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Personal Financial Planning Guide ebook cover

Get our Personal Financial Planning Guide now!

Why financial planning?

Making sense of your finances is more important than ever in today's constantly changing economic environment. Having a plan for spending, saving, and investing your money can make a big difference in how well you'll be able to meet your financial needs and goals.

Like most people, you probably have numerous different financial goals—a new home, debt reduction, college, a dream vacation, your own business, a comfortable retirement, and others. Meeting those goals requires financial planning that considers all aspects of your financial life:

  • Spending and budgeting
  • Investment planning
  • Education planning (if applicable)
  • Retirement planning
  • Life insurance and disability planning
  • Estate planning

In this booklet, we look at all of these aspects and explain how to go about setting up your plan. Included are a number of worksheets that can help you along the way. We also discuss some specific planning strategies you may find worthwhile.

However, this booklet is not intended to take the place of our professional advice. You'll want to consult with us before using any of the planning tools or strategies we discuss here


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