Women, Money, and Investments: Building Confidence
Money can be a source of stress—or a powerful tool for freedom and choice. Many women in their 30s and 40s often juggle multiple priorities: career growth, raising kids, paying off debt, managing a household, and saving for retirement. This is also a critical time to...
Estate Planning: The Ultimate Gift for Your Family
A complete estate plan is one of the most meaningful ways parents can protect their family. According to recent surveys, despite 64 percent of Americans believing that having a will is important, only 32 percent actually have one. "Estate planning isn't just for the wealthy," says...
Retirement Planning Strategies: Building Your Financial Future Today
Planning for retirement requires a thoughtful approach and consistent action. The decisions you make today can dramatically impact your financial security in your later years. Understanding available strategies can help you create a retirement plan that meets your needs. Start Early and Be Consistent The power of...
Mid-Year Financial Review: Time to Pause and Reflect
Mid-year is the perfect time to evaluate your financial progress and adjust your plans if needed. Just like a GPS recalculates when you veer off route, regular periodical financial check-ins help ensure you'll reach your destination. Time for a Financial Health Check Remember those financial resolutions from...
College Savings 529 Plans: Your Child’s Education Funding Solution
When it comes to saving for college, 529 plans stand out as one of the most powerful tools available to families. These state-sponsored education savings plans offer significant tax advantages while providing flexibility for future educational needs. What are 529 Plans? 529 plans are tax-advantaged savings accounts...
Focus on Your Child’s Financial Future: Building a Strong Foundation
As a parent planning for your child's financial future is one of the most important gifts you can give them. From college savings to teaching money basics, the steps you take today can make a significant difference in their financial well-being tomorrow. College Savings Strategies Nearly 50...
Tips for A Sound Financial Future for Graduates
Congratulations to the Class of 2025! Welcome to the real world. Graduation marks the beginning of a new chapter filled with excitement, independence, and new responsibilities. As you step into the next stage of life, it’s essential to build a solid foundation for your financial well-being. Getting...
Retirement Planning for Young Adults
Graduation is an exciting milestone, marking your transition into the next phase of life. Whether you're starting your first job, continuing your education, or exploring new opportunities as a young adult, it's the perfect time to think ahead, specifically, about retirement. It may seem far...