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A little about our product

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Resources

An Overview of 529 Plans

As families invest their savings in preparation for their children’s future K-12 or college tuition and expenses, 529 college savings plans can provide various tax and financial benefits. These benefits…
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Student Loan Forgiveness

Student loan debt can feel crippling, especially if you are a recent graduate who is not yet earning much money. Your loan payments could hold you back from being able…
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How Cost of Living Adjustments are Calculated

When you file for Social Security benefits or Supplemental Security Income (SSI), your lifetime earnings determine the amount of your monthly retirement benefit. However, this number is not static for…
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Managing Your Retirement Funds

The secret to a happy retirement? There are probably many. However, not having to worry if you’ll run out of money is certainly near the top of the list. The…
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Financing a College Education

Parents can feel lonely when trying to finance their children’s college educations. But, unfortunately, college tuition and fees are not falling. According to CollegeBoard.org, over the last 30 years (1992-93…
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How are Social Security Benefits Calculated?

You are nearing retirement age and wonder how much money you can expect from the federal government in Social Security benefits each month after leaving the workforce. The short answer?…
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What are My IRA Options?

Retirement planning is far from simple. Sometimes, it feels like you are speaking a different language from everyone else. From words like 401k and 403b to IRAs, it can be…
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