PLANNING RESOURCES™
PLANNING RESOURCES™ AND EDUCATION
The financial issues that you face are as unique as you are. However, it's often unclear where to turn for advice that will help you make thoughtful choices. That's why we are here and that's why we developed an approach to help you hit the ground running as you establish the foundation that will support you through the rest of your life.
Resources:
New to the Workforce
Job Interview Preparation
Rent Vs. Buy
Rent Vs. Buy Calculator
First Time Home Buying Guide
College/Student Loans
College & Credit - Tips for Managing Your Money
Student Loan Consolidation
Insurance
How Much Life Insurance Do You Need
Life Insurance FAQs
401(k), Employer Benefits and IRA’s
Choosing Between an IRA and 401(k)
Roth 401(k) Vs. Traditional 401(k)
Planning for Singles, Couple and Families
Detailed Budget Worksheet
The Cost of Raising a Child
What to Expect (Financially) When You Are Expecting
Talking to Your Parents About Their Finances
Why Everyone Needs and Estate Plan