Purchasing a house, helping a child attend college, and being prepared for retirement are all goals that require planning and time to achieve. Saving on a regular basis, establishing or revising investment goals, determining retirement or future income needs and how to meet them, and discussing financial matters with other family members are important activities in the process of achieving long-term financial goals.

Activities

• Money Smart Week
  This series of free classes and activities is designed to help consumers better manage their personal finances. Money Smart Week Indiana is held in October each year.

Programs

CFS Extension educators in your community might offer one or more of these programs — contact your county Extension office for details.

• Focus on Financial Management
  This program is for middle-income adults seeking financial security. It can help them reduce their risk of financial problems.

Publications

• Financial Planning for Retirement Workbook
• Types of Life Insurance Policies

(For purchase)

• Focus on Financial Management Workbook

Partnerships

• America Saves
• eXtension
• Money Smart Week Indiana

Purdue Web Sites

• Getting Ready for Estate Planning
  

  The purpose of this site is to help you organize your thoughts and information before you see an advisor about an estate plan.

• Planning for a Secure Retirement
  

  The objective of this course is to help you with your planning for retirement. Online modules provide information that can be valuable in answering the questions you need to consider as you make your plans.

• Retirement and Estate Planning for Farm Families 
  

  Specifically designed for farm families, this site guides users through all the questions and options they need to consider as they plan for retirement.

• Retirement Estimator for Farm Families
  

  Farm families can use this interactive site to evaluate their retirement resources. It also has additional information and links on retirement.

• Who Will Get Grandpa’s Farm?
  

  As farm operators age, the question of farm transfer surfaces. Farm operators know they need to discuss the transfer with family members, but some families find it difficult to communicate because there are several issues that must be considered. Presents three strategies for having a discussion about farm transfer.

Other Helpful Web Sites

• Ballpark E$timate
• Financial Security: Estate Planning
• Financial Security: Financial Planning Process
• Financial Security: Insurance
• Financial Security: Retirement Planning
• Financial Security: Saving and Investing
• Investing for Your Future
• Mortgage Comparison Calculator
• Project for Financial Independence
• Smart About Money