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Check out these assessment tools from our partner NaviPlan® which help you prepare for major life events.
Retirement Assessment
Retirement means different things to different people. No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. Ensuring you have enough income and assets to live comfortably will allow you to retire from your job, not your way of life.
Major Purchase Assessment
If you are planning for a major purchase it’s important to increase your savings, do not delay, pay yourself first, and consider related costs.
Education Assessment
If you are planning to pay for your child’s education you should do your homework, understand the cost, explore your options, and start saving now.