Thinkwell, Inc.

		Expect More from Thinkwell, Inc.

		Sample Our Award-Winning Material

		A List of Our Online/Print Content: All customizable

•		Our Courses
•		Employee and Consumer Education Modules

See Our Online/Print Content: Ready to Customize

Employee and Consumer Education Modules

We group them by common and important financial/investing goals. They are continually being updated and expanded. Please contact us for more information.

1. Preparing Yourself For The Adventure Of Investing

	1.		Stocks & Their Benefit To You
	2.		Bonds & The Role They Play
	3.		Stable Value Investments: Where They Fit In Your Portfolio
	4.		Non-U.S. Investments: Their Pluses & Minuses
	5.		How To Survive Market Downturns
	6.		Investing Strategies: An Introduction To Diversification & Asset Allocation
	7.		Advanced Diversification & Asset Allocation Strategies
	8.		Understanding Dollar-Cost Averaging
	9.		Understanding & Managing Investment Risks & Rewards
	10.		What Socially Responsible Investing Is About
	11.		Buying Direct Or Working With A Financial Advisor
	12.		Understanding Your Brokerage Account Options
	13.		Forming An Investment Club: Understanding Strength In Numbers
	14.		If You Can Keep Score In A Game, You Can Understand Fund Performance
	15.		How To Use Benchmarks & Indexes To Select & Monitor Funds
	16.		Understanding A Fund's Prospectus, Fees, & Expenses
	17.		How To Calculate The Cost Basis Of Your Mutual Fund Shares
	18.		How To Keep Financial Records
	19.		How To Give Your Portfolio A Checkup
	20.		Financial Planning For Women: Understanding & Managing Unique Challenges
	21.		Using Online Resources: Choosing, Tracking, & Changing Your Investments

2. Purchasing A Home

	1.		Saving For A Home: Understanding How To Reach Your Goal
	2.		Purchasing A Vacation Or Second Home
	3.		Downsizing: Selling Your Home & Buying A Smaller One
	4.		Relocating: Selling Your Home & Moving To A New State
	5.		Using Online Resources: The Best Sites To Help In The Home Purchase Process

3. College Planning

	1.		Strategies For Getting Started
	2.		Strategies For Keeping Your Plan On Track
	3.		Your Education IRA, UGMA, & UTMA Options
	4.		How To Manage Education Inflation
	5.		Special Resources For Minority & Nontraditional Students
	6.		Using Online Resources: The Best Sites To Help In The College Planning Process

4. Retirement Planning Through Your Employer's Plan & On Your Own

	1.		Your Employer-Sponsored Plan: Understanding & Maximizing Your Options
	2.		Monthly Increases: How A Little More Can Make A Big Difference
	3.		Your Rollover Options: What To Do When You Leave Your Company
	4.		IRAs: Their Role In A Solid Retirement Plan
	5.		Taking A Loan: The Pros & Cons
	6.		Annuities: When & Why To Stash More Money Away
	7.		Social Security: Its Benefits & Limitations
	8.		A Second Job: How To Save On Taxes While Saving For Your Future
	9.		Retirement Planning In Your 20s: Understanding How To Start Smart
	10.		Retirement Planning In Your Middle Years: Keeping Your Plan On Track
	11.		Pre-Retirement Planning: Identifying Your Needs & Responsibilities
	12.		Reaching Age 65: A Financial Checklist & Action Plan
	13.		Determining Distributions: Calculating Your Financial Needs
	14.		Tapping The Equity In Your Home & Reverse Mortgages: Knowing Your Options
	15.		Wealthy In Your Second Century: Investing Wisely For A Long Retirement
	16.		Retirement Planning For Women: Understanding & Managing Special Challenges
	17.		Using Online Resources: The Best Sites To Help In The Retirement Planning Processes

5. Estate Planning

	1.		An Overview: A Checklist & Action Plan
	2.		The Importance Of Starting In Your 20s & 30s
	3.		Trusts: Understanding Your Options
	4.		Charitable Giving & Estate Planning: Identifying & Maximizing The Benefits
	5.		Protecting Your Spouse Financially: A Checklist & Action Plan
	6.		Discussing Your Finances With Loved Ones: How To Approach Difficult Subjects
	7.		Eldercare: A Checklist & Action Plan
	8.		Long-term Health Care: Understanding Your Options
	9.		Understanding Your Role & Responsibilities As An Executor
	10.		What You Need To Know & Do As A Beneficiary
	11.		A Surviving Spouse Financial Checklist & Plan
	12.		Using Online Resources: The Best Sites To Help In The Estate Planning Process

6. Reducing & Avoiding Debt

	1.		Creating A Budget You Can Live With: Strategies For Your Early Years
	2.		Ways To Keep Your Budget On Track In Your Middle Years
	3.		Money Management Strategies For Your Retirement Years
	4.		Living With Competing Priorities: Home Purchase, College, & Retirement
	5.		Balancing The Financial Needs Of Your Parents, Children, & You
	6.		Preparing For The Impact Of Health Care Costs: Strategies To Help Now

7. Buying Insurance

	1.		Key Insurance Concerns: In Your Early Years
	2.		Insurance Priorities In Your Middle Years
	3.		Insurance Considerations In Your Retirement Years
	4.		Understanding Car Insurance Options
	5.		The Importance Of A Comprehensive Disability Plan
	6.		Understanding Life Insurance Options
	7.		Protecting Your Home: Your Insurance Options
	8.		Understanding Insurance Needs & Options For Your Business
	9.		Using Online Insurance Resources

8. Starting A Business

	1.		Strategies & Resources To Start A Business
	2.		Strategies & Resources For A Women-Owned Business
	3.		Strategies & Resources For A Minority-Owned Business
	4.		Understanding Your Retirement Planning Needs & Options
	5.		Using Online Resources: The Best Sites To Help Small Businesses

9. Parents: Helping Your Kids Understand Money and Investing

	1.		Making Finance A Family Matter
	2.		How To Choose A Bank
	3.		Setting Up A Child's First Bank Account
	4.		Explaining How A Budget Works
	5.		Helping Children Save For College
	6.		Using Online Resources: The Best Financial Sites For Families

Design by SaltyDog Design