Asset Management

Although you probably have good knowledge of your household budget and confidence in your ability to manage your finances, there are many things people commonly overlook when it comes to long-term asset management. Whether you need to find someone who can help you with financial decisions, enact a financial power of attorney or decide when to start drawing down Social Security, the resources here can help you take control of your financial future.

GET STARTED

Find a Local Financial Planner
Visit www.fpanet.org, www.napfa.org or www.cfp-board.org to find a professional financial adviser near you who can help with retirement savings calculations, asset withdrawal decisions, investment of lump-sum distributions and other financial decisions.

See How Much You’ll Need for Long-Term Living
The Choos to Save Ballpark E$timate is an easy-to-use, interactive tool that helps you quickly identify approximately how much you need to save to fund a comfortable retirement.

Develop a Disability Security Plan
The Council for Disability Awareness offers a simple, five-step plan to help individuals understand and prepare for the financial impact of disability.

Enact a Financial Power of Attorney
A financial power of attorney gives someone the ability to make financial decisions for you and have access to your finances and property. Download a free POA form and consult with your attorney if you have questions.

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