Personal Financial Values Worksheet
Start thinking about financial values in terms of goods and services – what’s important to you and your spouse and how they differ.
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Plan
Plan
Learn how to lay the foundation to achieve your financial dreams.
- Learning Guide
- Financial Game Plan
- Financial Health Assessment
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Budget & Savings
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
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Credit & Debt
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®
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Major Purchases
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
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Insurance & Protection
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
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Invest for the Future
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
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Estate Plan
Estate Plan
Understand the importance of planning your estate and leaving a legacy.
- Estate Plan Goals
- Learning Guide
- Prepare Your Legal Documents
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Life Events
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.