Paper Handling & Filing

Paper filing box

Whether you have a home office or a kitchen table for paying bills and keeping records, your job will be more difficult if you accumulate stacks of papers. As you open your bills or deal with important papers, it’s best to handle each one only a few times and to file it immediately. If that’s not possible, use a box, basket, or envelope to temporarily hold mail you don’t yet have time to open or papers you’ve gathered but haven’t …

Investing Unit 8: Investing Tax-Deferred

 

 


Financial Security: Lifestyle Transitions

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Lifestyle transitions requiring financial decisionmaking range from job loss, changes in work status, caregiving responsibilities, divorce, retirement, chronic or acute illness, disability, death, long term care, to estate planning. Making sound financial decisions during these times can impact financial security in the future as well as the present.


  • Lifestyle Transitions Research

Investing Unit 8: Mutual Funds


 


 

Investing Unit 8: Summary


Investing Unit 8: Unit Investment Trusts


 


 

Investing Unit 9: Action Steps


 


 

Investing Unit 9: Investing Resources


 


 

Investing Unit 9: Investing on the Internet


 


 

Investing Unit 9: Investment Clubs