CALL (833) PLAN-EFE
Login
Home > Education

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
    Read More
  • young couple talking to professional financial advisor
    Article
    Financial advisor performance evaluation
    Read More
  • Couple shakes hands with financial advisor holding portfolio
    Article
    Should I have more than one financial advisor?
    Read More
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
    Read More
  • couple examines insurance paperwork at table
    Article
    Types of insurance policies
    Read More
  • A male healthcare worker talking to senior man in wheelchair indoors at home.
    Article
    Is Long-Term Care insurance worth it?
    Read More
Learn More About Insurance

Home & Mortgage

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

Life Events

  • Businesswoman in green office looking out of window
    Article
    The Great Resignation: Should I quit my job?
    Read More
  • 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
    Read More
Learn More About Life Events

Market Volatility

  • man with a beard discussing something with a male and a female
    Article
    January market action offers valuable reminder
    Read More
  • image of the US Treasury Department
    Video
    Federal budget proposals and their effect on investment strategies
    Read More
  • person-writing-on-sheet-with-calculator
    Article
    Don't fall into the trap of using mental accounting
    Read More
Learn More About Market Volatility

Retirement & Estate Planning

  • 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
    Read More
  • middle aged man on tablet sitting on couch next to young child smiling
    Article
    How to choose a guardian for your child
    Read More
Learn More About Retirement & Estate Planning

Tax & Finance

  • four women around a table talking
    Article
    Lending money to family or friends
    Read More
  • grey-haired woman sitting in front of laptop meeting with female tax advisor
    Article
    8 tips for choosing a tax preparer
    Read More
  • middle-aged man on phone looking concerned
    Article
    What to do if you are a victim of identity theft
    Read More
Learn More About Tax & Finance

Schedule Your Free, No Obligation Consultation

Find An Advisor