Financial Management

The AIA recognizes the tough times we’re in. Whether you’re looking at your personal or professional finances, it’s time to rethink how you manage your money. We’ve assembled these resources, tips, and tools to help you keep control of your finances.

Personal Finances

Planning Tools for Life Stages:
     Starting to Save (ages 22-34)
     Building Wealth (ages 35-49)
     Thinking about Retirement (ages 50-64)
     Living in Retirement (age 65+)

Smart Questions for Your Credit Card Company
Here’s what to ask about the fine print to get
the best deal.

Perks of Membership Discounts
Are you missing out on the top bargains from work and memberships?

Your Credit Score  
Discover what it is and why it matters. 

Surviving a Bear Market
Get answers to some of the most commonly asked financial questions.

Home Budget Analysis
How does your paycheck get spent each month—and what's left for your savings?

How to Create Retirement Income
Here’s a simple method to create your retirement income.

Retirement Plan Loan Calculator
Here's a simple tool to answer the question: Should you borrow from your employer plan?

Why It's Time to Buy Stocks
After being overpriced for more than a decade, equities now trade at sensible—but not bargain—prices.

Professional Finances

10 Absolutely Must-Follow Cash Flow Rules
Take control of your cash flow using these rules.

Smart Questions for Your Accountant
Discover some year-end moves that can help you save a bundle.

Planning Your Business
Discover how to create a winning business plan.

Why U.S. Banks Aren’t Lending
When will banks start lending again?

Cash Management Basics
Cash is your firm's lifeblood. Managed well, your firm can remain healthy and strong.

Winning Government Contracts
With the slowing commercial, it’s time to turn to the government sector.

Managing Your Cash Flow
A healthy cash flow is an essential part of any business.

Managing Your Business Finances
Review the basic concepts of financial management.

Controlling Your Taxes
Keeping abreast of your obligations to federal, state, and local tax agencies is no small matter.

Protecting Your Assets
Asset protection planning can help you avoid any worst-case scenario.