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Personal Planning Resources

8 Personal Financial Planning Resources

The top personal financial planning categories are covered in depth. There are hundreds in our resource library for each topic of concern. If you do not find what you are looking for, drop us a note. 

Retirement

Start with your inventory of retirement resources as a reference while planning.

More on Retirement Planning

Investment

Begin with your inventory of investment resources as a reference while planning. Note the purpose for each asset.

More on Investment

Estate

Create a list of your Estate Planning documents., and the date they were last reviewed. 

More on Estate Planning

Glossary

Understanding personal financial planning can come down to your vocabulary. Contact us for clarity.

Link to Glossary

Income Tax

You'll always find opportunity in tax changes. The link 2018 Tax Changes explores many to consider for your situation. 

More on Income Tax

Money

Money management is about how you spend. Everyone spends differently on what they want. So chose wisely.

Money Balance

Tax Resources

The IRS regulations have more twists and turns than the Colorado River. They are just as dangerous too. Start your DIY research here. 

Link to Tax Resources

Lifestyle

Habits and choices determine how successful you will be with your personal finances. Here are some thoughts.

Lifestyle Thoughts