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WOMEN & INVESTING

There are currently 6 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.


  • WOMEN AND INVESTING

    Women & Investing: A Guide to Financial Independence, from Evergreen Funds. A 16-page, 8 1/4" x 10 3/4" booklet that is full of goodies. For instance, did you know that roughly 90% of all women will end up managing their finances alone at some point in their lives? Order this piece and you'll read about how four different women have handled their money. This is a booklet that's worth ordering and sharing.

    To obtain this piece, call the Evergreen Funds at 1-800-343-2898 and ask for it by title.



  • WOMEN AND INVESTING

    Women & Investing Worksheet, from Evergreen Funds. A 1-page, 25 1/2" x 10 3/4" mini-let that's folded in thirds and acts as a worksheet for determining your personal net worth; monthly spending plan (cash flow); and setting your financial goals. This is a companion piece to the Women & Investing: A Guide to Financial Independence piece. Order it when you order the other.

    To obtain this piece, call the Evergreen Funds at 1-800-343-2898 and ask for it by title.



  • WOMEN AND INVESTING

    OppenheimerFunds' Women & Investing Quiz. A 15" x 9" mini-let folded in quarters with 10 questions in it--- the answers to which might surprise you! They're also likely to make you become a better investor. Here's one of them: If inflation is 4% per year, how much would a $50 restaurant dinner for two cost in 10 years? Your choice of answers are: $54; $60; $74; and $80. Order this today to find out the answer.

    To order this piece, call OppenheimerFunds at 1-800-525-7048 and request it by title.



  • WOMEN AND INVESTING

    Smart Women from Safeco. This 8 1/2" by 11", 4-page report features basic investment advice for women with all levels of financial savvy. "Smart Retirement Investing" helps women create retirement accounts and offers examples of how much a woman needs to save in order to reach her retirement goals. For instance, a 35-year-old who invests $100 a month, earning 8% for 25 years will have $95,737. The report offers broad-based advice about how and when to invest. Also included are 10 steps to financial independence.

    To order this piece, please call Safeco at 1-800-624-5711 and request it by title.



  • WOMEN & INVESTING

    Women and Investing, from The Vanguard Group. This 8 1/2" x 11", 40-page booklet from the Plain Talk Library is a straight-talk, five-step women's investment guide. This booklet takes you through the processes of determining your budget, designing your plan and preparing for your estate. It goes into detail about how you can organize your finances--even recommending which items to keep in a safe-deposit box. Learn how to plan for the unexpected and retirement. According to Vanguard, "At age 65, a woman can now expect to live (on average) an additional 19.2 years. Over such a long time, even moderate inflation can seriously erode the purchasing power of your investments."

    To get this information free, call The Vanguard Group 800-662-7447 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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