Education Corner

We all know it is important to save money. However, it is important to understand how to save your money and how to invest it.

Do you find yourself wondering when to start saving for college, how you can save for college or are looking for some helpful tips?

Social security is a progressive benefit for retirement to keep up with the cost of living.

Taxes are one of the biggest budget items for most taxpayers. Understanding tax strategies and managing your taxable income should be part of your financial planning.

Whatever your vision of retirement is, it is important you have a retirement strategy.

It is important to research Medicare before you reach the age of 65. Medicare helps cover the cost of health care, but it doesn't cover all medical expenses.

There are many important things to consider when creating your estate strategy. Wills and trusts are important documents that need to be considered as a part of your strategy.

Your ability to earn a living is your most important asset. What would happen if suddenly, due to an illness or injury, you were unable to work?

The U.S. Department of Health and Human Services estimates that 70% of people over age 65 can expect to need long-term care services at some point in their lives.¹ It is important to understand long-term care and available services.

^1. U.S. Department of Health and Human Services, 2019

What is your attitude towards debt? As worldwide debt is expected to continue to grow, will you be caught in the debt trap?

Buying a new home is an exciting time, however it can be stressful and overwhelming if you aren't prepared.

Take time to reflect on what is important in your life. Charitable giving can be an important part of your estate, tax, and financial planning.

You may ask why financial goals are important? Goals give us direction and prevent destructive behaviors when markets turn volatile.