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Estate Planning
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Title: |
Guide to Securing Your Financial Future
"The First Step Toward Solving Your Financial Puzzle"
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Descriptors: |
Banking, budgeting, credit management, estate planning, homeownership, insurance, investing, record keeping, retirement planning, risk management, saving, taxes, working with financial institutions and professionals
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Language(s): |
English |
Abstract: |
This educational book helps to learn the basics of personal financial investing and helps to develop an action plan that incorporates savings goals. The guide is divided into several 'Stops' which the reader works through to develop a good working knowledge of finance which will empower him/her to make better financial choices. |
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Title: |
A Prescription for Financial Wellne$$
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Descriptors: |
Banking, budgeting, consumer issues, credit management, estate planning, insurance, investing, personal finance basics, record keeping, retirement planning, risk management, saving, working with financial institutions and professionals
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Language(s): |
English |
Abstract: |
This financial education program helps clients assess their "fiscal" health. Through interactive classes and homework assignments in record organization, saving, investing, credit, insurance, budgeting and cash management, retirement and estate planning, participants will learn to plan, save, and make other prudent financial decisions. The entire program is designed to be a four-week, in-depth series (2-3 hours each) with fact sheets, worksheets, exercises and activities available for use. Each module can stand alone as a 1 to 1 1/2 hour program. A post-test to compare to the pre-test will help participants determine what they have learned. |
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Title: |
Money Talk: A Financial Guide for Women
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Descriptors: |
Budgeting, credit management, estate planning, insurance, investing, record keeping, retirement planning, risk management, saving, taxes, working with financial institutions and professionals, other: relationship to money, money values and goals
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Language(s): |
English |
Abstract: |
Money Talk: A Financial Guide for Women is a five-part Cooperative Extension System home study course (192 pages) that includes dozens of worksheets for personal financial analyses. Topics covered include 'Financial Planning Basics', 'Insurance Basics', 'Investing Basics', ‘Investing for Retirement', and 'Planning for Future Life Events'. |
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Title: |
Money Mechanics
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Descriptors: |
Budgeting, saving, investing, risk management, taxes, homeownership, automobile, record keeping, insurance
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Language(s): |
English
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Abstract: |
Series of 12 easy-to-read fact sheets that help individuals analyze their credit habits, set up a record-keeping system, develop a spending plan, figure their house-buying power, calculate their net worth, learn about insurance, develop a plan for saving and investing, and much more.
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Title: |
The ABCs of Personal Finance - Module I A Consumers Guide For Money Management |
Descriptors: |
Banking, budgeting, credit management, homeownership, insurance, investing, personal finance basics, record keeping, saving, taxes
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Language(s): |
English, Spanish |
Abstract: |
The ABCs of Personal Finance is delivered in two modules. The Financial Fitness Program is designed to give the reader/student the skills necessary to make wise financial decisions. Module I addresses the basic financial and consumer skills needed to prepare for home ownership, and provides the foundation for the more advanced material presented in Module II. |
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Title: |
The ABCs of Personal Finance - Module II Managing Your Way to Financial Success |
Descriptors: |
Banking, estate planning, investing, personal finance basics, retirement planning, risk management, saving, taxes, working with financial institutions and professionals
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Language(s): |
English, Spanish |
Abstract: |
The ABCs of Personal Finance is delivered in two modules. Building on the basics of sound money management studied in Module I, Module II introduces three basic concepts and shows the student how to prepare for their financial security. 1) Understanding how money works, 2) Learning about investment strategies, 3) Knowing and applying the principles of financial planning. |
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