Publications, Insights & News

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.

Looking for a simple formula to figure out how many years it will take for your investments to double? The Rule of 72 can help. This simple guide will help answer your questions.

Understand the potential impact taxes will have on your income during retirement. If you are nearing retirement, this will be an important course to help you understand how taxes are different when you are not working. It may be possible for you to pay less in taxes on your hard-earned dollars. Please have note taking materials ready. Register now!

The decisions you make today can negatively impact your Social Security benefits. Learn the important rules and strategies for collecting benefits. Avoid being caught by surprise when it’s too late to make changes!

As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these tips.

Do you know how to protect your financial information from hackers? There is a hacker attack every 39 seconds in the US. Being unaware of the risks can leave you vulnerable to data breaches and financial harm. Students will learn steps they can take to protect their financial data. Register for the online class now!

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

College is an exciting time but it's also a time for learning, learning how to budget. Help your college-bound children learn the importance of finance with these 4 tips.

The stock market cycles through periods of favoring value investments over growth investments and vice versa. Here's the key difference between the two, and what may be an ideal option for your portfolio.

Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.