Resources - Aznar Financial Advisors, LLC

Resources

Current Articles

Click to Download these Financial Services Documents

Four Risks to Your Retirement Future
How Much Life Insurance do you Need?
Five Reasons for Having an IRA
Simple Steps to Help Reduce Credit
Card Debt
Estate Planning: The Rules Change Again
A One Year Checklist to Retirement
Buying Used is Smart in Any Economy
Getting Ready to Sell Your House
Tax Planning for 2010 Down to the Wire
Is Paying Extra on Your Monthly
Mortgage Always a Good Idea?
10 Things You Must Do to Baby-Proof Your Finances
Ten Things to Know – and Ask — About
Long-Term Care Insurance
Why Parents Should Give Their College
Students the Gift of Professional
Financial Planning
The Need for Financial Planning for
Special-Needs Kids
The Smart Way to Review — and Improve — Your Retirement Holdings
What is the Right Amount to Withdraw from Your Retirement fund each year?
Keeping Your Credit Score Healthy
Planning for a Child’s Private School
Education
Feel Like Un-Retiring? How to Prepare
Why 2010 is the Year You Should Pay
Closer Attention to Your Estate Plan
How Much Term Life Insurance Should You Buy?

Client Forms

1. CONFIDENTIAL QUESTIONNAIRE
In preparation for the Initial Consultation, we will send you a document request and an invitation to an online account aggregation system.

2. RISK TOLERANCE QUESTIONNAIRE
As we work together, we will ask you to complete a Risk Tolerance Questionnaire. We will use this information when we analyze your current investments and/or when we select new investments for you.