Guides

Get documents in order and make wishes known with these helpful guides

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Retire Happy: A Simple Guide to Your Next Big Adventure

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy.

Essential Planning Guides

Survivors Guide: Financial & Legal Document Organizer

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Helpful Hints for South Florida Seniors

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Estate Planning: Passing on Your Values and Valuables

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Caregiving Planning & Resources

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Checklists & Calendars

2019 Key Financial Data

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2019 Retirement Calendar Checklist

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The Conversation Project: Helping People Talk About Their End-of-Life Wishes

Your Conversation Starter Kit

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Your Conversation Starter Kit: For Families and Loved Ones of People with Alzheimer's Disease or Other Forms of Dementia

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How to Choose a Health Care Proxy & How to Be a Health Care Proxy

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Focus on LGBTQ

Helpful Hints for LGBTQ Seniors

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Create Your Care Plan: An LGBT Person's Guide to Preparing for Medical Procedures

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Prepare to Care: A Planning Guide for Caregivers in the LGBT Community

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Caregiving in the LGBT Community

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