Women & Money

Have you shopped at a store that announced
a data breach putting your credit card at risk?
Here are some action steps you can take:

5 Things to Do If You Shopped at Target
During Their Data Breach
(Huffington Post)

 

Financial Management Checklists & Resources 

Where ever you are in life, there are practical resources to help tune-up or gain control of your financial life!  Select a checklist below and learn about your financial challenges and opportunities, set goals, and find resources. Before you know it you will be on your way to a more secure financial future!

 

 

Checklists

Get Control of Your Budget

 

10-Steps to Tune-Up Your Financial Life

 

Protecting Against Identity Theft

 

 

 

 

 

Become a
Savvy Saver!

 

Retirement Planning

 

Saving on a Lower Income

 

 

 

 

 

Tools and Resources

Budgeting

 

 Life Event Checklists
Summit Credit Union

 

Identity Theft
(coming soon!)

 

 

 

 

 

Saving & Investing

 

Retirement

 

Reducing Expenses

 

 

 

 

 

Government Resources 

 

 

 

 

 

Financial Tips for Women (Brochure)

 

 

 

 

Printable resource!

When you answer all the questions in a checklist you will get a printable summary of the helpful information from each question, plus any notes or goals of your own that you entered, to help you build a more secure financial future.


More Fun Ways to Improve Your Financial Knowledge!


Can vampires make you a better investor?
Can dodging voracious bunnies improve your money skills?


Online Games for adults that aim to improve personal financial skills, self-confidence, and knowledge.
Free but may require registration 
from Dooreways to Dreams (D2D) Fund & FinancialEntertainment.org
as featured in the Wall Street Journal (11/8/13)


Take the Quiz! Test Your Financial Knowledge and Compare it to others in Wisconsin and Nationally
5 questions 
from the FINRA Investor Education Foundation


 

Women's Financial Fluency Expert Group: Mary Jo Baas (Women's Council Chair), Ellen Bernards (Greenpath Debt Solutions), Jayne Black (Women & Retirement Expert), Nicole Bowman (Bowman Performance Consulting & WWC Board), Mary Chandler (BMO Harris Bank), Amy Crowe (Summit Credit Union), Amber Miller (WWBIC), Karen Katz (EO Johnson Office Technologies & WWC Board), Julie Larson (YWCA Madison), Erin Olson (CAP Services, Inc.), and Ginny Schroeder (Goodwill Industries North Central Wisconsin).  Jessie Steinhauer, Project Assistant, Women's Council.

 

Find more online financial resources, by Topic

  • Resource Directory (all)

  • Budgeting

  • Government Resources

  • Identify Theft Protection

  • Investing

  • Reducing Expenses

  • Retirement Planning

  • Saving & Investing

  • More Financial Checklists!

  • Financial Education Programs and Events

  • Disclaimer