ERIC Number: ED400382
Record Type: RIE
Publication Date: 1992
A Primer on Personal Money Management for Midlife and Older Women. Revised.
This booklet, which is intended to acquaint midlife and older women with the basic principles of personal money management, presents action steps, tips, and sample forms for planning and organizing personal finances. The booklet is organized into 10 sections that deal with the following aspects of personal money management: determining financial goals; assessing financial situation/needs; long-range planning; examining current cash flow and preparing a spending plan; determining types of bank accounts needed and selecting a financial institution; getting a bank card; setting goals for insurance protection; putting legal affairs in order (if married, facing divorce, planning to marry/remarry); investing for retirement; and getting help with finances. Concluding the booklet are the following: a list of 20 suggested readings, including 15 American Association for Retired Persons (AARP) publications; a list of bank and insurance company rating organizations; a financial planner interview questionnaire; and a list of AARP area offices. Also provided are 13 sample forms that are designed to be completed and kept in a financial planning notebook. Among the forms included are the following: goals list; personal directory; professional directory; list of document locations; cash flow statement; spending plan; lists of bank and brokerage accounts, credit cards, and insurance policies; and widowhood analysis. (MN)
Descriptors: Adult Education, Banking, Consumer Education, Credit (Finance), Evaluation Criteria, Females, Financial Needs, Financial Services, Information Sources, Middle Aged Adults, Money Management, Needs Assessment, Older Adults, Questionnaires, Records (Forms)
American Association of Retired Persons, Fulfillment, 601 E Street, N.W., Washington, DC 20049 (stock number D13183).
Publication Type: Guides - Non-Classroom
Education Level: N/A
Authoring Institution: American Association of Retired Persons, Washington, DC.