Saving can be tough and we’re here to help. We have suggestions, research and insights on how you can save more for your short- and long-term goals – including retirement.

Budget Planning

Financial Considerations for Summer Vacations

For many people, summer is the ideal season to take a vacation. Whether you want to take a dream trip around the world or simply visit your cousin in a nearby city for a few days, you can benefit from…

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Six Ways to Shop and Save on the Fourth of July

When most of us think about the Fourth of July, images of swimming, family barbecues and fireworks come to mind. Of course. But what about shopping? That’s right. Shopping on the Fourth has become as American as baseball, so you…

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Employer Sponsored Retirement Plan

Insurance Policies You May Not Know About, but Should Consider

Open enrollment season is right around the corner, which means it’s almost time to re-evaluate your current benefits elections. When most people think of insurance, the basics generally come to mind: medical, dental and maybe vision. But did you know…

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Should I Stay or Should I Go From My Previous Employer’s Retirement Plan?

When it comes to your former employer’s retirement plan, you may be asking yourself the same question that The Clash posed back in the 80s: Should I stay or should I go? Many people tell us they “have to” roll…

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Life Insurance

Six Tips to Help Improve Your Life Insurance Medical Exam Score

When you buy a life insurance policy, you’re often required to have a medical exam, which helps your insurer determine your estimate and plan. A higher score on your life insurance medical exam can have a big impact on the…

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Four Reasons to Re-Evaluate Your Life Insurance Every Year

Life insurance is often viewed as a “set it and forget it” element of personal finance – but thinking of it this way is an unfortunate mistake. Life is too volatile to assume that the life insurance policy you previously…

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Education & College Planning

Filling the College Tuition Gap

Remember when getting accepted into college was the biggest hurdle to getting a degree? These days, things are different. For more and more Americans, the cost of college is the biggest hurdle. Skyrocketing tuition and fees. Over the past two…

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Should You Refinance Your Student Loans?

The latest figures from the Federal Reserve show that Americans are weighed down by more than $1.4 trillion in student loan debt.1 The goal for many people with student loans is to get out from under that debt load as…

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Family and Finances

Love, Marriage and …Taxes?

With wedding season in full swing, couples old and new alike have partnership on the mind. If you’re married (or about to be married), you probably already know that teaming up on financial planning is important. Joining your financial lives…

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To Rent or To Own? That Is the Question.

If you’re like most people, buying your home may be the biggest purchase of your life. With that much money on the line, it’s no wonder the process can be stressful, frustrating and confusing. Before you begin, ask yourself, “Should…

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Getting Started in Investing

Financial Basics for Millennials

If you’re a millennial, you face financial challenges unique to your generation. For example, a competitive job market and heavy student loan debt (among other things) can make it hard to be financially stable. But there are plenty of reasons…

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Beyond Basic Wages: What New Grads Need to Know about Benefits

Graduation season just ended, so there’s a brand new wave of people entering the workforce. If you’re in this group, what you’ll earn each pay period is probably top of mind as you look for a job. There are financial…

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