Financial Wellness Publications

Financial Wellness  

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Get Your Finances in Order with Kiplinger's Financial Wellness Program

Kiplinger's Financial Wellness Program helps you get your finances under control with practical, step-by-step strategies to reduce debt, live within a budget, survive a bad economy, shop for the best mortgage, banish credit problems, invest wisely, plan for a secure retirement and much more. These 12- to 14-page downloadable special reports cut through the clutter and give sound, tested financial advice. $9.95 each, $5.95 if you buy 4 or more, or get the complete set for $34.99.
complete_set.gif Kiplinger's Financial Wellness Complete Set (download)
The complete set of Kiplinger's Financial Wellness Program includes all 12 special reports, covering ...
  • budgeting, choosing a bank, how to start saving,
  • a checklist of life events with ways to slash taxes, claim more benefits, keep more of your hard-earned money and avoid common tax traps,
  • the smart way to manage credit and debt, get the best credit deals, boost your credit score, responsibly tap a home equity loan or credit line,
  • how to calculate how much money you'll need to retire and where the assets will come from, including the role of traditional vs. Roth IRAs, 401(k) and pension plans, Social Security, Medicare, and
  • how to trim the family budget and manage monthly expenses, find alternative sources of income, avoid mortgage foreclosure, avoid predatory lending, repair or protect your credit score,
  • how to understand the basics of life, health, home and car insurance, including how much and what kind of each they need,
  • guidance on buying or selling a single-family home, condo or co-op, with an explanation of different types of mortgages, how to work with a real estate agent, how to figure points and interest,
  • economizing on food, travel, auto expenses, utilities and essential services,
  • practical, trustworthy advice on how to make money investing in mutual funds, stocks, or bonds, and how to find a good broker or financial planner,
  • how to share expenses as well as responsibilities, raise money-smart kids, deal with the financial aspect of divorce,
  • how to plan ahead for education expenses, including 529 and prepaid tuition plans, Coverdell accounts, scholarships, grants, and loans,
  • what you need to know about writing a will, estate planning, navigating probate, the four main types of trusts, and controlling funeral costs,
Price: $34.99
Taking_charge_110.gif Taking Charge of Your Finances -- The Basics (download)
Helps you get organized with worksheets to track monthly expenses and income, help with making a budget, how to choose a bank or credit union, and how to start saving -- no matter your income level. Download (PDF) only. 12 pages.
Price: $9.95
Family_finances_110.gif Family Finances -- The Basics (download)
How to handle the family money, share expenses as well as responsibilities, raise money-smart kids, deal with the financial aspects of divorce and more. Download (PDF) only. 12 pages.
Price: $9.95
Smarter_spending_110.gif Smarter Spending -- The Basics (download)
All about spending wisely to save money, with practical ways to economize on food, travel, auto expenses, utilities and essential services, credit and banking and more. Download (PDF) only. 12 pages.
Price: $9.95
Borrowing_money_110.gif Borrowing Money -- The Basics (download)
This guide explains the smart way to manage credit and debt. You'll discover how to establish a reasonable debt limit, how to get the best credit deals, boost your credit score, responsibly tap a home equity loan or credit line and more. Download (PDF) only. 12 pages.
Price: $9.95
Insurance_110.gif Insurance -- The Basics (download)
Understand the basics of life, health, home and car insurance, including how much and what kind of each type you'll need, how to get the best value, how to use a flexible spending account and more. Download (PDF) only. 12 pages.
Price: $9.95
Owning_home_110.gif Owning a Home -- The Basics (download)
Guidance for those seeking to buy or sell a single-family home, condo or co-op. This guide explains the different types of mortgages, how to work with a real estate agent, how to figure points and interest, and more. Download (PDF) only. 12 pages.
Price: $9.95
Investing_110.gif Investing -- The Basics (download)
Get practical, trustworthy advice on how to make money investing in mutual funds, stocks, or bonds ... plus how to find a good broker or financial planner, and more. Download (PDF) only. 12 pages.
Price: $9.95
College_money_110.gif College Money -- The Basics (download)
Here's help to plan ahead for one of the major expenses most families will face. This special report includes details on 529 and prepaid tuition plans, Coverdell accounts, scholarships, grants, loans and more. Download (PDF) only. 12 pages.
Price: $9.95
Retirement_110.gif Retirement -- The Basics (download)
This special report helps you calculate exactly how much money you'll need to retire comfortably and where the assets will come from. Plus: the role of traditional vs. Roth IRAs, 401(k) and pension plans, Social Security, Medicare and more. Download (PDF) only. 12 pages.
Price: $9.95
Tax_savings_110.gif Tax Savings -- The Basics (download)
Included in this special report is a checklist of life events, from cradle to grave, that alerts you to key ways you can slash taxes, claim all the benefits you can, keep more of your hard-earned money in your pocket, and avoid common tax traps. Download (PDF) only. 12 pages.
Price: $9.95
Estate_planning_110.gif Estate Planning -- The Basics (download)
Here's what you need to know about writing a sound will, estate planning, navigating the probate process, the four main types of trusts, controlling funeral costs and more. Download (PDF) only. 12 pages.
Price: $9.95
Surviving_bad_times_110.gif Surviving Bad Times -- The Basics (download)
Here's practical help to trim the family budget and manage monthly expenses in case of a pay cut or job loss, find alternative sources of income, avoid mortgage foreclosure or car loan default, steer clear of predatory lending or bogus debt-reduction scams, repair or protect your credit score, and more. Download (PDF) only. 14 pages.
Price: $9.95