Paying for College: The FAFSA Now Has a ‘Grandparent Loophole
Accessing financial aid is increasingly vital for many American families when financing a college education. The first step for most college-bound students is to complete the Free Application for Federal Student Aid (FAFSA) to unlock various forms of assistance. “As students wait to learn how much...
Financial Education for College Grads
As college graduation approaches, many students eagerly anticipate the next chapter of their lives. However, amidst the excitement, prioritizing financial education for college graduates is crucial. “Transitioning from student life to the workforce comes with new financial responsibilities and challenges,” says Robert Cavanagh, Senior Vice President,...
Life Insurance Day 2024
When it comes to topics that are often avoided, planning for the future after you're gone is one of the most enormous elephants in the room. Though it may not be a pleasant subject, it's crucial for safeguarding your family's financial future. That’s reason enough...
Small Business Week 2024
For more than five decades, the U.S. Small Business Administration (S.B.A) has celebrated Small Business Week (NSBW), which recognizes the vital contributions that small businesses make to our economy and communities. “Over 50 percent of Americans are either employed by or own a small business, contributing...
Your Financial Future: Benefits of Professional Investment Advice
Let's talk about money – what makes our world go around. We all want a comfortable future, but figuring out how to get there can be daunting. That is where a financial professional comes in. The game-changing benefits of working with an investment counselor to craft...
Financial Resilience in 2024: Navigating Retirement
Regarding retirement planning in 2024, the quest for financial resilience takes center stage. Seventeen percent of Americans are over 65. According to the Census Bureau, almost three-quarters (44 percent) of boomers are at retirement age, and millions more will join them soon. Boomers hold over half...
Budgeting Your Way to a Secure Financial Future
The budget is a fundamental tool often overlooked when pursuing financial security and prosperity. Crafting a budget isn't just about tracking expenses; it's about sculpting a roadmap to your financial goals. Here's why having a budget is non-negotiable for securing your financial future: Understanding Your Financial Landscape Before...
Money Smart Week 2024
Do you ever wonder where your money disappears every payday or feel that getting out of debt is an unreachable goal? National Money Smart Week presents an ideal opportunity to enhance your understanding of personal finance. This annual nationwide event aims to enhance the public's understanding...
The Financial Literacy Gap for Women
When it comes to personal finance and wealth building, women face a unique set of challenges and opportunities. Women still report lower confidence levels than men in managing their cash flow and debt, allocating investments, and planning for retirement. This highlights the importance of bridging...
Teaching Kids About Money: Financial Literacy for Families
In life’s journey, understanding the value of money and mastering the basics of financial management are indispensable skills. Yet, skills do not come naturally; they must be learned and nurtured from a young age. This underlines the importance of teaching kids about money. “Financial literacy is...