Nurses' Investor Education Project
The Nurses’ Investor Education Project is a joint three-year partnership between WISER and the CENTER for American Nurses, 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 works 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
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
Retirement
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
Investing
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
