30 09, 2024

Open Enrollment 101

Open Enrollment is a crucial time for your health, but many overlook the impact on your finances. Health insurance and subsequent timelines can be extremely confusing and stressful for many. Take a deep breath and relax. In this article, we’ll outline what happens during Open Enrollment and provide tips to strengthen your finances.

31 08, 2024

Estate Planning Dos & Don’ts

One of the greatest misconceptions about estate planning is that only the wealthy need them. Everyone should have an estate plan, especially parents with young children. The process involves more than just distributing your wealth – it’s also about protecting your assets, loved ones, and legacy.

31 07, 2024

Trip Insurance: Is It Worth It?

You have your vacation destination picked out, your itinerary in the works, and you're ready to purchase airline tickets. As you complete the booking, you’re asked if you want to add travel insurance. But how do you know if you need it? Is it worth it to spend the extra money?

14 05, 2024

Financial Tips to Prep for College

Going off to college is both exciting and intimidating. You’ll likely be on your own for the first time. As you’re taking steps to prepare, don’t forget to add a few money-saving checkboxes to your list. Here are some tips to help you cut down on costs and keep up with your finances while attending college.

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