This week marks Global Money Week, which touts the importance of helping young people develop good financial habits. With that in mind, we’ve compiled a list to help kids of any age explore financial literacy.

One of the best ways to help draw your attention to the long-term positive effects of short-term “boring” moves is to keep a personal net worth statement. This activity really amounts to regularly “counting your financial blessings.”

Money is an emotional topic – that’s why many families aren’t comfortable sharing information with each other about their finances. However, it’s never too early to start talking to your parents about their money situation. That’s because failing to understand their finances could have unpleasant – maybe even dire — consequences down the road.

The Private College 529 Plan, which is a pre-paid tuition plan, can help families who have their hearts set on sending their student to a private university.

Many have heard the advice to max out your 401(k). But is that advice all it’s cracked up to be? While there is merit to setting a savings goal on a bi-weekly basis and automating that decision to invest in your future, is a 401(k) the best investment vehicle to use?

In November, many Americans will choose their health care benefits for 2022. You may have an opportunity to invest in a health flexible spending arrangement (FSA) or a health savings account (HSA). Selecting the account that is best for you depends on how you plan to use the money.

One of the most important decisions to be made when you are retiring or changing jobs is what action to take with your 401(k), 403(b), or any other employer-sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations.

In this webinar, you’ll learn how to select the best account to use for college funding and questions to ask yourself when setting your college-savings goal.

College admissions trends are changing. Financial advisor Janet Petran provides an overview of some of the latest trends regarding test scores, essays, reference letters, and more in her recent blog.

Finding a financial advisor can be a complicated and sometimes confusing process. Financial advisor Maureen Wright provides a list of important questions to ask and other considerations to help you narrow down the possibilities during your search.

The work-life balance struggle is real, and anxiety about finances is partly to blame. It’s not too late to get a handle on finances, improve budgeting, retirement planning, and much more. Get started by watching our free webinar today.

Are you interested in using 529 college savings plans for your child or grandchild but aren’t sure if you know enough about them? Financial advisor Maureen Wright provides a helpful overview to get you started.