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Personal Finances

Mastering your personal finances

There are many aspects to successfully managing your personal finances. These materials can help you learn about the importance of financial planning for your future and how to get the best results from your investments. There are tools to help determine net worth and the best way to manage debt.

Videos

Financial Planning: Helping You See the Big Picture

Articles

Active vs. Passive Portfolio Management

After the Military: Tips for Your Financial Transition to Civilian Life

All About Credit Scores

Am I Having Enough Withheld?

Balancing Your Investment Choices with Asset Allocation

Debt Consolidation

Eleven Ways to Help Yourslf Stay Sane in a Crazy Market

Financial Planning: Helping You See the Big Picture

Getting Started: Establishing a Financial Safety Net

Handling Market Volatility

Income Tax Key Numbers

Inflation-Fighting TIPS

Investing Basics Presentation

Planning Lessons for Educators: Addressing Your Financial issues

Protecting Your Savings and Investments

Should You Pay Off Your Mortgage or Invest

Calculators

Buying a Home (Mortgage Payment) Calculator

Debt Payoff Optimization Calculator

Investor Profile and Asset Allocation Calculator

Loan Amortization Calculator

Net Worth Calculator

Personal Cash Flow Worksheet

Retirement Planning
Saving for College
Personal Finances
Insurance & Protection
Employee Benefit Health Plans
Social Security & Medicare

IMPORTANT DISCLOSURES

The information presented here is not specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable--we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

  • Retirement Planning
  • Saving for College
  • Personal Finances
  • Insurance & Protection
  • Employee Benefit Health Plans
  • Social Security & Medicare
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