Skip to main content

What’s on your financial to-do list?

You’ve got a lot of decisions to make at home and work. We can help you consider your options and move forward with less stress about the future.

Let's secure your financial future

Whether you have questions about managing debt, need advice on how to write a will, or struggling with other financial decisions keeping you up at night, we’re here to help guide you through challenging situations.

77%

of adults with financial goals are confident they’ll make progress on their goals1. Learn how to establish savings goals.

56%

of Americans say estate planning is important to them2. Take the first step with estate planning, regardless of the size of your assets.


Managing Money

Illustration: A dollar bill with text next to it saying "What can your money do for you?"

Setting financial goals for now and later

You work hard for your money — and your money should work hard for you. Use this worksheet to plan out your short- and long-term savings goals.

Download the savings goals worksheet 


Work & Career

A woman, standing in front of windows in an office, listening to another woman speaking, sitting at a table with a man beside her

How to get the most out of workforce benefits

Be sure to check your basic benefit package, which may include:

  • Long-term disability income insurance
  • Life insurance
  • Retirement plans
  • Health insurance deductibles
  • Telecommuting

You should also investigate other important benefits, if offered, including Health Savings Accounts (HSAs), Discounted Employee Stock Purchase Programs (ESPPs), telemedicine, and tuition reimbursement.

Read more about workforce benefits 


Helpful Resources

An older man pointing to something on a laptop screen while a younger man looks at the laptop screen.

Taxes

Are you overpaying your taxes?

No one wants to pay the federal government more than they owe. Some of the most common tax mistakes and missed opportunities include:

  • Filing penalties
  • Required minimum distributions (RMDs)
  • Social Security
  • Tax-deferred accounts
  • Charitable donations

Learn more about taxes 

An older man writing in a notebook holding a calculator while an older woman looks on

Wills & estate planning

Wills and the basics of estate planning

Everyone can benefit from a will, regardless of their assets. Wills are especially important because without one, an officer of the court would decide who gets your money, jewelry, possessions, and real estate.

Why you need a will 

 
A woman with glasses, wearing a blue polka dot shirt, sitting in a chair and smiling to someone off to her side

Free Application For federal student aid (fafsa)

Maximizing your college financial aid

One of the first — and most important — steps in figuring out how to afford college is by filling out the Free Application for Federal Student Aid, which determines eligibility for federal aid. Once you see what types of financial aid you’re eligible for, you can explore grants, scholarships, work-study programs, and loans.

Learn more about financial aid 

 

 Discover how easy it is to work with a financial professional

Illustration: A green hand shaking another green hand
No commitment
There's no cost to set up a meeting and talk with us.
Illustration: Green outline of a person
It’s about Y-O-U
We’ll get to know you and understand your financial situation, goals, and objectives.
Illustration: Two green arrows on a post pointing in opposite directions
Trusted advice
We'll provide you with options so you can choose the financial products and solutions that are best for you.
Illustration: Green sun setting behind a hill
A plan for the future
We’ll talk about the road ahead and set you up for success.
A woman explaining something on a laptop screen to a man and a woman

Helping you secure your future

When you work with a financial professional, you’ll have an advocate in your corner, someone who understands your unique financial needs and family situation — and how to tailor a solution around both.

Find A Financial Professional

Read more about holistic financial planning 


Explore More

A young girl, a young man, and an older man are sitting on the grass and the girl is smiling at the young man

Financial wellness

Get help with life stages

New parent? Thinking about investing? Nearing retirement? We can help you figure things out — wherever you are in your financial journey.

Learn More

4 illustrations of graphs and calculators

Financial wellness

Calculators & Tools

Use our calculators and tools to understand your financial needs.

Get Started Now

1Morning Consult, National Tracking Poll, January 2023

2Caring.com: 2022 Wills and Estate Planning Study