General Information:
Getting Started on Getting Organized
The Wealth Care Kit -- "the National Endowment for Financial Education's Wealth Care Kit was developed as a practical plan toward taking charge of all that is important.  You will evaluate your current financial situation, identify both short- and long-term goals and develop a plan to reach them."  Sections include:  insurance, investment planning, income tax planning, retirement planning, and estate planning.  The kit provides a good overview of where to begin and an excellent assets and liabilities worksheet.

From AARP:

Money and Work  is AARP’s one-stop shop for information, tips, and more on money management.  It gives solid and reliable advice to both the novice and the experienced in handling financial issues.

A Primer on Personal Money Management -- for those who like all their information in one place, this 99-page workbook covers a multitude of questions and contingencies and provides worksheets for all your notes and calculations.

Money Matters: Your Guide for Financial Security -- a new, very simple and straight forward introduction to most of the topics in the area of financial security.  One of its best features is the listings of resources included on each subject.  AARP publication number D17548.

Write to:
AARP
601E Street, NW
Washington, DC 20049

Call: 1-800-424-3410, TTY: 1-877-434-7598
 

In many communities across the country, AARP Legal Services Network attorneys, or other approved affiliates, offer free Legal Checkup Seminars.  You can download the Legal Checkup Participant's Workbook for your state from the National Center on Poverty Law  website.  The workbook is designed to be used in conjunction with the Legal Checkup Seminar.  It is a compilation of state-specific information and questions designed to analyze the user's legal health.  Whether or not you attend a seminar, the workbook is a great tool and resource to help you get your legal/ financial affairs in order.  It covers all the important areas that will help you achieve financial security, such as record keeping, insurance, and estate planning.
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