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Resources
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Knowledge is power—and the first step toward confident decision-making.
This curated collection of resources is here to help you get organized, stay informed, and feel empowered as you plan your financial future.
You’ll find downloadable PDFs, helpful checklists, investment tools, and trusted links to key financial organizations. Whether you’re preparing for retirement, managing investments, or simply looking to understand your options, these materials are here to support you—every step of the way.
Financial planning encompasses a wide range of strategic personal and retirement goals such as legacy planning, family support, healthcare, insurance, and charitable giving. Below are some tools to help you get organized.
Forms
- Monthly Budget Sheet Download File
- Financial Goals Worksheet
Download PDF - Financial Fitness Quiz
Download PDF - Net Worth Statement
Download PDF - Personal Document Locator Form
Download PDF - Savings Goals Work Sheet
Download PDF - VA: Advance Directive Download PDF
Checklists
- Caring for an Aging Parent Checklist
Download PDF
- Estate Planning Checklist
Download PDF
- Nearing Retirement Checklist
Download PDF
Divorce
- Checklist Prior to Divorce
Download PDF - Checklist for the Recently Divorced
Download PDF - Divorce & Debt
Download PDF
Retirement
- Financial Inventory
Download PDF - Legacy Box interview questions
Download PDF - Record-Keeping Guide - What to keep and what to shred!
Download PDF - S.M.A.R.T. Goals
Download PDF - Taxation and Long-Term Care Insurance
Download PDF
Key Numbers 2025
- Key Numbers 2025 Download PDF
A successful and rewarding retirement requires you to plan ahead in order to help ensure that you have sufficient retirement income to last you for your entire retirement. Determining your retirement income needs requires a discussion of the various stages of retirement planning, including pre-retirement, the transition into retirement, and retirement.
- Bonds, Interest Rates, and The Impact of Inflation
Download PDF - Developing A Distribution Strategy
Download PDF - ETF’s in Portfolios
Download PDF - How to Invest Your Portfolio Using Passive and Active Management
Download PDF - Should You Pay Off Your Mortgage or Invest
Download PDF - The Split Annuity
Download PDF
Class Resources
- Beginners’ Guide to Financial Statement
- Your Social Security Statement
- Maintaining Your Financial Records
- Organize Your Loved One’s Financial Records
- Creating a Home Inventory
- Managing Your Business Records
- Loss of Spouse Organization Tips
- Interview Questions
- Single and Planning for Retirement?
- Rebuilding your Buddy Network
- Why you should volunteer in retirement
- How to Retire Single Without Being Isolated
- Rethinking Your Retirement Plans After the Loss of Your Spouse
- Retirement Income Worksheet
- Key Financial Terms
As you approach retirement, your attention is shifted from the accumulation of assets to discussing ways in which those assets can be converted into a stream of income to last throughout your lifetime. Retirement planning is all about managing risk: inflation, market, and/or longevity risks. As distribution specialists, our focus is on efficient, lower-cost investments geared toward risk-sharing, security of principal, and plan reliability.
- 10 Ways Baby Boom Women (and Men) Can Save Themselves
Download PDF - Annuities A Fair And Balanced View
Download PDF - Developing A Distribution Strategy
Download PDF - Estimating Your Income Retirement Income Needs
Download PDF - Pension Max Concept
Download PDF - Reaching Retirement Now What?
Download PDF - The Split Annuity
Download PDF - Women and Retirement Planning
Download PDF
Women have unique financial needs. Statistics say that 85% or more will be on their own financially at some time. Some women never marry, some divorce and some will outlive their husbands.
Information and knowledge are powerful, but money and health provide choices in life. Therefore women, as well as men, need to learn about the financial planning process in order to make wise and informed decisions.
- 10 Ways Baby Boom Women (and Men) Can Save Themselves
Download PDF - Checklist for the Recently Divorced
Download PDF - Checklist Prior to Divorce
Download PDF - Divorce & Debt
Download PDF - Divorce and Risk Management
Download PDF - Emotional Uses of Money
Download PDF - Merging Finances After Marriage
Download PDF - Nine Steps to Raising Money Smart Kids
Download PDF - S.M.A.R.T. Goals
Download PDF - Teach Your Children Well
Download PDF - The Joys and Financial Challenges of Parenthood
Download PDF - Women and Money: Taking Control of Your Finances
Download PDF - Women and Retirement Planning
Download PDF
Trusted Financial Education & Oversight Resources
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The Financial Industry Regulatory Authority (FINRA) is the largest independent regulator for all securities firms doing business in the United States. FINRA’s mission is to protect America’s investors by making
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The SEC is responsible for implementing a series of regulatory initiatives required under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
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The Women’s Institute for a Secure Retirement (WISER) is dedicated to the education and advocacy that will improve the long-term financial quality of life for women.
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