Most employers have moved away from the traditional pension plan in favor of employee-self-funded 401K’s, 403B’s, and other retirement plans. If you’re one of the lucky few still holding a pension, here are a few tips to help you decide on the best payout option for you.

An ode to the women who inspire us. May we know them, may we be them, and may we honor them in all that we are.

Choosing to divorce is difficult and leaves one feeling uncertain about the future. We asked Marianna the most common questions about divorce, and she offered her wisdom:

Every year, when mashed potato season begins and swimsuit season ends, I like to take inventory of all of the things I’m grateful for in my life with a list, tis’ the season after all…

Most people who are newly widowed or divorced, will update their employer retirement account beneficiaries to their children. Logically, your chosen beneficiaries should receive the percentage of your account that you indicated, but people who remarry should be wary of accidentally disinheriting their own children from their 401(k)s.

Insurance is at the bottom of the list of things we want to think about because it's complicated and confusing to many people, but it’s necessary to protect ourselves and our family members from financial disasters.

In March of 2020, Federal student loan borrowers were given a break from having to make their student loan payments, with interest rates frozen at 0%. Unfortunately, our break from student loan payments and interest accumulation must come to an end and is set to sunset on January 31, 2022.

When a couple is divorced, or a spouse passes away, life changes rapidly. These situations force a complete turnaround of how you manage and view your finances. If you are someone experiencing a divorce or are mourning the loss of your partner, read on to learn about the first three proactive steps you can take to ensure your financial security.

A financial plan can help you to unlock different levels of your life. By mapping out your current lifestyle including your spending habits, debt control, and personal attitude toward finances and money management, we can help you to take control of your future and feel confident in your actions.

As a follow-up to our latest Medicare webinar series, we thought it would be beneficial to share 11 of the costly mistakes that you can avoid making when enrolling and choosing your Medicare plan.

Below, we’ve compiled 20 lessons we learned in 2020 with the hope of inspiring you to find your very own moments of happiness as you reflect on this past year.