Financial Planning for Generation X & Y Women
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Wi$eUp Course Overview

Course Description

Course Structure

My Financial Blueprint

Take control of your financial situation.

The Wi$eUp course offers help with straightening your files and records, analyzing your spending and setting financial goals, building a realistic budget, credit and the evaluation of a credit report, creating an emergency fund and set aside account, Investing 101, getting to know your retirement plan, and developing a comprehensive financial plan.

Registration is free and gives you access to the entire course. After logging in, you may complete the chapters using as much time as needed and in any order.

Determine your goals.

The Wi$eUp course includes 8 chapters and each chapter has a pre assessment and post assessment.

After finishing a chapter, you may complete a post assessment that will suggest goals for improvement in the given chapterís topic and possible planned actions to accomplish these goals. The answers you choose on the post assessment will be saved to your account and may be found on the My Financial Blueprint page. See My Financial Blueprint section for more details.

Achieve your goals.

During the course, you will be asked to input goals that will then be saved in your My Financial Blueprint page. This page will store your goals made during each chapter for later reference and reinforcement, and provides you the opportunity to review your goals and planned actions as often as you like, helping you keep track of your progress.

All information will remain entirely confidential; we do not share your personal information with anyone.

Chapter Descriptions

Money for Life

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Life's main money challenge is to have our money last as long as we do, or longer! And without giving up enjoyment along the way! That's a tall order, but it's not impossible. It starts with awareness. Go there now »

Money Math

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Good, solid financial planning is based on money facts. If financial planning is the roadmap, then money facts are its building blocks. You've heard it said, if you don't know where you're going, any path will do! Building a clear path to your future will involve fact gathering and a little money math. Go there now »

Money Basics

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In the chapter on Money Math, you learned how to prepare a Statement of Financial Position (net worth statement) and a Statement of Income and Expense. You learned an easy way to track your spending and started to set your financial goals for the future. Go there now »

Credit in a Money World

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It is hard to imagine a world without credit or credit cards. Credit makes our world go round, makes global commerce possible, and presents for consumers a tantalizing array of options never available to their ancestors. Rarely do people, especially the younger generation, have the economic capacity to pay cash for a home. Or even if they do, they opt for mortgage payments because of the tax benefits they receive. Although credit cards have been around for less than half a century, in that time they have transformed the way in which consumers operate. Go there now »

Saving & Investing Basics

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It's harder to save money if you think you can't save, are carrying a heavy debt load, don't know how to begin saving, or haven't thought very much about the positive impact "money in the bank" can have on your overall financial security. Many people feel like there just isn't "enough money" to pay bills, let alone think about saving money for the future. Having money in savings helps to build financial security. Without money set aside for the future, it will be difficult to meet emergencies; pay large, infrequent bills; or build resources for important longer-term goals, like a car, a home, a college education, or retirement. Go there now »

Insurance & Risk Management

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Life is full of risks. Some are larger than others. Risk is the uncertainty that a situation or event will turn out the way we expect it to. You may expect to drive to work everyday and not be involved in a crash. There is risk, however, that you might be involved in a crash. Some of the risks we face in life have financial consequences. This chapter will examine the primary way people manage risks with financial consequences-insurance. Go there now »

Retirement Planning Basics

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Learning how to invest money ranks high on the priority list of many young women. But a lack of knowledge about investing basics combined with an overwhelming smorgasbord of investment options can lead to apprehension and fear about investing. Go there now »

Achieving Financial Security

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Achieving financial security involves making investments in yourself and planning for the future, something you have been learning to do throughout your enrollment in Wi$eUp. A regularly updated comprehensive financial plan will improve your ability to navigate unexpected developments, achieve personal goals, and maximize opportunities. A comprehensive financial plan should reflect your savvy as a consumer, a parent, and a member of the workforce. A financial plan anchors your aspirations in each of these areas to your financial reality. By reflecting on each of these areas, you can begin to imagine the steps necessary to maintain financial security throughout your lifetime. Go there now »