Your Personal Invitation

Please join us at the AAII Investor Conference in Orlando, Florida. This year's lineup of speakers and presentations will provide you with the tools, ideas and information you need to succeed in today's investment marketplace. You'll learn the evaluation technniques and strategies used by investment professionals, as well as gain valuable knowledge from our vast array of special programs, workshops and educational presentations.

This year's AAII Investor Conference will be held at the Loews Royal Pacific Resort in Orlando, Florida, where you will receive the perfect balance of investment education and relaxation.

Please note, this event sells out quickly.
Register now!

Key Speakers Include:

Click here for a full list of speakers/topics.

Financial Planning with AAII


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    AAII's Tax Guide

    Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.

Financial Planning Know-How

The 10 Myths of Retirement Planning

Retirement planning requires a clear-eyed analysis of future needs and income. Yet many individuals view retirement through rose-colored glasses.

Here are some of the most common myths and how you can bring reality into focus.

Myth #1: You will not need as much money during retirement as you do now.

The general rule of thumb says that you will need approximately 70% of your pre-retirement income in order to maintain a lifestyle similar to that which you currently have. This may be true if you live your current lifestyle. However, when you retire, you will have more free time for travel, leisure activities, hobbies, and other things you might like to do during your retirement years.

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Featured Article

Financial Professional Terms: What They Mean and Why You Should Care

Broker, registered investment advisor, financial planner, insurance agent, investment advisor, and wealth managers: These are a few of the common terms used to describe various financial professionals.

Many individual investors are confused by these terms, and do not have a clear understanding of what distinguishes one professional from another.

This article will clarify these terms and discuss differences in the duties owed by financial professionals...

Read more of this article »

Financial Planning Articles

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