Publications, News & Events

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!

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.

Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have. Yet, riches that fall into our hands can sometimes quickly slip through our fingers.

“Stop in the name of love, before you break my heart.” We know The Supremes weren’t alluding to the pitfalls couples face when they grapple over money issues.

Happy Military Appreciation Month! To celebrate, we're sharing our top 5 simple financial tips for military members and their families.

Should you consider taking Social Security early to cover financial hardships caused by COVID-19? Make these crucial considerations first.

Is a career move on the horizon for you? Don't forget about your 401(k)! Neglecting to roll over your assets is a huge mistake.

Have you dreamed of sailing the high seas during retirement? Follow these 5 tips to make your voyage at sea a reality.