Publications

WISER's publications and fact sheets are available to download and print for personal and individual use only. If you would like multiple copies for distribution, please contact WISER. To place a publication order or for pricing information, email info@wiserwomen.org or call 202-393-5452. 

 


WISERWoman Newsletter - Latest Issue

Investing in 2017: Finding a Solution That Works For You

Part of what makes retirement planning a challenge is that we are often planning for the unknown. Things like how long we'll live, how our investments will perform,and what healthcare we'll need are questions we don't have definite nswers to, yet we still need to factor them in. This issue offers ideas on planning for the unknown. While we can't predict the future, the more we plan ahead, the more prepared we will be for life's surprises.

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Sonja Meets Her Future Self

This children's book was developed in collaboration with the Wyoming Retirement System. Sonja, a young girl, travels forward in time and meets future versions of herself to learn the importance of saving and what it means to be retired. This booklet provides a multi-generational look at retirement planning and the valuable lesson of Save, Spend and Give. It can be used in elementary school classrooms or simply shared with the children in your life.

To learn more about Sonja and to watch a video of the story, click here.

Download the book.

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  Sonja Cover

 

20 Ways to Take Advantage of Your Company Benefits Plan

 

For many Americans, health and retirement plans are just part of a broad range of offerings through work. This brochure highlights how workers can make the most of the range of benefits that may be available to them - especially voluntary benefits. It includes 20 ideas on how to get more from your company benefits package to help you save time and money, and to protect what is important to you.

 

Click here to download the brochure

   20 Company Benefits


 

Divorce and Retirement: Take Control of Retirement Benefits

Because pension and retirement benefits are not automatically split in a divorce, this short, common-sense guide emphasizes the importance of these benefits and offers valuable information on marital property, negotiating an agreement, and getting a qualified domestic relations order (QDRO).  (Publication updated in 2017)

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Making Your Money Last for a Lifetime: Why You Need to Know About Annuities

This booklet is a joint project of WISER and The Actuarial Foundation. Annuities can be a complex financial product, but as one of only a few options for providing guaranteed lifetime income, it is important to understand how they work. This guide explains annuities in simple language in order to help you decide if one is right for you. Published 2008.

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Don't Run With Your Retirement Money: Understanding Your Resources and How Best to Use Them

Don't Run With Your Retirement Money: Understanding Your Resources and How Best to Use Them is a joint project of WISER and The Actuarial Foundation. It includes practical insights on dealing with lump sum distributions, annuities, self-managed investing, and accounting for taxes. Published 2008.

Download the booklet  

 

 


Financial Steps for Caregivers

Financial Steps for Caregivers: What You Need to Know about Protecting Your Money and Retirement

This guide looks at the financial challenges facing today's family caregiver and provides information, tips and resources for helping caregivers keep their own finances on track while caring for someone else. Included in the guide is a budget worksheet that factors in many of the out-of-pocket costs of care. Publication updated 2014.

 

 


What Women Need to Know About Retirement

WISER, in conjunction with the Heinz Family Foundation, published the e-book, What Women Need to Know About Retirement. The book includes specifics about paying for healthcare, planning for a lifetime of income, Social Security, and more.  Published 2007. 

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A Simple Guide to What Everyone Needs to Know About Money & Retirement


A Simple Guide to What Everyone Needs to Know About Money & Retirement provides the key information needed to understand the different sources of retirement income, as well as the basics of saving and investing. An earlier version of this booklet appeared in Good Housekeeping Magazine. Last updated 2014. 

This publication was published in 1998 in Spanish, Portuguese, Korean, and Vietnamese

 


Your Future Paycheck: Minority Women And Retirement Income



Your Future PaycheckMinority Women and Retirement Income by the Women’s Institute for a Secure Retirement (WISER) found more than four out of every ten minority women in the United States will live in poverty in retirement. This report focuses on minority women and the challenges they face in planning for their retirement.  Last updated in 2016.

 

 


Seven Life-Defining Financial Decisions


Seven Life-Defining Financial Decisions is a joint project of WISER and the Actuarial Foundation. Last updated 2015.

This publication is also available in Spanish (published 2004) 

Everyone faces key financial decisions - from careers and marriage to savings and investments - that will affect the resources they have to enjoy their lives and retirement. This guide provides a roadmap for avoiding life's ditches and dead ends and safely navigating to a financially secure retirement.

  Seven Life-Defining Financial Decisions booklet


 

   


WISER Fact Sheets


Visit WISER's extensive Fact Sheet library for help with more financial and retirement planning topics.

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