$uccessful Start and the Office of Student Services Present:
THE ABC’S OF FINANCIAL PLANNING
AGENDA
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Basic planning tools
Net worth
 Cash flow
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Investments
 Debt
 Taxes
 Retirement
 Insurance
 Estate planning
 Questions
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BASIC PLANNING TOOLS
NET WORTH
CASH FLOW
INVESTMENTS
WHY INVEST?
THREE OPTIONS TO SAVE $1,000
TYPES OF INVESTMENTS-ASSET CLASSES
CASH…
BONDS…
BONDS…
BONDS…ONE YEAR LATER
STOCKS…
TYPES OF STOCKS
OTHER ASSET CLASSES
PRIMARY INVESTMENT VEHICLES
WHAT IS RETURN?
RISK V. REWARD
IMPORTANCE OF EQUITIES
BASIC INVESTING SUMMARY
DEBT
HOW TO BORROW SAFELY
TAXES
BASIC TAX RATES
PREPARING YOUR TAXES
RETIREMENT
WHY SAVE NOW FOR RETIREMENT?
WHERE TO SAVE FOR RETIREMENT
INSURANCE
WHAT INSURANCE DO YOU NEED?
MA HEALTH INSURANCE REQUIREMENT
CORPORATE BENEFITS
ESTATE PLANNING
WHICH DOCUMENTS DO YOU REALLY NEED?
TOP 10 TIPS TO GET STARTED
QUESTIONS?
www.bc.edu/successfulstart
 successfulstart@bc.edu
 http://twitter.com/#!/SuccessfulStart
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