Annuities

• Annuities 2007

Assets

• Asset Allocation Strategy
• TIAA Cref Asset Allocation
• Financial Crisis & Your Asset Allocation Strategy
• Fidelity vs. TIAA Cref Expenses

College

• College 529 Plans
• Re-entry Students: 10 Sound $ Management Principles

Credit & Debt

• Credit Reports July 2008
• 8 Debt Benchmarks
• Credit Reports & Scores 2012
• Get out of debt (PowerPay) July2012
• 6 Strategies for Increasing Financial Fitness Nov. 2012

Identity Theft

• ID Theft 2012

Insurance

• Home Owner's Insurance

Investments

• Investment Fraud - Utah Division of Securities

IRAs

• IRA picks from 2005
• What is an IRA - March 2006
• Convert Traditional IRA to Roth IRA - Nov 2009

Mortgages

• Reverse Mortgages
• Getting Your Financial House in Order before You Buy

Mutual Funds

• Mutual Funds for your IRA 2007
• Handout
• Compare your funds
• Mutual Funds - May 2006
• Handout
• Mutual Funds May 2012

Retirement

• Retirement Investing in Your 20s & 30s
• Minus 5-10 Years: 10 Questions
• Minus 5-10 Years Handout
• Target Retirement Date Funds
• Handout
• Late Saver’s Guide to Retirement
• Taking the Mystery out of Retirement Planning
• Online Financial Calculators
• DIY Pension Sept. 2012
• Kiplingers DIY Pension Video

Savings

• Savings Fitness - March 2007
• Ballpark E$timate
• Spreadsheet
• Small Steps to Health and Wealth
• How to Start Your Own Money Club
• National Savings Rate Guidelines for Individuals

Taxes

• Tax Credits
• Income Taxes

Video/Audio Presentations

• Deciding when to retire presentation (Video)
• Retire Early (Video)
• Trick your mind to Treat your Finances (Video) October 2012

*Right click and use the "Save As" option to download the ppts to your computer for viewing. If you do not have Microsoft Office you can download a free PowerPoint viewer provided by Microsoft here.

Financial Planning for Women does not sell, rent, loan, lease or otherwise provide any personal information collected at our site to any third parties.

For more information or for questions or comments reguarding this website contact: Jean Lown 435-797-1569, jean.lown@usu.edu.

Funding for this web site was provided by a grant from the Foundation for Financial Planning. Copyright © 2012, Utah State University