Education

This page includes helpful links and documents to help guide you on the path to making great financial decisions.

Click on the photo to access the links!

EDUCATION
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Estate Planning Document

Planning your estate does include answering some tough questions. Use our checklist to make the process easier.

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Everyday Budget

Try our simple budget to get in control of your finances.

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Required Minimum Distribution

Simple calculator for figuring out your Required Minimum Distribution (RMD) from your qualified tax retirement accounts.

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Mortgage Terms You Should Know

These are terms that you should know before applying for a mortgage.

Personal Information Form

When scheduled for an appointment this form will help assist us with pertinent information about your unique situation. Filling this out prior to your appointment will help to expedite our time together.

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Estimate Your Social Security

Go to this link and create an account. You'll be able to find out how much your Social Security will be when you start collecting.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Penny Lane Financial and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Insurance products and services are offered through Penny Lane Financial LLC.