Financial Education

Helpful, easy-to-understand articles to guide your financial wellness journey at every stage.

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Is It Best to Aggressively Pay Down My Student Loans?

Nobody enjoys having student loans, and we’ve all seen and heard, from various sources, that “the best way to live” is debt-free. That being said, you might feel the need to pay off your loans as quickly as possible. But does it always make sense to pay off student loans early?

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Student Options Student Loans Debt Management

Repaying Student Loans: What Are My Options?

Whether you’re a recent grad or you’ve been out of school for a while now, there’s one thing we can all agree on: we’re tired of student loans.

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Student Options Student Loans

5 Fall Financial Aid Wins

Fall is a great time to get a head start on college financial aid. Here are five steps we recommend taking over the next few weeks to help set you up for success in the coming years!

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College & Trade School Preparation

How to Leverage Your HSA for Retirement Impact

Health Savings Accounts (HSAs) are rapidly becoming a part of many U.S. consumer retirements plans. Not only do they enjoy triple tax benefits* and allow funds to roll over year-to-year, there is no 20% penalty if funds are used for non-medical related purposes after age 65 (though taxes still apply).

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Retirement

Why Are Health Savings Accounts a Part of Many Retirement Plans?

Imagine you and your spouse are 65-years-old and retiring this year. I hope you have about a quarter-million dollars saved just to cover the healthcare costs you’ll have through retirement. This is according to a retirement cost outlook from Fidelity - and it’s up more than 6% from the 2016 estimate.

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Retirement