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E-Books and Education

We want you to feel empowered to make financial and insurance-related decisions. These resources are designed to help you grow, learn and succeed.

E-Books

Common Tax-Filing Errors to Avoid

Common Tax-Filing Errors to Avoid

Learn to better navigate the tax system.

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Don't Panic: Approaching the Market

Don't Panic: Approaching the Market

Learn helpful strategies to stay calm and controlled despite market fluctuations.

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59 1/2: Why is This Age So Important

59 1/2: Why is This Age So Important

Learn your retirement options and ways you can boost your retirement savings.

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Critical Understanding of Your Estate

Critical Understanding of Your Estate

Learn the critical elements worth considering when creating your estate strategy

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The 12 Steps to Living Confidently

The 12 Steps to Living Confidently

Let’s take 12 steps forward, one at a time, to set you on
a path toward living confidently.

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The Pros, Cons and How-Tos of Early Retirement

The Pros, Cons and How-Tos of Early Retirement

Retiring early only makes sense if you can do it confidently. Let's assess where you stand.

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12 Financial Hacks for Millennials

12 Financial Hacks for Millennials

This guide highlights your unique
financial challenges and offers creative ways to solve them.

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Ways to Take Charge of Your 401(K)

Ways to Take Charge of Your 401(K)

Gather powerful information that could potentially save you thousands in taxes and fees. 

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Unlocking the Treasures to Financial Wellness

Unlocking the Treasures to Financial Wellness

Learn how to prepare for uncertain moments that happen during a financial journey.

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8 Timeless Principles of Investing

8 Timeless Principles of Investing

Learn how to approach investing confidently and evaluate crucial market fluctuations.

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4 Critical Social Security Facts

4 Critical Social Security Facts

Learn approaches that may help you maximize your benefits. 

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Interactive 

Cash Stash Dash

Cash Stash Dash

Take a bite out of the Cash Stash Dash interactive experience below and see how subtle changes in savings can potentially help you secure a stronger financial future. 

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All Calculators

All Calculators

Our financial calculators can help bring clarify to your retirement planning, estate net worth, investments, insurance, personal finance, and lifestyle picture. 

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Want immediate help on these topics? Ask and an IPA team member will get in touch.