5 Financial Goals for the New Year
Start the year off right by getting started on these five top financial goals.
Valentine's Spending Throughout the Years
This blog will talk about spending trends around Valentine’s Day as well as a quick history of the popular holiday.
Finance Tips and Hidden Costs For Snowbirds
Heading south to avoid the winter chill? Before adopting the snowbird status take into consideration these financial tips and hidden costs.
Cost-Saving Strategies for Extended Care
Thinking about extended care can be challenging, especially when it comes to cost. Help your clients know their options to make this more affordable.
Smart Credit Card Strategies
Credit card debt has recently hit record highs. This blog will discuss the current state of credit card debt and provide strategies to help people pay down their debts.
Upsizing vs. Downsizing in Retirement
This blog discusses the benefits and considerations of both upsizing and downsizing in retirement.
Retirement Strategy: Money & Longevity
Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.
5 Classic Rags-to-Riches Books
Help your clients find their inspiration with these 5 classic stories about success.
Important Details on Student Loan Relief
This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.
Understanding FDIC Insurance
FDIC insurance is insurance offered by the government to help protect your deposits at an insured bank. Learn more about FDIC insurance, including what it covers.