What better time than the fall to stop and take stock of our finances? Many of us probably let our financial guards down a bit during the summer months, spending perhaps more than we budgeted on fun summer outings and activities.
As fall approaches and we turn our energy toward planning and coordinating work and school activities, why not devote some time to financial planning as well as focus on getting our finances back on track, before the holiday season begins.
We’ve compiled some of the best financial planning resources during National Financial Planning Month. Check out our MCPL Financial Resources & Information page and take advantage of the tools, including free webinars, financial worksheets, a 30-step plan, and financial calculators to get back on track to achieving financial wellness.
For those involved in investing, or considering it, research is key. MCPL has free online databases you can use in our branches or at home to conduct research. Check out how well a company or industry is doing with our Business Insights: Global and Business Source Premier databases. Get key financial figures, compare companies with similar companies and industries, and read current articles. Free access to the Wall Street Journal, offers great financial information about publicly traded companies.
We’re also offering some great financial education workshops in our branches this month:
- Estate Planning and Elder Law Essentials, October 4, 6 PM, Gaithersburg
This workshop will explore many estate planning and elder law topics and educate attendees about estate planning and incapacity planning. Time will also be devoted to answering participants’ questions.
- Long Term Care Seminar, October 9, 1:30 PM, Little Falls
Learn financial strategies for extended care to minimize the impact a need for care may have on you and your loved ones. Come and learn about ways you can prepare for the future with long-term care options. Registration is required.
- Strategies to Maximize Social Security Benefits, October 10, 7:00 PM, Connie Morella
This workshop will help participants on make informed decisions about social security benefits. Topics include: maximizing Social Security income for you and your spouse, understanding the impact and potential costs of starting Social Security benefits before your full retirement age, and strategies to help reduce taxation of Social Security benefits.
- The Maryland Investor Group - Speaker Series, October 18, 7:30 PM, Connie Morella
This speaker series offers monthly presentations and discussions about topics related to the stock market, mutual funds and financial planning.
- How Money Works (in Mandarin), October 20, 3:00 PM, Twinbrook
This workshop presents simple rules of how money works. Learn how to control your financial future! Presented in Mandarin.
- Financial Seminar Series for Women, Rockville Memorial Library
Are you recently single? Do you need assistance managing your money for the first time? MCPL and the Montgomery County Commission for Women are offering this 4 part seminar series to help walk you through the ins and outs of budgeting, financial planning and risk management. The October 23 session will cover financial planning. The October 30 session will address Social Security and Medicare. On November 6 we'll talk about planning for your retirement. Finally, on November 13, we'll discuss divorce and money.
- Building Wealth & Asset Accumulation, October 27, 3 PM, Twinbrook
It's never too late to build wealth and be your own money manager! This workshop will help you better understand investments and the Wealth Formula. Registration recommended but not required.
If you can’t make it to any of these programs, get inspired to take a fresh look at your finances by checking some books or e-books. We have a variety of books on money management as well as books about money for kids or teens. In Safari Books Online and Maryland's Digital eLibrary Consortium/OverDrive you'll find a wide variety of e-books on money management and finances.
Get empowered to achieve your financial goals! Start this fall!
Labels: Books, Databases, Research
