The Financial Sourcebook
The Financial Sourcebook is a financial plan and organizer designed to put your finances together in one easy-to-access binder. Financial plans cover your retirement, investment, estate, insurance, education funding and other objectives. The Sourcebook includes sections for most of your financial information along with tax tables, explanations of financial topics and more.
In addition, your plan is available online where you can view the current outlook and see the impact of changes in the investment markets, retirement dates, inflation, and other variables. Log in any time to see how higher tax rates, a stock market correction, different Social Security strategies, or higher health care costs may affect your retirement standard of living.