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Can You Fund Your Goals?
College funds? New or second home? Maintaining or increasing your standard of living in the future? How much do you want to travel each year? Do you want a new boat? How often can you afford a new car? Do you have enough life insurance? Will the surviving spouse have enough income?
The Retirement Lifestyle Book and online Goal Wizard helps you identify and manage your goals.
College Savings Plans
For an introduction to 529 plans, try the U.S. Securities and Exchange Commission website here.