Free “Smart Money Management Workbook” from American Express.


Ran across this free financial workbook while surfing around… I don’t know much about it, but it’s free, so I signed up for one. Don’t put in your real phone number unless you like being called during dinner. I’m sure there will be something plugging their American Express Financial Advisors. I won’t go into it now, but watch out:

American Express Unit Pays $350,000 NASD Fine
Why brokers pitch the worst funds hardest


From the site, regarding the booklet:

“A well-thought out financial strategy can help you achieve your goals like - saving for a comfortable retirement, sending your kids to college or planning for a vacation home. But how do you get started? Request your free copy of the “Smart Money Management Workbook” It has worksheets, charts and quizzes to help you -

- Set financial goals
- Determine how much you’ll need to save for your goals
- Select an investment strategy that can reduce risk”


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Find more in Deals & Offers | 4/26/05, 10:39am | Trackback

Comments

  1. jp Says:

    Link fixed.

  2. Brian Says:

    I tried to get this workbook several months ago. They called me and tried to offer thier “services”. I declined, and told them I just wanted the workbook. Oh well. I’ll wait to see if someone else gets it to find out if its worth the hassle signing up again.

  3. Ma Says:

    Got mine..it short and sweet very helpful
    there’s something new for me in it on bonds its easy to understand

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