Resource Library

This five-page booklet and two accompanying worksheets offer basic investor information, such as the value of saving small sums everyday, five types of savings and investment risks, and the difference between stocks and bonds. With this foundation, consumers can develop long-term investment plans to reach their financial goals.

This booklet addresses decisions you make throughout your lifetime, such as choosing a career, getting married, having children, buying a home, and starting to save and invest. It identifies the impact that such decisions have on your future financial security and creates a "road map" for addressing such scenarios and identifies the steps you can take throughout your lifetime to ensure a more secure financial future.

This brochure discusses the wise management of your investments. Not designed to help you predict the next market boom or decline, the brochure educates you about time-tested investing principles and techniques that can allow you to realistically achieve your financial goals.

Variable annuities have become part of the retirement and investment plans of many Americans. This booklet provides a general description of variable annuities, including what they are, how they work, and the charges you will pay.

The You First series aims to encourage Baby Boomers (born between 1946-1963) to address their financial needs and plan for a secure future. These booklets will help individuals actualize their goals and dreams, and implement new strategies based on their ever-changing needs. Other handbooks in the You First series are: "A Pension That Will Place You First," "A New Career That Will Place You First," "Placing You First Within Financial Transitions," and "Caring for the Long Term, You First Need Knowledge."