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Here is a list of some useful materials on various financial planning topics. If you have suggestions about other information you would like us to include, please send an email to


Planning for Sucess: A Guide for the Financially Perplexed, Hexed & Distressed
A short PowerPoint designed to help young couples get off to the right start


Investment Advisers: What You Need to Know Before Choosing One


A publication from the United States Securities & Exchange Commission

Checklist: Preparing to Help Aging Parents
A list of steps children can take to help their parents manage their affairs as they age


Checklist: Financial Hygiene
Basic steps to improve your financial health



Saving for College Education
Tax-advantaged alternatives for college savings 



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