Welcome to the Financial 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.

Latest Articles

Traveling the "right way" in 2024

Stay safe, healthy and connected as you explore our world.
Tips for keeping your wealth safe online

If you’re not paying attention to digital security, you’re doing it wrong.
The challenges of money and relationships

Break away from old patterns to avoid a holiday hangover.
3 Financial Truths for the Rest of 2024

Turn down the volume and stick to your plan.
How do financial advisors get paid

And what value can they provide?
Changes are coming to estate planning laws: How to prepare now

A Q and A with Director of Estate Planning Rodney Weaver.
Should you create a trust?

Different types of trusts can fill different estate planning needs.
Important Papers to Keep: A Checklist

Documents to store or shred.
Is a charitable remainder trust right for you?

It can be an effective tool for estate planning.
Can an executor of a will be a beneficiary?

Pros and cons of having a beneficiary be your executor
Does a Will Override a Beneficiary Designation?

Avoid these costly mistakes when naming a beneficiary.
Estate planning and trusts for pets

If your pet became an orphan, who would be the caregiver?
Identify and help prevent bank scams

How to help protect yourself from increasingly sophisticated tactics.
ARE BONDS A GOOD INVESTMENT?

During a bear market, they may be worth a closer look.
Growth vs value stocks: Which is better for your portfolio?

A look at how these very different types of equities can complement each other.
Avoiding availability bias during market volatility

Focusing on available information about losses can lead to bad investment decisions.
ESG investing: Off the sidelines and into the mainstream

The evolution of values-based investing.
7 types of insurance policies you do and don’t need

Stay covered, but only for what you need.
Purchasing a life insurance policy?

A closer look at costs, categories and steps you need to consider taking.
Is your property and casualty insurance protection up to date?
What you need to know if you’re an executor of estate

How to fulfill your legal obligation to someone's estate.
Estate planning for business owners

The importance of proper estate and succession planning.
Are 529 contributions tax deductible?

Used properly, these plans can help you save more and pay less.
How can I maximize my social security benefits?

The decision on when to file is a strategic opportunity.
Do you need answers to these top tax questions?

Answers from our tax strategy experts may help give you an edge.
Choose the right kind of power of attorney

Know the differences between durable general and springing powers of attorney.
3 questions to consider before you meet with an estate planning attorney

Set yourself up for a successful meeting.
How to Customize Your Retirement Plan Using the 4% Rule

When it comes to a ‛safe’ withdrawal rate, 4% is just a starting point.
Reverse mortgage pros and cons

Why most people should think twice about reverse mortgage solutions.
June Market Insights

June’s markets end mixed amid economic crosscurrents.
May Market Insights

Markets gain in May, though uncertainty about interest rates remains.
April Market Insights

Markets stumble on stubborn inflation and weak GDP
March Market Insights

Stocks rise as market bets on economy’s resilience amid higher rates.
February Market Insights

Stocks post strong gains, though interest-rate picture gets cloudier.
January Market Insights

U.S. large-cap stocks start 2024 higher amid optimism for soft landing. 
December Market Insights

Market ends 2023 with robust gains as it eyes possible soft landing and rate cuts.
November Market Insights

Markets snap losing streak and celebrate possible end to rate hikes.
October Market Insights

Stocks and bonds extend decline on interest rate anxiety.
The power of patience

Things you can do (and not do) amid declining portfolio returns.
September Market Insights

Fears of 'higher rates for longer' deal a blow to stocks and bonds
August Market Insights

Stocks end August lower despite easing inflation concerns.
July Market Insights

Positive news propels markets.
Is now the time to pull your money out of the market?

Create a plan so you don't have to ask this question.
May 2023 Market Insights

Debt ceiling drama keeps markets restrained.
Russia’s invasion of Ukraine and its effect on the markets

Staying the course through geopolitical events.