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Your Financial Planning Resource Center

Our resource center is designed to deliver value and support 
every step of the way as you pursue your financial goals.

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Managing Your Budget

Life Events

Having a baby?
How to adjust and plan for the future

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Debt Consolidation

Ways to
consolidate debt

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College Savings Plans

Need help choosing a college savings plan?

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Planning for Your Future

All About IRAs

IRAs - one of the most powerful retirement savings tools available.

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Saving for Retirement

Helpful savings tips to get you started

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Life Insurance

Buying Insurance: What Savvy Consumers Should Know

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Retirement Planning

The Basics of Retirement Planning

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A Retirement Income Roadmap for Women

You need a retirement income plan that's designed to support the retirement lifestyle.

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Pay Down Debt or Save for Retirement

If you're not sure you can tackle both, which should you choose?

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College Age Kids and Money

Important tips to help teach your college-aged child about money.

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Financial Planning Basics

How well do you understand personal finance? Take our quiz.

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Financial Basics for Millennials

Goal setting now for a better future. 

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Tax Planning

Qualifying for the Home Office Deduction

Does your home office tax deductible?

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Tax Withholdings

Are you withholding enough taxes?

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Surviving an Audit

Surviving an Audit

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Beyond the Basics of Retirement Planning

If your priority is to build a retirement plan, keep in mind it is easier than it used to be, thanks to the many tools and resources available today.

These articles may be very beneficial to you:

happy retirement written on chalk board

Calculators

Retirement Planning

Retirement Savings Calculator

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Saving for College

Save for College Calculator

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Contact Us

Creating a successful financial plan can be challenging. Let our team of professionals take your goals to build your financial roadmap.

Our team provides the highest quality personalized service, sound advice, and access to a wide range of flexible investment products that can be tailored to your individual needs.

Locate an IBERIA Financial Services Representative or call us today at (800) 823-9666.

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