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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  

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Good debt versus bad debt

Debt is often perceived as a four-letter word. But if used properly, debt can also potentially provide the leverage to accumulate personal wealth.

Read more about managing debt

Use this tool to see how much you owe, prioritize your debt, and create a plan for repaying it

   

Investing Money  

Don’t put all your eggs in one basket  

Play the video to learn how a diversified portfolio with stocks, bonds, and cash can help reduce risk.

Learn three considerations for choosing your investments  

Work & Career  

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Questions to ask before accepting a job offer

Congratulations! But before you say “Yes” to a job offer, be sure to ask about:

  • Bonuses
  • Health and wellness
  • Life and disability income insurance
  • Stock options or awards
  • Retirement plan
  • Perks
  • Time off

Read more about job offer tips

Working with a Financial Professional  

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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

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

Explore More

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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.

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1Morning Consult, National Tracking Poll, January 2023

2Caring.com: 2022 Wills and Estate Planning Study