Your Financial Foundation in Your 40s
Podcast listener learning path · Free basic education
A basic course for people in their early 40s who want to coordinate family protection, accessible savings, major purchases, and retirement. Read the five short lessons in order. Keep the exercises in your own records; the final step is the Financial Assessment Form (FAF).
Start here
Understand the concepts first. Then use the FAF to help us evaluate your circumstances. You choose whether to take a further step.
This course has five separate lessons. Use the lesson menu below or the Continue button at the end of each lesson. The FAF is available at the end of Lesson 5.
General education only. Review financial, tax, legal, and insurance decisions with appropriately qualified professionals.