Life Events

Financial planning is all about helping you manage the many changes you experience in life. Whether it’s planning to pay for college, the loss of a loved one, caring for aging parents or something totally unexpected, you’ll know how to be prepared.

Year-end Financial Checklist

Cut down your year-end checklist to protect your most important asset.
Do this one thing to reduce financial stress

How to face financial challenges head-on and forgive yourself for past mistakes.
Why pay more for Medicare in 2025?

You have some control over costs. Here’s what you can do.
Protect your credit as data breaches multiply

Because money doesn’t come with instructions.®
IRS rules for caregivers

How to help avoid making yourself an employer subject to taxation.
Types of business structures and how to decide

When you’re ready to start your own business, set yourself up for success.
How Is the Election Going to Affect Your Financial Future?

Take them with a hefty grain of salt.
Early retirement health insurance options

How to plan for the period before Medicare.
Should I roll over my 401k?

Whether you’re starting a new job or retiring, here’s what you need to know about your retirement plan.
Leasing a car vs. buying: The pros and cons

How to decide which approach is best for you.
Understanding College Financial Aid Options and the FAFSA

It’s almost time to apply for next year; here’s what to know.
Understanding Medicare Coverage in 2024

A conversation with Medicare expert, Ari Parker of Chapter Advisory.
Plan now for a day when you might need help

A five-point checklist to help keep your money safe.
Traveling the ‘right way’ in 2024

Stay safe, healthy and connected as you explore our world.
5 Ways to Survive the Cost of College

Following these rules may make all the difference in your plan to pay for college.
A late career change can be a good thing

Because money doesn’t come with instructions.®
Tips for keeping your wealth safe online

If you’re not paying attention to digital security, you’re doing it wrong.
The challenges of money and relationships

Break away from old patterns to avoid a holiday hangover.
Planning for home hospice care

Proper planning can help home hospice bring peace.
How do I know if I’m being scammed?

Imposters can gain your trust – then steal your money
Roth IRA funds as a gift

What you need to know if you’re giving roth ira funds to a minor.
Get boomerang kids back on their feet

You can help your adult children living at home, but don’t risk your financial future.
Restarting student loan payments

Here’s what you need to know – and how you can avoid scams.
SECURE Act 2.0 2024 changes

Will the new legislation affect you? 
4 strategies for empty nesters

Have your kids left home? Time to refocus on your priorities.
tips for managing finances during gray divorce

Tips for managing your finances in a “gray divorce.”
Navigating the unique needs of blended family finances

Joining families means joining finances too.
Tips for navigating the new job market

Tips for kicking off your job search.
What excess 529 funds can be used for

A 529 college savings plan offers more flexibility than you may realize.
The Great Resignation

It is here and it’s real, but are you financially ready to leave the workforce?
Prepare for a career change today

A job change always creates financial impacts no matter what your age.
Second marriage financial guidance and to-do list

Finances for second marriages: A to-do list
Avoid these 3 things when saving for college

The best way to save and pay for college is still a 529 savings plan.
Many couples don’t discuss their finances in depth

Nearly 4 in 10 surveyed wished they talked about money more.
VACATION RENTAL TIPS FOR OWNERS

Pros and cons of renting your second home