 FINANCIAL PLANNING There are currently 2 offerings in the database.Page(s): 1 The Bull's-Eye Rating System You'll notice that each of the fundfreebies entries have from 0 to 3 bull's-eyes after it. I'm using that symbol as a way to evaluate the content of each piece.Now don't think that just because there aren't any bull's-eyes after a piece that it's not worth ordering. That's not the case at all. All of the materials presented are informative and have educational merit. And, little to no fund family p.r. fluff in them. I know this for a fact as I've read through each entry and personally decided upon its Bull's-Eye rating. Here's what the ratings mean:
- O to 1 bull's-eye means the piece is solid and informative.
- 2 bull's-eyes means the piece is a cut above the 1 bull's-eye entries.
- 3 bull's-eyes means content is strong, very educational and definitely worth a read.
FINANCIAL PLANNINGDetermine Your Net Worth to Build a Sound Financial Plan, from American Century's Education & Guidance Series; Financial FYI. A 8 1/2" x 11", one-page, two-sided report that will help you tally up your net worth. Why go through the process? Because your net worth can provide a good snapshot of your financial condition, will help when trying to get any kind of financial aid or loans, and, it's an important part of an estate plan. Get started with your financial plan today by ordering this.  To obtain this information FREE from American Century, call 1-800-345-2021 and request it by title.
FINANCIAL PLANNINGOppenheimerFunds, Getting Your Financial House in Order. An 8 1/2" x 10 3/4 ", 20-page booklet that's a step-by-step guild to financial planning. If you think that financial planning is just for those will millions to invest, better think again. In this piece are four steps and six worksheets all designed to help create your own long-term financial plan. The four steps include: Assess where you are today; decide where you want to be; determine how you'll get there; and team up with an expert. The booklet is intended to be a primer and well worth the time it takes to read and fill-out. Order this one today. To order this piece, call OppenheimerFunds at 1-800-525-7048 and request it by title. | 
| HOW WE FIGURE THINGS | | | Since the educational data we received comes from a variety of different sources---and in all different sizes and shapes---we figured it would be best to have specific labels for each differently sized piece. To keep things in order, we count everything: The front cover is one page, the inside cover, page 2, etc. Consequently, there will no doubt be a difference in the number of pages you read in the reviews about the piece and the number of pages printed in it. With that in mind, here's a legend that names the various sized pieces. Read through it and you'll know why we call booklets booklets and pamphlets pamphlets: Report. These are one- or two-page, often two-sided, reports on 8 1/2" x 11" papers. MFS and Pioneer have many of them.Mini-let. That's a one-page piece of paper of various sizes folded in various ways. Copy here might read: "8 12" x 17" paper folded in thirds".Pamphlet. Something with up to 12 pages---that includes counting the front and back cover pages, for a total of 4 pages right there. (This differs from the Mini-let in that these are separate pages and not part of one sheet of paper folded down.)Booklet. Any unbound piece over 12 pages in length, covers again being counted in as 4 pages.Tiny Book. All bound pieces, like some of the Scudder things. Count cover pages also. | |
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