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Free Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Copy & paste or type in the Life Guide you need below, and we will send you a copy.

  • The Affordable Care Act»
  • Managing Your Financial Life »
  • Marriage and Money »
  • Teaching Kids About Money »
  • Paying for College »
  • What to Do If You Lose Your Job »
  • Dealing with Divorce »
  • Thinking About Retirement »
  • Retirement and Social Security »
  • Retirement and Medicare »
  • Planning Your Estate »
  • Special Needs Children »
  • Moving Day »
  • Protecting Your Business »
  • Business Continuation »
  • Emergency Planning Guide »
  • When a Loved One Dies »
  • Managing an Inheritance »