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Countdown to College
Things to consider as a parent of a future college student.

Explore the different ways you can help finance the costs of higher education.

How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.

If you’ve started college planning at all you’ve heard about the FAFSA. Do you need to fill it out? For the vast majority of families, the answer is yes. This application is your gateway to all federal aid.

Step One: Find a trusted financial coach; Step Two: Listen to your coach.

Findings suggest that these relationships can make a difference for investors.

What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to answer that question.

Navigating Your Required Minimum Distribution
Understand the IRS’s calculations and tables.

As much as you would like to, you can’t keep your money in your retirement account forever.

October Is Financial Planning Month
Six areas of personal finance to review.

After you leave work, what will your life look like?

Should you withdraw and reinvest your retirement plan money while you are still on the job?

The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to company, in general, the pandemic has made it more difficult to qualify for extended-care policies. This can be particularly challenging if you’re in a high-risk group.