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Thursday, May 15, 2008

Finance

Financial Planning Tools and Resources

Find MOAA's financial calculators, tax guide, and other valuable resources all in one convenient place!

Insurance and Risk Management

Review your insurance coverage, including life, disability, home, auto, umbrella liability, and long term care. Visit our Insurance and Risk Management section to learn more about the insurance you need to have in place.

Investment Planning

It's never too early to start saving for your future. MOAA helps you develop an overall investment plan that supports your goals, while staying within your investment time horizon and risk tolerance.

College Funding

If you have children, develop a college funding plan to help cover higher education expenses.

Estate Planning

Review your estate plan to ensure that your will, living will, health care power of attorney and other estate planning documents (revocable living trusts and durable power of attorney) are up-to-date and valid.

Retirement Planning

MOAA helps you develop a retirement funding plan that covers when you plan to retire and how much you will need to support your retirement lifestyle.

Real Estate

Whether you are looking to buy a new home, sell your current home, or get help with your mortgage or home finance issues, MOAA has the answers to your real estate questions.

Just for Members

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PenFed Financial Offers

Take advantage of MOAA's low-rate credit card, bank deposits program, annuity shopping service, and financial planning advice.