Your New Job: Starting Your Financial Future

When you start a new job, taking the time to understand your options and making informed decisions can have a long-term impact on your financial wellbeing. This booklet covers: completing forms, employer savings plans, health insurance choices, spending and saving income, repaying and managing debt, and investing.

If you are an organization, educator, or citizen, and would like to order copies of the booklet, please contact us. State securities departments can order print and digital copies customized with their state-specific information.

Contact the IPT team here or preview the booklet here. Booklets are also available in Spanish.

Marriage & Money: Starting Your Financial Life Together

As you start your new life together, getting aligned on how to handle your finances is essential to a strong, positive union. Creating a financial plan as a team is one of the goals that you should put at the top of your to-do list, both for today and for the future.

If you are an organization, educator, or citizen, and would like to order copies of the booklet, please contact us. State securities departments can order print and digital copies customized with their state-specific information.

Contact the IPT team here or preview the booklet here. Booklets are also available in Spanish.

Military Guide to Money and Investing

The military offers unique resources and opportunities for servicemembers, and taking the time to understand your options and making informed decisions can have a long-term impact on your financial wellbeing.

If you are an organization, educator, or citizen, and would like to order copies of the booklet, please contact us. State securities departments can order print and digital copies customized with their state-specific information.

Contact the IPT team here or preview the booklet here. Booklets are also available in Spanish.