Information Sheets

Checkbook Ledger

Have you run out of check registers? Or, maybe you just prefer to use your computer? Use this handy register to reconcile your account.

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Insurance Needs

How much life insurance do you need? What is reasonable and customary? This worksheet will guide you in making basic life insurance decisions.

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Mutual Funds

Mutual funds are investments into which many investors pool their money and a group of professional advisers invests it for them—usually in the stock or bond markets. This guide explains the benefits and risks of this investment vehicle.

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