Nurses' Investor Education Project

WISER Report Highlights Effective Financial Education Project for Nurses

Nurses' Report cover photo

In 2012, WISER released the final report from its Nurses’ Investor Education Project, a multi-year financial education initiative aiming to improve nurses’ financial security using educational tools, resources, and peer-to-peer training and workshops. Read the report and press release.

The Nurses’ Investor Education Project is a joint partnership between WISER and the Center for American Nurses (now part of the American Nurses Association), funded by a grant from the FINRA Investor Education Foundation, to identify nurses’ specific financial information needs and provide them with tools to help them successfully manage and build their wealth into retirement. The Project worked with state nurse associations to conduct train-the-trainer and financial education workshops, and further provides no-strings-attached, straight-forward information and resources that can be easily accessed by nurses across the country.


For more information about the Project, check out the Fact sheet and Press release.

Retirement Planning Resources
The Busy Nurse’s Guide to Financial Planning (booklet)
The Busy Nurse’s Financial Planning Workbook
Nurses’ Retirement Decision Making Guide
5 Minute Podcasts to Help You Plan for Retirement
Financial Education Webinars (free)

WISERNurse Newsletters
Stashing the Cash! Do You Have Too Much? Are There Guarantees?
The CARD* Act of 2009: What the Legislation Could Mean for Your Credit Right Now

Sweetheart or Sweetheart Scam?
Are You On Track to a Secure Retirement?
Annuities: Why You Need to Know How They Work
Protecting Your Mother from Fraud and Financial Abuse
Long Term Care
Know What You Have: Employee Benefits
Health Care in Retirement: Should I Be Worried? How Much Should I Save?
Less Stress in a Stressed Economy

Nurse Investor Education Survey
In 2008, and with a follow-up in 2009, the Nurses’ Investor Education Project conducted a survey to assess nurses’ attitudes toward, preparation for, and knowledge concerning investing for retirement. The survey revealed that nurses may be saving for retirement, but few are planning and investing to meet retirement needs.

Survey Report: Nurses Investor Education Report
Press Release: Nurses and Retirement Security: A Looming Crisis?

Additional Resources

Beyond Savings: Four Steps to Bolster Your Future Retirement Security
Managing the Risks of Retirement
Decisions! Decisions! Preserving Retirement Funds: The How’s and Why’s of Rollovers

Mutual Fund Investing: What You Need to Consider When Choosing Your Mutual Funds
Investing Errors: Three Common Mistakes That Will Cost You Money

Other issues
Divorce: A Time for Caution
Get It Together! Financial and Health Care Paperwork You Need Right Now
Know What You Have: Employee Benefits
Credit Scores
Are You Sure About Your Life Insurance?

Fidelity Nurses Study & Resources
2015 Money FIT Nurses Study 
Financial Checkup on Nurses' Retirement Readiness

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