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How a Financial Planner Can Help You...and How to Choose the Right One (PDF | 2.59MB)An introductory brochure to the financial planning process. Provides guidance on when to seek the advice of a financial planner and how to find one that's right for you. Available in Spanish. |
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Planning for the Stages of Retirement (PDF | 2.76MB)This brochure provides information on how to plan for retirement and various investment opportunities that can contribute to retirement funds. Available in Spanish. |
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20 Keys to Being a Smarter Investor (PDF | 582KB)Discusses the wise management of your investments. Not designed to help you predict the next market boom or decline, but to educate about time-tested investing principles and techniques that can allow you to realistically achieve your financial goals. |
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Thinking the Unthinkable: What Everyone Needs to Know About Estate Planning (PDF | 2.10MB)Did you know that you already have an estate plan? The only question is whether it is the estate plan you want — the one that's right for you and your family. |
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Choosing the Right Insurance for Your Life Stages (PDF | 240KB)This brochure is a guide to help the public become more aware of the variety and costs of insurance available and to ensure proper coverage. |
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Financial Planning for a Home of Your Own (PDF | 1,286KB)This brochure can help you get started on the path to homeownership by exploring some of the financial considerations involved in buying and owning a home. |
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How to Survive Financially After a Job Loss (PDF | 3.4MB)Provides step-by-step information on what to do immediately after losing a job and how to handle future finances. |
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Timeless Tax Planning in a Changing Tax World (PDF | 297KB)This brochure shows you how to be a tax "survivor." Whether you work with a tax professional or go it alone, you can become a more nimble taxpayer, able to avoid tax mistakes while employing timeless tax strategies and tips that can help you better meet your life's financial goals. |
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Coping with Death & Injury: Financial Considerations in a Time of Need (PDF | 220KB)Provides specific information on what to do immediately after the death or injury of a loved one and how to handle the long-term financial implications of death or injury. |
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Planning for the Costs of Higher Education (PDF | 12.8MB)Provides advice on how to save for your children's education and includes several investment options to consider. Available in Spanish. |
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Overcoming the Credit Barrier: Clearing the Way to Your Financial Goals (PDF | 402KB)Managing credit is a challenge that cuts across all socioeconomic lines. This brochure, created by FPA, the National Endowment for Financial Education (NEFE), and the National Foundation for Credit Counseling (NFCC), offers a step-by-step approach to help you improve your credit record. |
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Planning for Long-Term Health Care (PDF | 2,077KB)Provides advice on how to plan for your long-term care or the care of a loved one. |
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Financial Planning and Your Small Business (PDF | 203KB)Discusses the importance of financial planning related to owning and operating a small business. |
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