Education Center

Financial Education at your fingertips: FREE downloadable "Quick Guides", Connect to the people who can help, and find just the answers you need with your personalized Financial Checklist.

- Sending children to college
- Financial Aid
- Savings vehicles
- Savings bonds
- IRAs
- Annuities
- Retirement income
- Make your Savings Last
- Getting Started
- Is your Spending out of Control?
- Income and Expenses
- Evaluating your Credit
- Your Housing decision
- How much can you afford?
- Mortgage financing
- What is a closing?
- Introduction
- Your new baby
- Divorce and remarriage
- Taking care of elderly
- Managing Investments
- Changing Jobs
- Distributions
- 403(B) / 457 Plans
- Medicare
- Social Security
- Investment Strategy
- Plan Distributions
- Disability Insurance
- Life Insurance
- Health Savings Accounts
- Long-Term Care Insurance
- Basic Investing Strategies
- Are Fixed Annuities for you?
- Watching the market
- Age and diversification
- Cash management
- Borrowing
- Cash Flow
- Insurance
- What is a basic will
- Provide for your loved ones
- Estate and Gift taxes
- What's your estate worth
- Introduction
- Knowing where you stand
- Your Job Search
- After you find a new job


Securities offered through INFINEX INVESTMENTS, INC.
Member FINRA / SIPC. Southern Heritage Financial Services is a subsidiary of Southern Heritage Bank. Infinex is not affiliated with either entity.

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