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Welcome to the Education Center

Here’s where you can find valuable information on personal finance topics to help you manage any decision in your life with a dollar sign.

Planning & Investing

Insurance

Home & Mortgage

Life Events

Market Volatility

Retirement Planning

Tax & Finance

Financial Planning & Investing

  • middle aged woman smiling as she exits the drivers seat of a red car
    Article
    Leasing a car vs buying
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  • young couple talking to professional financial advisor
    Article
    Financial advisor performance evaluation
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  • Couple shakes hands with financial advisor holding portfolio
    Article
    Should I have more than one financial advisor?
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Learn More About Financial Planning & Investing

Insurance

  • young man on laptop at home office desk
    Article
    How to buy life insurance and what to avoid
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  • couple examines insurance paperwork at table
    Article
    Types of insurance policies
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  • A male healthcare worker talking to senior man in wheelchair indoors at home.
    Article
    Is Long-Term Care insurance worth it?
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Learn More About Insurance

Home & Mortgage

  • woman at home computer considering something and taking notes on paper
    Article
    Buying real estate with an IRA
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  • Happy Senior Couple Relaxing on Their Front Porch
    Article
    Should I sell or rent my house?
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  • retirement-aged woman at mailbox holding letters and talking on the phone
    Article
    Should I pay off my mortgage before I retire?
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Learn More About Home & Mortgage

Life Events

  • Businesswoman in green office looking out of window
    Article
    The Great Resignation: Should I quit my job?
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  • Professional woman shakes hands with man as she leaves her job
    Article
    What to do with your 401k after leaving your job
    Read More
  • African-American grandmother and granddaughter running to hug each other
    Article
    Fund a Roth IRA for kids as a gift
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Learn More About Life Events

Market Volatility

  • image of the US Treasury Department
    Video
    Federal budget proposals and their effect on investment strategies
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  • person-writing-on-sheet-with-calculator
    Article
    Don't fall into the trap of using mental accounting
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Learn More About Market Volatility

Retirement & Estate Planning

  • girl grandchild and boy grandchild looking over the shoulder of grandfather reading a book
    Article
    Should you create a trust?
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  • woman sitting on couch next to white dog looking at something on her tablet
    Article
    Avoid taking a 401k withdrawal if you can
    Read More
  • retirement aged woman sitting on a cruise ship with laptop looking out window
    Article
    Spending in retirement: It’s all about balance
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Learn More About Retirement & Estate Planning

Tax & Finance

  • grey-haired woman sitting in front of laptop meeting with female tax advisor
    Article
    8 tips for choosing a tax preparer
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  • middle-aged man on phone looking concerned
    Article
    What to do if you are a victim of identity theft
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  • man reconciling accounts on paper near calculator
    Article
    Tax saving strategies
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Learn More About Tax & Finance

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