Spanish Content Service

Financial Wisdom now offers financial educational content in Spanish for use on your website, in newsletters and other marketing efforts. Use the articles as you wish with references to your products and links to other web pages.

Use the articles as you wish - on your website, in newsletters and other marketing activities. Modify them to include your products and services. Add links to direct website visitors to other parts of your site.

Our Spanish Content Service includes almost 70 articles and a series of 9 financial and personal worksheets. See the listing below.

Our Spanish Content service is offered on an annual subscription basis and includes an initial CD with three quarterly updates. Updates will include new content added to the service as well as updates to existing articles to reflect changes in the the financial environment and changes in tax rules. The service costs $4000 per year and includes full use of the content for the annual subscription term. Individual articles are available from the Online Content Store.

Current articles in our Spanish Content Service:

General Financial Articles
Developing a Financial Strategy
Developing and Using a Wise Borrowing Strategy
Planning For Your Financial Life Stages
Preparing for Major Financial Events
Reducing Your Debt Burdens
Review Your Credit Report
ATM Security and You
Choosing the Right Accounts for Your Cash
Building a Ladder of Savings Certificates
Direct Deposit of Payroll and Government Checks
Evaluating Credit Cards
Guidelines for First Time Credit Card Users
Don't Let Anyone Steal Your Credit Identity
Ten Reasons to Consider Online Banking
Building a Savings Cushion
Tips for Organizing Important Papers

Home and Residence Articles
Before Buying Your First House
Accumulating a Down Payment on a Home
Evaluating Mortgage Types
Should You Refinance Your Home Mortgage
Home Equity Loans
Income Tax Implications of Home Ownership
Renting an Apartment

Insurance Articles
Understanding and Evaluating Life Insurance
Getting the Life Insurance You Need -
What to Look For in a Homeowners or Renters Insurance Policy
Understanding Auto Insurance
Review Your Insurance Deductibles
Umbrella Insurance Policies
Disability Insurance
Long Term Care Insurance
Have an Insurance Strategy

Investing Articles
Asset Allocation
Financial Market Indicators
The Dow Jones Industrial Average
Investment Portfolio Diversification
Building a Stock Portfolio
Investing in Mutual Funds
Dollar Cost Averaging
Investing in Bonds
Interest Rate Risk
Investing in Municipal Bonds
Investing in US Treasuries
Make Sure Your US Savings Bonds Are Still Paying Interest

Retirement Articles
An IRA Refresher
IRA or Roth IRA?
Take Advantage of Your Employer's 401(k) Plan
Taking Money Out of Your IRA
Reviewing Your Options for a Retirement Plan Distribution
Understanding the Social Security System

Income Tax and
Estate Planning Articles
Understand the Tax Implications of Financial Decisions
Developing an Effective Income Tax Strategy
Year Round Tax Savings Strategies
The Power of Tax Deferred Compounding
Taxable, Tax Advantaged, Tax Deferred and Tax Free
Charitable Giving Strategies
Consider Charitable Contributions of Appreciated Stock
The Basics of Estate Planning
Making Annual $11,000 Gifts
Revocable Living Trusts
Consider a Life Insurance Trust

Issues Facing Parents Articles
Custodial Accounts for Children
The Kiddie Tax or How Children Are Taxed
College Funding Options
Talking to Young Children About Money
Investing College Funds
IRAs for Teens

Worksheets Available
in Spanish
1. Personal Balance Sheet
2. Household Spending Analysis
3. Home Ownership Information
4. Inventory of Household Belongings
5. Insurance Policy Information
6. Retirement Plan Information
7. Federal Income Tax Information
8. Personal Contact Information
9. Locations of Important Papers