Financial Planning for Generation X & Y Women
  
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Wi$eUp eNews – Summer 2009 PDF link

Next Wi$eUp Teleconference

11/30 — Coming Soon Learn more »
To register:

Before the call, go to this website:www.dol.gov/wb/mentor2.aspand receive the toll free call-in number and passcode.
Learning Center
Sign In Forgot Username or Password Register Now Course Overview
  1. Money for Life
  2. Money Math
  3. Money Basics
  4. Credit in a Money World
  5. Savings Basics
  6. Insurance & Risk Management
  7. Becoming an Investor
  8. Achieving Financial Security
Wi$eUp Handbook Worksheets Glossary
Please join us on January 31st for...

Recent
Teleconferences

Tips for Starting and Staying on the Road to Retirement Learn more »Health Insurance: A Key Component in Financial Planning Learn more »Achieving and Maintaining the Dream of Homeownership Learn more »

Recent Q&As

Getting maximum benefits from employer matching funds for 401(k) »Starting over saving for retirement »Mortgage in retirment vs. Tax benefit for mortgage payments »What are the risks involved with reverse mortgages? »Is there a recommended ratio for a particular percentage of stocks versus bonds? »Validating Father's Will »What advice can you give me if I'm trying to obtain a loan in order to down size after filing bankruptcy? »Is title insurance necessary when purchasing a home? »I have a Question about COBRA insurance. »How should my boyfriend and I deal with student debt before and after marriage? »What is the best way to assist our parents in avoiding foreclosure? »

Wi$eUp Downloads

The Wi$eUp Program features helpful forms and worksheets. Here's a sampling you can download in PDF format. Or register now to have full access to Wi$eUp online.

Thinking About My Future

My Lifelines and Life Stages

My Credit and Debit Card Safety Record

My Vital Documents Inventory

My Electronic Accounts, Passwords and PINs

My Statement of Financial Position

My Spending Notebook

Evaluate Your Credit Reports

Trimming the Grocery Bill

How to Calculate your Debt-to-Income Ratio

Bi-Monthly Wi$eUp Teleconference mp3's and Transcripts

 
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The Wi$eUp website was last updated on November 7, 2009. Please send all your suggestions and questions to .