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Beneficiary Checklist
Ensure Your Beneficiary Designations Reflect Your Wishes

Are your beneficiary designations for your retirement accounts up-to-date? You should periodically review your designations to protect the ones you love and ensure your intentions upon death are clear.

Executor Checklist
Successfully carry out your appointed duties

Settling the affairs of a loved one who dies is an important responsibility that requires time, patience, and a certain amount of organizational skill. An executor is charged with sorting out the finances, paying debts, and dividing what remains among beneficiaries.

7 Keys to Investment Success
Unlock the mystery of building long-term wealth

Building your wealth is a long-term process that takes time and a willingness to learn. It involves more than just investing in the right stocks and bonds or trying to pinpoint when the best time is to buy and sell.

Women & Investing
A Financial Guidebook For Women

Women investors face special challenges that make financial literacy and advanced planning especially important. Women are more likely to outlive their husbands, or be disproportionately affected by a divorce, making long-term financial strategies especially critical.

Vital Records Worksheet
Resolve to Get Your Affairs in Order This Year

Our lives, in many ways, can be recounted through aspects of our personal records and other important legal documents. Yet, when the time comes, can these critical papers be easily found? With a little preparation and planning, this information can be readily available at your fingertips.

Navigating Life Transitions
Align Your Changing Priorities With Your Money

A great financial plan is one that aligns your priorities with your money. But what happens when your priorities change? While every life transition poses its own unique set of challenges, a few guidelines can be applied to successfully navigate a course change life throws your way.

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