover Your Financial Temperament
    • Financial Temperament Survey 
    • Financial Temperament Scoring 
  • The Six Strategic Steps: Your Roadmap for Investing Wisely for a Lifetime 

Money Management

  • Get the Facts on Saving and Investing 
  • Money Tips for all Ages: Your Finances at Different Stages of Life
  • 51 Ways to Save Hundreds on Loans and Credit Cards
  • Where to Invest Your College Money 
  • Savings Fitness: A Guide to Your Money and Your Financial Future 
  • Discover Your Financial Temperament
    • Financial Temperament Survey 
    • Financial Temperament Scoring 

Senior Investing

  • Fiscal Fitness for Older Americans
  • Fighting Fraud 101: Smart Tips for Older Investors
  • Money Tips for all Ages: Your Finances at Different Stages of Life
  • Checklist of Practical Steps-The Essentials of Estate Planning 
  • The Six Strategic Steps: Your Roadmap for Investing Wisely for a Lifetime 
  • Variable Annuities: What You Should Know