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Think of this as Financial Planning 101. You’ll find the tools, guidance and resources you need to begin your journey toward financial fitness.
- Budgeting and Spending
Budgeting doesn’t have to be tedious, boring or time-consuming. And keeping an accurate record of money in versus money out will help you achieve your financial goals with ease and efficiency.
From managing credit cards to building and repairing your credit score, here’s what you need to know in order to use credit wisely.
- Elder Care
Providing or arranging care for an aging loved one, spouse or friend often presents financial hurdles. And although you may not expect to confront these issues today, it’s best to be proactive and be prepared to step up to the plate when the time comes.
- Estate Planning
Regardless of your age, assets or net worth, it’s critical to have a solid estate plan in place. Your heirs will appreciate your efforts – they’ll be protected from financial chaos in the event of your untimely death or incapacitation.
- For Women
Statistically, women live longer, earn less money, and take more breaks from their career to care for children and elderly parents than men. Their financial planning presents a unique set of challenges and opportunities.
Disability insurance. Life insurance. Home insurance. Auto insurance. Health insurance. These days, everyone and everything needs to be insured, and plan options are often confusing and stressful. We’ll walk you through the basics here.
- Identity Theft
Knowledge is power when it comes to identity theft crimes. The more you know, the better protected you’ll be.
Financial products have the potential to be downright confusing, even to the most well-informed investor. However, proper investing is a great way to keep your earned dollars working toward retirement, college and other savings.
- Retirement Planning
From Social Security benefits to responsible 401(k) withdrawals, you’ll find the tools and resources you need to begin securing a stress-free and comfortable retirement.
In this section, you'll find basic tax information and tax-trimming tips to help you map out your taxes, get the refund you deserve and sail smoothly through tax season.