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

As a parent, of course you want to give your child the best opportunity for

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

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

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

Whether you are a professional athlete, a college amateur, or an aspiring Olympian

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

What is a relationship with a financial professional worth to an investor

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

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

When training to become a financial professional, much of our course work

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

How do you picture your future? If you are like many contemplating retirement, your view is likely

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

Did you know you may be able to take your 401(k), 403(b), or 457

The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to company, in general, the pandemic has

Do you need a life insurance policy in retirement?

One school of thought says no. The kids are grown, and the need to financially insulate the household

What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one