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Plan
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Plan

Learn how to lay the foundation to achieve your financial dreams.
- Learning Guide
- Financial Game Plan
- Financial Health Assessment
Budget & Savings
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Budget & Savings

Learn to track income, spending, and calculating savings for large or unexpected purchases.
- Budget
- Learning Guide
- Build a Budget
- Savings
- Learning Guide
- Save for Emergencies
Credit & Debt
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Understanding Credit and Managing Debt

Learn how proper use of debt and credit can help you achieve a strong financial foundation and future.
- Credit
- Learning Guide
- Understanding Credit
- Debt
- Learning Guides
- Managing Debt
- Debt Destroyer^®
Major Purchases
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Major Purchases

Learn key financial tips to make sure your next car or home purchase work as part of your bigger financial plan.
- Home Ownership
- Learning Guide
- Home Buying HQ
- Purchasing a Vehicle
- Learning Guide
- Car Buying Basics
Insurance & Protection
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Insurance & Protection

Learn about how to protect your finances and those of your loved ones before a catastrophe strikes.
- Property & Auto Insurance
- Learning Guides
- Auto Insurance
- Homeowners Insurance
- Renters Insurance
- Life Insurance
- Learning Guide
- Life Insurance Basics
- Consumer Protection
- Learning Guide
- Military Consumer Protection
Invest for the Future
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Invest for the Future

Invest today to strengthen your financial security for tomorrow.
- Retirement
- Learning Guide
- Saving for Retirement
- Investing
- Learning Guide
- Investing for Growth
- College
- Learning Guide
- Paying for College
Estate Plan
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Estate Plan

Understand the importance of planning your estate and leaving a legacy.
- Estate Plan Goals
- Learning Guide
- Prepare Your Legal Documents
Life Events
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Life Events

With each new milestone in family or military life, financial priorities can shift. Get expert advice about what to consider along the journey to set yourself up for success.
- MilLife Events
- New to the Military
- Moving (PCS)
- Preparing for Deployment
- Returning From Deployment
- Transitioning Out
- Military Survivor Benefits
- General Life Events
- Just Married
- Divorcing
- Becoming a Parent
- Caregiver Financial Journey

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Financial Health Assessment

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Financial Health Assessment

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Current Savings

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Monthly Savings and Investments

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Current Monthly Expenses

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Current Monthly Expenses

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Monthly Debt Payments

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Number of Completed Document Reviews

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