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FPA Services

For the Workplace

Learn how financial preparations can ease weather-related disasters

Saving for Retirement

Saving for retirement Rising costs and life expectancy make saving tricky.

Getting Married

Getting married See how financial planning can help marital bliss.

Losing a Job

Losing a job Learn how to survive financially until you're employed again.

Want to Fight I.D. Theft? Be Careful How You Treat Your Information in the Real and Virtual Worlds

CHECKLISTS

Are You Ready for Retirement? (PDF | 15KB)

Are You on Course to Send Your Children to College? (PDF | 25KB)

Have You Recently Experienced a Job Loss? (PDF | 37KB)

Question of the Week

We financed our house with a three-year adjustable rate mortgage (ARM). We are now stuck making minimum payments, which is resulting in negative equity on our home loan. Do you have any advice to refinance our home under different terms?

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FPA in the News

FPA Featured in Special Wall Street Journal Advertising Sections (PDF | 3.2MB)

Financial Planning Week

Don't miss the seventh annual Financial Planning Week, October 6-12, 2008.