Building Your Retirement Portfolio
(TIAA-CREF)
This booklet explains the investment options available through TIAA-CREF
and is designed to help you understand your choices, decide what
you want, and then fit the parts together to build a portfolio that
suits your goals and tolerance for risk.
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Your Financial Organizer (TIAA-CREF)
This workbook will help you develop a sound long-term financial
plan, with worksheets providing an organized approach to understanding
what you have, where you want to go, and what you'll need to do
to get there.
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Living With Investment Risk (Vanguard)
This booklet hits the high points with an overview of annual returns
and market fluctuations, the risk/reward trade-off, and a list of
"do's and don'ts" for investors.
- (No download available)
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Mutual Fund Basics (Vanguard)
As the title indicates, this booklet explains all about mutual funds
-- why to consider buying them, how they're sold, how to measure
their returns, and what to look for in choosing mutual funds.
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Finding Answers (Vanguard)
This booklet utilizes a simple questionnaire in order to help you
determine your best "investment mix."
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Understanding the Basics of Investments
(Fidelity)
This workbook addresses the 3 investment building blocks (stocks,
bonds, and short-term investments), and how to pick the types that
are right for you.
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Creating an Investment Strategy
(Fidelity)
This workbook includes worksheets and action plans to help you
assess your current status, evaluate your investments, and get
additional help when and where you need it.
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Retirement Savings Worksheet (Fidelity)
This worksheet helps you determine how much you need to save
for retirement.
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2005 Tax Guide (TIAA-CREF)
An income tax guide with tax brackets, standard deductions, exemptions,
credits and retirement plan contribution limits.
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Financial Terms Made Simple (TIAA-CREF)
This handy book is subtitled, "Or the guide for those who think
Prospectus was a Greek philosopher." An excellent reference
for those who find the language of finance to be often unfamiliar
and sometimes downright confusing.
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Compounding Interest Calculator (TIAA-CREF)
This simple calculator shows how much your savings will grow over
time.
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Save Now (Fidelity)
This booklet shows how investing small sums when you are young is more advantagious than playing catch up when you are older
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