

- The onUp Challenge
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- What it's all about
- Values Challenge
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Confidence Clearing: Start your savings1
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Organization Oasis: Build your budget2
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Lender's Ledge: Scale past your debt3
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Risky River: Create your safety nets4
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Wealth Waterfall: Invest for your future5
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Home Buying Hollow: Manage your home6
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Happiness Heights: Harness your potential7
- Need help? Send us an email.
Land 4: Risky River
Your challenges
Find a safe crossing
It’s easy to climb past obstacles that are right in front of you. What about the hidden ones that might be further down the road? If you think it’s impossible to plan for the unknown, think again!
Ready to earn your Risky River badge?
Explore these tips, advice and tools to become a Risky River pro! Then, put it all together where you'll map it out, think it through and take a quiz. Finally, take action! Accept the challenges in the Risky River Challenges box above.
Ready, set, go!
Build your estate planning checklist
Be in control of the things that matter most to you
WATCHStep one: Insurance. Step two: Estate plan.
Insurance is a solid first step to providing financial security, but consider estate planning for a full financial plan
MoreInsurance: Are you covered for what you need?
Balance financial confidence with having the right coverage you need
MoreOwn a car, a bike, vintage comic books? Hello, estate plan
Here are some important steps you can take toward smart estate planning
MoreThe importance of planning ahead—right now
Start planning for “what if?” and take the question out of your mind
MoreYou’re the boss—Take care of what you leave behind
Plan ahead so you can take care of what matters most, even after you’re gone
MorePut it all together








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