Presentation-outline

I'm just getting started

Today's financial needs

Budgeting

Budgeting
Credit basics

Credit basics
Debt

Debt
Saving 101

Saving 101
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Planning for retirement

Small contribution increases can make a difference

Small contribution increases can make a difference
What kind of investor are you?

What kind of investor are you?
Putting money into your plan (contributions)

Putting money into your plan (contributions)
Avoiding emotional investing

Avoiding emotional investing
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Living in retirement

Social Security 101

Social Security 101
Taxes on retirement income

Taxes on retirement income
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More life stages

I'm just getting started | I've been saving & investing | I'm about to retire | I'm retired