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Preparing for life’s changes and challenges is no easy task. We’re here to help you make smart financial decisions that push you to the next level of prosperity, and education is your best path to success.
Rely on us for honest, practical advice that can help you manage your money, invest and save, build good credit, buy a car or a home, and more. Whatever you’re striving toward, we’re here to help you get there.
The Latest Articles
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Income-Based Repayment Plans: 10 Questions to Guide Your Research
Learn if you qualify to take advantage of Income-Based Repayment (IBR) plans. -
Should You Buy Long-Term Care Insurance?
It can be a difficult topic to discuss, but it’s something that many of us will have to grapple with at some point, if not for ourselves, for a loved one. The longer you live, the greater your chances of needing some form of long-term care. -
Three Ways New Parents Can Save Money
When you have a baby, it’s easy for expenses to add up. But not all of the typical baby expenses are necessary. If you’re looking for ways to tighten your budget, consider these three expenses that many new parents might categorize as nonessential. -
Staying Financially Sound During Illness
Should injury or illness strike, the cost of medical treatment can be almost as devastating as the impact to your health. Here are some steps you can take, both proactively and during an emergency, to reduce the financial pain of getting hurt or sick.
*Investments offered through LPL Financial. (Member FINRA/SIPC).
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The Benefits of Opening a 529 Plan for Your Child
A 529 plan is a great way to save for your child’s education because they’re tax-free, low maintenance, and available to everyone. -
Make the Most of a Pay Raise
It’s tempting to simply add a pay raise to your take-home check. But here are five smarter ways to make the most of a pay raise. -
Paying for Unplanned Medical Expenses
Unexpected medical events can result in costly out-of-pocket expenses. If unforeseen medical costs are in your realm of possibility, consider these six simple steps to position yourself for the future better. -
Why Investing is Important at Every Age
You’re never too young or old to start investing. The truth is investing is important at every age. Consider these three reasons you might learn to invest, regardless of your birthdate. -
How to Invest for the Very First Time
The world of investing can be overwhelming to those who are new to it. Consider these tips for getting started. -
How to Invest* for Your New Baby
There’s one item on your to-do list after a baby is born that should be automatic: opening a savings account for their future. Here are three ways you might get started. -
Spending Package Includes Sweeping Retirement Plan Changes
The SECURE Act may have the largest impact on retirement planning since the Pension Protection Act of 2006. Many provisions offer enhanced opportunities for individuals and small business owners, but there is one notable drawback for investors with significant assets in traditional IRAs and retirement plans. -
Understanding Risk Tolerance
In these uncertain times, we have witnessed many changes in the stock market. How you react to these changes can reveal the type of investor you are, and the amount of risk you are willing to tolerate in your investments. -
Four Tips for Adapting to an Empty Nest
In these uncertain times, we have witnessed many changes in the stock market. How you react to these changes can reveal the type of investor you are, and the amount of risk you are willing to tolerate in your investments. -
Finance Tips for College Grads
Creating a bright financial future takes discipline and motivation, especially for those just embarking upon their careers after graduation. Here are a few key financial tasks that every recent grad should plan on. -
Not Going Off to College? 4 Ways Students Can Adjust
If going away to college this fall is no longer in the cards, here are some ways to adjust for your gap year. -
Five Tips to Help Grads Build Wealth
When you graduate from college, you’ll likely have much of what you need to launch a career and save for the future. Consider these five financial tips for college graduates. -
You’ve Lost Your Job. Now What?
The loss of a job can be emotionally traumatic and financially taxing. Here are some ways to make the most of a worst-case situation. -
Navigating Finances after Divorce
A divorce can be emotionally — and financially — difficult. These steps are important to protect your assets and manage your finances.
*Investments offered through LPL Financial (Member FINRA/SIPC)