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Two friends laughing over coffee as one explains "How I paid off my student debt"

How I Paid Off My Student Loans by Age 30

Paying off student debt in eight years takes a lot of focus and commitment — but it can be done.
Father high-fives his son while mother watches after parents discuss their annuity options.

What Are My Annuity Options?

Annuities come in a few varieties, and not every option will best suit your needs. Knowing the key differences can help you choose.
Happy older couple exchanging Christmas gifts at home and wondering what is a 1035 exchange

What Is a 1035 Exchange?

If you're considering changing your insurance policy or annuity contract, a 1035 exchange could help you avoid paying taxes on the surrendered funds. 
Husband and wife meeting to discuss downsizing your home for retirement

Downsizing Your Home for Retirement

Downsizing your home before you retire could help give you more financial flexibility. Here are some considerations to keep in mind. 
Adult children having the "aging parents and finances" talk with their parents over dinner

Aging Parents & Finances: Having the Retirement Conversation

A few small conversations now can make a big difference as you help your parents transition into retirement.
Senior couple toasting upon retirement: Learn how I reached my retirement goal

How I Reached My Retirement Goal

Here's how I reached my goal of retiring at 60. With a little help — and a lot of planning — you could reach your goal, too.
Woman researching apps on her smartphone for personal financial planning.

Personal Financial Planning: The Importance of Reviewing Your Finances Regularly

Your personal financial planning can greatly benefit from regular reviews. Here's how to get started.
Excited employee who just got a raise shaking his boss's hand in a conference room

Just Got a Raise? Here Are 5 Goals to Put It Toward

You might be excited to spend the extra cash you just received from a raise — but consider putting it toward a specific financial goal instead. 
Advisor talking employees through finances as part of an employee financial wellness program

How an Employee Financial Wellness Program Could Benefit Your Small Business

Small Business
Promoting your employees' financial well-being could come back around to help improve your business's success.
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