Articles
- Where Do I Start?
- Getting a handle on my finances
- Thinking about saving
- What can I afford?
- Do I need professional help?
- How do I become an investor?
- Will I have enough for college and retirement?
- I don't speak English well. Who can help?
- What do I ask a professional the first time?
- What do CPA, PFA, and other accreditations mean?
- Can I check the background of my advisor?
- Am I getting the best service?
- Can I change financial advisors?
Step 1: Identify your income
Don't overlook all your potential sources of income:
- Paycheck from your full-time job
- Part-time income
- Social security benefits, pension benefits, life insurance benefits
- Child support or alimony
- Interest earned on investments
If you've recently lost your spouse or your job, remember to find all possible sources of income, including:
- Funds offered by relief agencies such as the Red Cross
- Social Security survivor benefits
- State unemployment compensation
- Your spouse's personal and company life insurance policy proceeds
- Pension and compensation benefits from your or your spouse's and past employers
For more detailed information on how to identify and apply for benefits.

