November 2008 Supplemental Newsletter

Apologies to those of you who attended the noon time FPW today. I forgot to bring the publications I had promised but I will bring them to the evening session. Both publications are available full-text online.
The publications are:
Taking the Mystery out of Retirement Planning
or
Late Savers Retirement Guide
I'll be glad to send hard copies through campus mail if you send me your name and UMC.
Attached is a spread sheet comparing expense ratios for TIAA-CREF and Fidelity funds available to USU employees for retirement accounts. You can mix and match funds from the 2 companies; you are not limited to one company or the other.
Also attached is the PowerPoint from today's presentation.
To learn more about Target date retirement funds (A.K.A. life cycle & Fidelity "freedom" funds) and IRAs go to the FPW website: Financial Planning for Women Home and click on PowerPoints at the bottom of the home page. Review the May 2007 & 2008 PPTs.
The Callan Periodic Table can be found here
Utah Public Radio just called and asked me to talk about money and answer questions on Access Utah Thursday morning 9:00-9:30 so tune in to 91.5 FM or 89.5 FM. Call and ask questions!