15-year vs. 30-year loan. Which is better for you? Learn how each loan compares.
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Lots of Variables with Fixed-Rate Mortgages
U.S. Service Members should consider taking advantage of programs that are available. #MilitaryFamilies
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Personal Finance Tips for Military Families
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
There are many factors to consider before tapping retirement money to pay for college.
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Should You Tap Retirement Savings to Fund College?
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
Terrible or wonderful; Could a variable annuity be right for you? #annuity #retirement
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Is a Variable Annuity Right for Me?
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
How will Social Security affect your retirement plan? Here is some information that may surprise you.
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Social Security: By the Numbers
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
$100 not spent is more like $143. Intrigued? #taxes #saving
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Stop Wasting Money
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:
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Investing for Impact
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
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The Financial Literacy Crisis
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
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Social Security: By the Numbers
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
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The Business Cycle
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
Healthcare may be one of your biggest expenses in retirement. Manage your risk.
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Healthy Body, Healthy Pocketbook
