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Financial Education at your fingertips:

- FREE downloadable "Quick Guides".
- Connect to the people who can help.
- Find just the answers you need with your personalized Financial Checklist.

Paying For College

- Sending Children to College
- Financial Aid
- Savings Vehicles
- Savings Bonds

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Investing For Retirement

- IRAs
- Annuities
- Retirement Income
- Make Your Savings Last

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Cash & Debt Management

- Getting Started
- Is Your Spending out of Control?
- Income and Expenses
- Evaluating Your Credit

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Buying & Selling Home / Real Estate

- Your Housing decision
- How Much Can You Afford?
- Mortgage Financing
- What is a Closing?

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Major Life Events

- Introduction
- Your New Baby
- Divorce and Remarriage
- Taking Care of Elderly

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Your 401(k)

- Managing Investments
- Changing Jobs
- Distributions
- 403(B) / 457 Plans

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Getting Ready To Retire / Retired

- Medicare
- Social Security
- Investment Strategy
- Plan Distributions

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Protecting Your Wealth / Health / Home

- Disability Insurance
- Life Insurance
- Health Savings Accounts
- Long-Term Care Insurance

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Investing & Investments

- Basic Investing Strategies
- Are Fixed Annuities for You?
- Watching the Market
- Age and Diversification

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Running Your Business

- Cash Management
- Borrowing
- Cash Flow
- Insurance

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Planning Your Estate

- What is a Basic Will
- Provide for Your Loved Ones
- Estate and Gift Taxes
- What's Your Estate Worth

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Career Transition

- Introduction
- Knowing Where You Stand
- Your Job Search
- After You Find a New Job

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Investment and insurance products and services are offered through Osaic Institutions,Inc.

Member FINRA / SIPC. Osaic and Friend Bank are not affiliated. Products and services made available through Osaic are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.