Also new from Morningstar, The Woman’s Guide to Money Matters, a short booklet with tips for women on budgeting and money management, and separate sections for women who are divorcing, widowed, taking care of their parents, or working part-time.
To build on your money management knowledge, take a look at the Morningstar Investment Research Centerdatabase (available in the Library only). Clicking on the “Help & Education” tab at the top gives you access to a wide variety of online help, and their “Investing Classroom” has 150 different information “courses,” ranging from basic to advanced.
The Morningstar database has been purchased through our Smart Investing @ Your Library grant, a joint program of the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation and the American Library Association (ALA).
Massachusetts State Treasurer Tim Cahill’s Money Conference Team is pleased to join the Financial Planning Association of Massachusetts in celebrating Financial Planning Week – October 6-12, 2008, and invites you to call for a financial check-up through their Money Mentor Call-Line.*
Take some time to think about your financial future, write down your
questions, and call for some answers!
All Money Mentors are Certified Financial Planners who have volunteered to answer phone inquiries about personal financial matters. Many of these Money Mentors spent last Saturday, September 27th 2008 volunteering at Treasurer Cahill’s Money Conference for Women and Families, which had a record-breaking number of attendees.
Monday, October 6th 2008
9:00 AM – 1:00 PM
ONE DAY ONLY!
· Did you miss the Money Conference on Saturday September 27th
2008?
· Did you attend but did not get a chance to meet with one of the
Money Mentors?
· Do you simply have a personal financial question that just can’t
wait until the next conference?
Money Mentor Call Line: 857-453-2600
Ask a Money Mentor!
*The information and resources provided during the Financial Awareness Week Phone Bank call-in are intended to provide general information only. It is not intended as a substitute for legal advice or individualized financial advice. In addition, the Office of the State Treasurer is not responsible for any information rovided by the Money Mentors callers speak with. The Office of the State Treasurer and the Financial Education Division have no discretion to alter, update, or control the content of the information provided by any Money Mentor. The fact that the Financial Education Division and the Office of the State Treasurer has allowed an individual to share information to public callers is not an endorsement of the individual or of any of their businesses.
Michelle Singletary, whose Washington Post column, “The Color of Money,” also appears in the Boston Globe, had an interesting piece a few weeks ago about women and the “confidence gap.” She reports that “even though women have moved ahead financiall, a number of studies and polls indicate we still have more to achieve and sometimes we impede our progress by our own doubts.” She then offers some quick suggestions to start taking financial control. Read the full article here.
Do you need help with budgeting or credit issues? Want more information on financial and retirement planning? State Treasurer Tim Cahill’s office is holding a FREE “Money Conference” next month:
Reggie Lewis Athletic Center
Roxbury Community College
1350 Tremont Street
Roxbury Crossing, MA 02120
Registration for the September 27th Money Conference for Women and Families opens on August 18th.
Pre-Registration is required for this one-day Conference. Registration information can be found here–you can sign up for an email reminder to register. Call the State Treasurer’s office for more information at (617) 367-6900.
The schedule includes a keynote presentation by Dee Lee, CFP and workshops, and breakfast, lunch, and childcare are provided free of charge.
For those of you who missed Dr. Arnaa Alcon at our kickoff on April 23, a DVD of her talk on the importance of financial literacy and retirement planning for women has now been added to the Library’s collection, and may be checked out.
A Retirement Club member brought our attention to Suze Orman’s recent appearance on the Oprah Winfrey show, discussing her book Women & Money: Owning the Power to Control Your Destiny, which the library owns in both print and on CD (a copy of the DVD has also been ordered for the Library’s collection). You can also read an excerpt from the book on the Oprah show website, and if you like what you read, there’s more from Suze Orman on money matters in Oprah’s magazine, and on her own website.
Publisher’s Weekly said of Women & Money:
Orman guides readers through the very basics of finances. She explores why women have dysfunctional relationships with money and notes the ways they undervalue themselves or “treat themselves as a commodity whose price is set by others,” while also sharing the story of her own evolving relationship with her finances. Though her explanation of the “8 qualities of a wealthy woman” (harmony, balance, courage, etc.) is more inspirational than practical, she also presents a concrete five-month “save yourself plan” for financial repair, starting with setting aside checking and savings accounts, fixing one’s credit rating, saving for retirement, setting up a will and purchasing home insurance. This encouraging guide will not intimidate women who are foundering financially.
The club’s Resources page now has a section for general Money Management resources, including three mentioned by Dr. Arnaa Alcon in her kick-off speech:
Small Steps to Health and Wealth
From Rutgers University, resources designed to motivate consumers to implement behavior change strategies that simultaneously improve their health and personal finances.
WAGE – women are getting even
A non-profit with the goal of ending discrimination against women in the American workplace in the near future. WAGE is led by Evelyn Murphy, Ph.D economist and former Lt. Governor of Massachusetts.
Evelyn Murphy’s book, Getting Even: Why Women Don’t Get Paid Like Men—And What to Do About It, is on order for the Newton Library, but can be reserved through the Minuteman Library Network.
Also new from Morningstar, The Woman’s Guide to Money Matters, a short booklet with tips for women on budgeting and money management, and separate sections for women who are divorcing, widowed, taking care of their parents, or working part-time.
Posted by newtonreference 
Posted by newtonreference 
Posted by newtonreference 
A Retirement Club member brought our attention to Suze Orman’s recent appearance on the Oprah Winfrey show, discussing her book 
