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Your Key Information

Organize and provide loved ones with necessary information in easy-to-use worksheets.

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What, Why and When to Shred Image
 

What, When, and Why to Shred

Helpful information on which documents to shred, as well as what should be saved and for how long.

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Spending Plan

This worksheet can be printed or used electronically to help sort your current expenses and income.

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Tax Information Image
 

Tax Information

 

2019 Financial Data 
2020 Financial Data

Identity Theft Image
 

Victim of Identity Theft?

A recovery plan.

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NYs 529 College Savings Program Image
 

NY's 529 College Savings Program

Offers college savings tax benefits, low contribution minimums, flexibility, and low costs.

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Social Security Administration

Government website with general information, answers to questions, forms, and much more.

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Tuition Rewards

A no-cost program we offer in partnership where points can be accrued and may be used toward tuition at certain colleges.

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This information is provided to you as a courtesy. We make no representation to the completeness or accuracy of information provided at these websites.