Planning Your Financial Recovery

CEU approval for MFLN Personal Finance webinars expires 3 years after the live event. CEUs are no longer available for this webinar. For more information and to earn CEUs from more current webinars click here.

Speaker: Kelvin Boston
Issue: Multi-year financial planning; long-range financial planning.

We are using the DoD/DCO Adobe system. If you are going to join this session and you are not located on a military installation, you will have to install several security certificates. The instructions for installing certificates on Windows-based computers are located:

Recent Research:
Financial Planning Process Research Briefs;

Cooperative Extension Resources
Careful financial planning offsets the cost of raising children
Should You Hire a Financial Planner? University of Minnesota Extension

Focus on Savings and Investments-Purdue Extension

Financial Recovery in Later Life: Increase Your Resilience

Disaster Recovery
The Family Financial Toolkit: Recovery After Disaster: The Family Financial Toolkit. Putting your financial recovery puzzle together. A natural disaster can strike anywhere, anytime. If you or a loved one has been affected by a natural disaster, it’s important to know that financial recovery takes time and can be a complex process. There are no easy fixes and no guarantees.

Other Resources:

Ameriks, J., Caplin, A., Leahy, J. (2003). “Wealth Accumulation and the Propensity to Plan”. Quarterly Journal of Economics 68, 1007-1047.

Lusardi, A. & Beeler, J. (2006). Savings Between Cohorts: The Role Of Planning. Working Paper, Dartmouth College.

Lusardi, A. & Mitchell, O.S. (2007b). Financial Literacy and Retirement Planning: New Evidence from the Rand American Life Panel. Available at (Retrieved September 24, 2012.

Created by Molly Herndon

Primary Audience: Not Set