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How Much Do You Need to Save For Retirement?

Saving for retirement can be stressful. It’s like running a long-distance race without knowing how far you have to run....
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How Much Do You Need to Save For Retirement?

Maximize Your Savings When You Start Early

Saving for the future can be overwhelming. With so many competing priorities, it can be difficult to find the money...
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Maximize Your Savings When You Start Early

Do You Know When to Call Your Financial Representative?

When life throws you a curve, who are you going to call? It’s your trusted financial representative. Life happens. Whether...
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Do You Know When to Call Your Financial Representative?

Stuck in Traffic: 10 Ways to Beat the High Cost of Commuting

Whether it’s time or money, you’re wasting both sitting in traffic. It’s time to get a handle on the high...
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Stuck in Traffic: 10 Ways to Beat the High Cost of Commuting

A Growing Segment of Adults Head Back to College

Whether it’s to gain new skills or set their careers in a different direction, adults head back to college first....
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A Growing Segment of Adults Head Back to College

 

From The Blog

Talking to Your Spouse about Money Can Lead to Healthier Relationships

The key to a healthy and happy financial relationship is communication. How often do you and your spouse talk about money? If it’s not often enough, it’s likely because one or both of you thinks [...]

Helping Millennials Avoid Other People’s Mistakes (OPMs)

Millennials represent the largest segment of the population. They will set the trends for the next 50 years, but can they avoid the financial pitfalls that tripped up earlier generations? Here’s some helpful tips. Millennials [...]

Women Breadwinners Are Redefining Roles

Financial power in households across America is shifting, as the number of women breadwinners is on the rise. Did you know that as of 2015, more than 40% of women were their family’s sole or [...]

Why Are Many Americans One Emergency Away from Financial Ruin?

Many Americans are living so close to the edge each month that they are one emergency away from financial ruin. If the unexpected happened, would you have difficulty coming up with an extra hundred dollars? [...]

Money Mistakes College Students Make

Going to college can be exciting time but learning to avoid the money mistakes college students make can make campus life a lot more fun. For many teens, their college experience includes the introduction of [...]

Is Worry Keeping You from Enjoying Your Money?

Even with your finances in order and a healthy savings account, you may find that worry is keeping you from enjoying your money and your life. There are a ton of things to worry about [...]

6 Ways to Lower the High Cost of Healthcare

What’s the No. 1 financial concern of most Americans? It’s the high cost of healthcare. Here are six ways to lower those costs and make them more manageable. If I asked you to name a [...]

6 Ways to Avoid the High Cost of Valentine’s Day

Don’t let the high cost of Valentine’s Day keep you from celebrating. Here are some low-cost, but heartfelt ways to show you care. Valentine’s Day is one of the most romantic days of the year. [...]