Education Corner

Financial awareness is important. We have created this education library to provide you with useful information and helpful tips.
Investments/Savings
Saving for College
Do you find yourself wondering when to start saving for college, how you can save for college or are looking for some helpful tips?
Social Security
Social security is a progressive benefit for retirement to keep up with the cost of living.
Taxes
Taxes are one of the biggest budget items for most taxpayers. Understanding tax strategies and managing your taxable income should be part of your financial planning.
Retirement
Medicare
It is important to research Medicare before you reach the age of 65. Medicare helps cover the cost of health care, but it doesn't cover all medical expenses.
Wills & Trusts
There are many important things to consider when creating your estate strategy. Wills and trusts are important documents that need to be considered as a part of your strategy.
Disability Income Protection Insurance
Long-Term Care Insurance
The U.S. Department of Health and Human Services estimates that 70% of people over age 65 can expect to need long-term care services at some point in their lives.1 It is important to understand long-term care and available services.
1. U.S. Department of Health and Human Services, 2019
Debt
What is your attitude towards debt? As worldwide debt is expected to continue to grow, will you be caught in the debt trap?
Home & Mortgage
Buying a new home is an exciting time, however it can be stressful and overwhelming if you aren't prepared.
Charitable Giving
Take time to reflect on what is important in your life. Charitable giving can be an important part of your estate, tax, and financial planning.
Year End Planning & Goals
You may ask why financial goals are important? Goals give us direction and prevent destructive behaviors when markets turn volatile.