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Financial Adulting - Ashley Feinstein Gerstley


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It Step by Step Don't Forget About Banks Cultivate a Practice of Giving Update Changes in Your Spending Plan Your Financial Adulting Action Items Notes

      12  CHAPTER 7: Work Optional (a.k.a. Retirement) The Power of Compound Interest What Does Retirement Actually Mean? Where Do We Keep This Magical Nest Egg? More 401(k) Deets More IRA Deets What the Heck Does Roth versus Traditional Mean? Show Me the Money – How Much? What About Social Security? Retirement Accounts Might Be Only Part of the Plan Retire Early, You Say? Tell Me More The Gender and Racial Retirement Gaps Investing Jargon Figure Out Your Asset Allocation Choosing Our Retirement Investments Set Your Investing Up to Be Automatic Some Frequently Asked Retirement Questions Other Investing Benefits You Might Get Through Work Your Financial Adulting Action Items Notes

      13  CHAPTER 8: Become an Investor for Good The Opportunity to Invest Is a Privilege The Culture of Investing My Investing Story Before You Get Started What Is Investing? The Three Ways to Invest (from Least to Most Expensive) But Wait, What's a Financial Planner? What You Need to Get Started The Types of Investments Where Does Investing for Good Come In? What About Socially Responsible or Values-Based Investing? How to Choose a Brokerage Account What If I Don't Want to Do It Myself? What About the Apps? Choosing Your Investments Purchasing or Selling an Investment Learn from Some Investing Experts How Your Investing Can Change as You Build Wealth Protect Yourself from Yourself Some Other Things That Might Be on Your Mind Your Financial Adulting Action Items Notes

      14  CHAPTER 9: Buying a Home Buying a Home – How It Works Rent versus Buy? How Much Will This Cost? Incorporate These Costs into Your Plan “Try On” Your Estimated Homeowner Expenses Wait, I'm Discouraged; This Is Much More Expensive Than I Thought Organize Your Finances Before Starting the Process Should I Pay Down My Mortgage? When Should I Refinance? Another Way to Invest in Real Estate – REITs Your Financial Adulting Action Items Notes

      15  CHAPTER 10: Insurance Health Insurance: What You Need to Know Healthcare Costs and Medical Debt What a Health Insurance Policy Means for These Gaps (and our wallets) Protecting Your Assets: Homeowners and Car Insurance What's an Umbrella Policy? Life Insurance – What You Need to Know Whom Should I Work with and How Do They Get Paid? Disability Insurance Long-Term Care Insurance Revisit Your Insurance When Things Change Your Financial Adulting


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