FREE EDUCATIONAL DOWNLOADS
Access our collection of free worksheets and checklists designed to help you organize your financial life and prepare for important family conversations.
1. CHANGE YOUR LITERACY, CHANGE YOUR LIFE
Knowledge can change the way we make financial decisions. Explore the complimentary ebook Change Your Literacy, Change Your Life and start building a stronger foundation of financial understanding.
2. FEGLI QUICK GUIDE: WHAT FEDERAL EMPLOYEES SHOULD KNOW
A plain-English reference guide to help federal employees understand FEGLI Basic, Options A, B and C, living benefits, retirement reductions, conversion rights, beneficiaries and where to find official FEGLI information.
3. TOP 5 MYTHS FEDERAL WORKERS BELIEVE ABOUT LIFE INSURANCE
A guide to help federal employees understand the most common misconceptions about life insurance and how to make informed decisions for their family's financial security.
4. FEDERAL EMPLOYEE PROTECTION REVIEW
A comprehensive review of your current FEGLI coverage, designed to help you identify potential protection gaps and ensure your family is adequately protected.
5. FAMILY FINANCIAL AWARENESS CHECKLIST
A practical checklist to help you and your family assess your current financial situation, identify areas for improvement, and prepare for future financial needs.
6. THE BENEFITS OF HAVING A TRUST AND THE RISK OF NOT HAVING IT
An informative guide that explains the advantages of establishing a trust for your estate planning needs, as well as the potential risks and consequences of not having one in place.
7. THE RETIREMENT CONFIDENCE REVIEW™
A personalized review of your retirement readiness, designed to help you assess your current financial situation, identify potential gaps, and create a plan to achieve your retirement goals with confidence.
8. THE FAMILY BENEFICIARY CHECKUP™
A comprehensive review of your current beneficiary designations, designed to help you ensure that your assets are distributed according to your wishes and that your loved ones are protected in the event of your passing.
9. THE FAMILY PROTECTION SNAPSHOT™
A quick snapshot of your family's current protection status, designed to help you identify potential gaps in your coverage and ensure that your loved ones are adequately protected in the event of an unexpected loss.
10. THE ESTATE PLANNING READINESS CHECKLIST™
A practical checklist to help you assess your current estate planning status, identify potential gaps, and ensure that your family's financial future is secure and well-prepared for any eventuality.
11. TOD Deed VS Revocable Trust Informational Guide
A comprehensive guide that explains the differences between a Transfer on Death (TOD) deed and a revocable trust, helping you make informed decisions about your estate planning strategy.
12. Revocable Trusts And Probate Client Guide
An informative guide that explains the benefits of revocable trusts and how they can help you avoid probate, ensuring that your assets are distributed according to your wishes and that your loved ones are protected.