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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.

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

Investing Money  

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What to know before you invest

Investing can be intimidating at first. So before you start, be sure you:

  1. Develop investing goals
  2. Get familiar with concepts such as value vs. growth, how mutual funds work, and tax implications
  3. Understand risk tolerance
  4. Learn how to diversify to help limit risk

Learn more about investing essentials

 

Work & Career  

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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

Working with a Financial Professional  

First meeting game plan  

Here are 4 essential steps for a successful first meeting with a financial professional.

Helpful Resources

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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

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HOLISTIC FINANCIAL PLANNING

What is holistic financial planning and how can it help you?

A holistic approach means looking at the big picture when creating a plan to help you meet your financial goals.

Learn more about holistic financial planning

 
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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

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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

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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