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

News & Insights

Retirement Planning

Tax & Finance

Financial Planning & Investing

  • 3 close wind turbines for wind energy on a hill with other turbines in the background
    Article
    ESG investing: Off the sidelines and into the mainstream
    Read more
  • three women sitting and one woman standing in a casual office environment
    Article
    Addressing the gap in financial literacy among women
    Read more
  • younger female sitting with older father at table discussing
    Article
    How you can avoid taxes on a 401k inheritance
    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

  • back patio and home
    Article
    Has the window closed to refinance my mortgage?
    Read more
  • Portrait of family with mother, father and two daughters outside of their home
    Article
    Understanding potential capital gains tax on real estate in a hot market
    Read more
  • woman at home computer considering something and taking notes on paper
    Article
    Buying real estate with an IRA
    Read more
Learn More About Home & Mortgage

Life Events

  • non-traditional student watching an online course
    Article
    When plans change: What to do with unused 529 funds
    Read more
  • male leaning against a counter in his business looking at a tablet wearing an apron
    Article
    Choosing the right business structure
    Read more
  • students walking on a college campus in the fall
    Article
    Are 529 contributions tax deductible?
    Read more
Learn More About Life Events

Market News & Insights

  • middle aged man reading newspaper at a coffee shop looking out the window into the city
    Article
    Putting inflation and the markets into perspective
    Read more
  • small bronze statues of a bear and a bull in the background
    Article
    How to prepare for a bear market
    Read more
  • two males and one female siting at a table looking at papers and computer screen thoughtfully
    Article
    On the rise: Fed interest rate hike
    Read more
  • city view of stock ticker
    Article
    Russia’s invasion of Ukraine and its effect on the markets
    Read more
  • 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
More Market News & Insights

Retirement & Estate Planning

  • grandmother holding a baby on her lap sitting next to father
    Article
    What is the best way to pass on an inheritance?
    Read more
  • business owner on laptop with shipping boxes in background and clothes rack on the side
    Article
    Saving for retirement with a SEP IRA
    Read more
  • professional female speaking with a small business owner in her cafe over paperwork
    Article
    4 questions every small-business owner should ask their retirement plan advisor
    Read more
Learn More About Retirement & Estate Planning

Tax & Finance

  • balding man looking thoughtfully at papers at home desk
    Article
    Determining your tax filing status after the death of a spouse
    Read more
  • view over the shoulder of a man looking at stocks on a tablet
    Article
    The benefits of tax-loss harvesting
    Read more
  • man looking thoughtfully out the window while sitting at his computer at a desk
    Article
    Behavioral finance: Keeping emotions separate from investing
    Read more
Learn More About Tax & Finance

Schedule Your Free, No Obligation Consultation

Find An Advisor