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Year-End Financial Planning Checklist
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The RetirementQuest Interactive Map is a planning tool designed to help users gain a firsthand understanding of the financial planning process as viewed by creator John Hauserman, CFP®. The material is presented in a simple format and can be used in the comfort of your home and at your own pace.
Our Resources page provides links to helpful information and websites, including free government publications, the Certified Financial Planning Board's Guide To Financial Self Defense, and our Tools to Consider site (a must-read for investors), which details various investment products in an unbiased pro/con format.
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Check out John Hauserman's book, RetirementQuest: Make Better Decisions, available at Amazon and other book retailers. This easy-to-read volume takes a fresh look at the investment landscape. John overlays basic financial planning tenets against the influences of the modern day, sound bite world, questionable financial industry practices, governmental tinkering, and the historical basis for the shared "boomer psyche."