FPA offers resources designed to help individuals understand the importance of financial planning and the value of objective advice from a financial planner.
Retire Logix mobile app
Learn how various sources of income can cover your needs and wants during retirement. This tool will show if you are on track to meet your retirement goals and the impact that changes in the markets, your personal situation, and other factors may have to help you better plan for your future.
Do you have a unique financial situation you need help with? Request a money makeover.
Healthcare Expense Calculator
Calculate your out-of-pocket medical expenses during retirement.
Articles, Books & Checklists
FPA publishes articles, books and checklists that address a timely personal finance topics.
Brochures, Guides & Worksheets
FPA offers how-to guides, brochures and worksheets on a variety of topics including budgeting, retirement planning, starting a financial plan, and more.
Tip of the Week
Weekly tip that address a timely personal finance topic.
Audio, Video & Webinars
FPA provides audio, video and Webinars to help people navigate the variety of options, selections and considerations for managing finances.
As you begin your financial planning journey, we encourage you to visit these Web sites to learn more about financial planning.
FPA can identify a guest speaker to help educate your constituents on the value of financial planning. Whether you want an expert to talk with employees about retirement plans or you'd like to host a program for your members about developing a household budget, FPA speakers can address virtually any personal finance and money management topic.
Money 101 — The Basics
Money101thebasics.com is a FREE “no strings attached” web-based financial education resource designed to educate, empower and increase financial knowledge, skills and capability of low-moderate income and underserved populations. Users learn basic financial terms and concepts and how to apply them in day-to-day life.