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Select Quick Guides

Are you looking for information on specific financial topics that are important to you and your family? Our Free Quick Guides can be easily downloaded to help educate yourself about the topics that may be important to you. Simply select any of the Quick Guides below that interest you.

Paying for college
College Funding "Quick Guide"
Saving for retirement
401(k) Rollovers "Quick Guide"
Individual Retirement Plans "Quick Guide"
Retirement Plans for Self-Employed "Quick Guide"
Protecting your family's financial resources
Long Term Care Insurance "Quick Guide"
Life Insurance "Quick Guide"
Generating retirement income
Retirement Plan Distributions "Quick Guide"
Retirement Income "Quick Guide"
Making the right investment decisions
Mutual Funds "Quick Guide"
Variable Annuity "Quick Guide"
Fixed Annuity "Quick Guide"
Investing Basics "Quick Guide"
Tax Reduction Strategies "Quick Guide"
Building a sound plan for your estate
Making Critical Estate Decisions "Quick Guide"
Wills, Trusts & Probate "Quick Guide"
Understanding Estate Taxes "Quick Guide"


1 Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.