Learn About Investing

When I'm 65 Action Guides, Facilitator Slides and Compilation Guides

The When I’m 65 program has developed a set of four retirement action guides that can help you plan for your long term financial independence. The four guides are designed to help people from ages 16 to 70+ and at various life stages prepare for a financially secure retirement. The guides explore critical steps individuals in each generation can take towards financial independence. The free action guides are part of the When I’m 65 community engagement program. Each action guide has a complementary Facilitator PowerPoint slideset that can be used for investor education and protection classes and workshops.

The When I'm 65 program also worked with Kiplinger's Washington Editors to develop two complilation guides that include selected content from IPT's seven investor education booklets and trifolds.

Managing Your Money When You're Starting Out
6-step action guide for teens and young adults

Action Guide

Facilitator Slideset

Starting to Save for Your Retirement
4-step action guide to help you fund a future 'paycheck'

Action Guide

Facilitator Slideset

Ramp Up Savings for Your Retirement
5-step action guide to help you boost your future 'paycheck'

Action Guide

Facilitator Slideset

Getting Closer to Retirement
6-step action guide to help you secure your future 'paycheck'

Action Guide

Facilitator Slideset

Making Your Money Last in Retirement
7-step action guide to help you maximize income from savings

Action Guide

Facilitator Slideset

Planning for Life's Big Challenges
What you need to know about investing for college and retirement

Guide

Building a Foundation for Investing Success
What you need to know about stocks, bonds and mutual funds

Guide

Financial Field Manual: The Personal Finance Guide for Military Families

The 2020 edition of the "Financial Field Manual" focuses on the key issues that can help military families make informed investing decisions, protect their money and their families, and take charge of their financial lives. The fourth edition of the Guide features new information about the blended retirement system. The booklet also features success stories from service members and their families. We have also worked with Kiplinger's to develop an complementary Facilitator PowerPoint slideset for financial educators who would like to use the "Financial Field Manual" as a teaching tool.

Financial Field Manual: The Personal Finance Guide for Military Families

Booklet

Facilitator Slideset

Seven Investor Education Booklets and Trifolds

IPT worked with Kiplinger's Washington Editors to draft seven investor education booklets as part of IPT’s investor education and protection programs in public libraries. The booklets are designed for the beginning and intermediate investor, as well as the long-term investor who never learned the basics. Each booklet includes a glossary of terms used in the booklet and information on the role of State Securities Regulators and how to contact your Regulator. Each booklet has a complementary trifold brochure that summarizes its booklet. The trifolds are designed to be printed as 11 x 17 documents and folded to number 10 envelope size.

Five Keys to Investing Success
Make investing a habit
Set exciting goals
Don't take unnecessary risks
Keep time on your side
Diversify

Booklet

Trifold

The Basics for Investing in Stocks
Different flavors of stocks
The importance of diversification
How to pick and purchase stocks
Key measures of value and finding growth
When to sell
What's your return?
Consider mutual funds

Booklet

Trifold

A Primer for Investing in Bonds
How do bonds work, anyway?
How much does a bond really pay?
How to reduce the risks in bonds
Going the mutual fund route

Booklet

Trifold

Mutual Funds and ETFs: Maybe All You'll Ever Need
Mutual funds: The best investment
The different types of funds
How to choose funds and assemble a portfolio
Sources of mutual fund information
Where to buy funds

Booklet

Trifold

Getting Help With Your Investments
Do you need a financial adviser?
Who's who among financial advisers?
How to choose an advisor
5 questions to ask before you hire an adviser
How to open an account
What can go wrong
How to complain

Booklet

Trifold

Maximize Your Retirement Investments
Three key rules
Creating the right investment mix
Guidelines for saving at every life stage
Investing on target
Best places to save
Getting the money out
Creating an income stream
Protect your money: Check out a broker or adviser

Booklet

Trifold

Where to Invest Your College Money
The basics of investing for college
Investing in a 529 plan
Locking in tuition with a prepaid plan
Other tax-favored ways to save
Tax credits for higher education
Save in your child's name?

Booklet

Trifold