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• It’s Not Too Late to Become Financially Literate

  No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps toward your financial goals.

• The Best Gift You Can Give Your Kids as a Single Parent is an Estate Plan

  Single parents shoulder the responsibility of not only providing for their children's immediate needs but also planning for their future.

• Financial Resolutions for Individuals Nearing Retirement

  Getting close to retirement is exciting, but it often brings a little worry about your financial future.

• Jordan West

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• How to Recognize and Protect Yourself Against Tax Identity Theft

  A common type of identity theft involves the use of someone's Social Security number to unlawfully intercept their income tax refund. Unfortunately, this fraud often isn't discovered until the victim tries to file their taxes. Instead of getting a quick refund, they may instead be facing a lengthy battle with the IRS.

• How to Manage Your 401(k) Investments: DIY or Hire a Financial Professional?

  Managing 401(k) investments is crucial to planning one's financial future.

• Todd Trombly

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• Matt Clement

  Check the background of investment professionals associated with this site on FINRA’s Broker Check. 

• Brian Hooks

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• Building a Strong Financial Foundation

  It is never too early to begin, and the sooner you start, the better. Consider the following steps to building a strong financial foundation:

• 5 Milestones That Mean It's Time for a Life Insurance Review

  Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood.

• Ron Bender

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• 4 Reasons to Consider a Life Insurance Policy

  Life insurance is not about death, but instead about the future and security of your loved ones. If you have not yet made the jump to purchase your life insurance policy, below are four reasons you should consider one.

• Saving for College: 529 Plans

  A few simple tools and tips can help students and families save for college.

• Government Shutdown: How to Navigate the Market and Manage Your Portfolio

  How to manage your portfolio during a government shutdown.

• What Should Millennials Consider Doing With Their Money?

  As the oldest millennials have reached their forties, this generation is purchasing homes, paying off student loans, and starting their families. But while millennials might get some teasing for their "avocado toast" tastes and penchant for convenience, these 30-to-40-year-olds represent a powerful economic force. What are millennials spending their money on now, and what might they do to help increase their assets over the next few decades?

• Holiday Cheer: A Rewarding Investment During Tumultuous Times

  In times of economic uncertainty, it’s easy to let financial stress overshadow everything else.

• 3 Moments in Life Where You Should Consider Consulting a Financial Professional

  If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the answer often lies in two key traits: overconfidence and trusting the wrong people.1 The same holds true for many athletes, musicians, and movie stars—even a multi-million-dollar jackpot or contract isn’t likely to go far when you're purchasing multiple homes, luxury vehicles, and keeping a large staff of assistants on your payroll.

• 3 Ways Planning For Retirement is Like Planning For Summer Break

  For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've adequately prepared, planned, and saved. Below, we discuss three ways that planning ahead for your retirement can be like scheduling your summer.

• Overcoming the Dual-Caregiving Dilemma

  The "Sandwich Generation" is composed of adults who are ‘sandwiched’ between competing financial responsibilities.