Financial Fundamentals

Despite the fact that school districts and educators are working hard to keep children engaged and learning, money management is rarely part of the curriculum. Now is a great time to add financial literacy to your kids’ lesson plans to help them build strong financial futures.

For Educators

When Cherish Pipkins first became the principal of an elementary school in Texas, she was overwhelmed. As a teacher, she had been responsible for the children in her classroom and her family at home; now, she was responsible for her family, every child at school, and the school’s entire staff.

For Women

Retirement planning is an essential aspect of establishing a strong financial foundation, particularly for professional women. However, women encounter unique considerations and occasional obstacles that must be addressed to achieve lasting financial resilience. In this article we explore the effects of the wage gap— how to understand it and bridge it— while providing some effective strategies for confident retirement planning.

Lifestyle

With gyms closed and stay-at-home orders in place because of the pandemic, getting exercise right now is a challenge. For those individuals working at home, sitting at a desk all day is not good for the body. However, if you must sit for a long period of time, here are some simple exercises you can do for all parts of the body to improve your health and fitness.

Life Planning

Keep in mind, everyone will have their own unique combination of factors: you might be 40 years old and packing your oldest off to college—or changing diapers on your newborn. Maybe you are starting a new career at 50 or getting remarried at 60.

Market News

Many of us have some type of retirement savings accounts set up. And that’s a really important first step toward meeting your goals for the future financially.

Your Plan in Action

We use apps to track our health and exercise routines, to manage our bank accounts and for a whole host of other tasks. Can they manage our finances as well? Not every investment question can be solved by an algorithm. A real live financial professional can do more than any technology platform by helping you figure out what’s important to you, navigating any personal financial challenges that arise and setting you on your path toward success.