Resource Center

  • Thriving In The Gig Economy

Thriving in the Gig Economy

2019-06-21T10:14:03-05:00June 21, 2019|Categories: Resource Center|Tags: , , , |

Thriving in the Gig Economy

Approximately 57 million Americans participate in the gig economy. While the gig economy has been around forever, the number of freelancers has increased exponentially. The need for these freelancers and side hustlers to save for retirement is greater than ever. Check out our new piece where we examine 4 critical areas of personal finance that should be a focus for freelancers looking to get ahead. http://bit.ly/2L0puN0

  • Identity Theft - Man Looking At Laptop In Dark

Identity Theft. Eight Steps to take if you are a victim.

2019-05-31T09:53:21-05:00May 31, 2019|Categories: Resource Center|

Identity Theft. Eight Steps to take if you are a victim.

You’ve spent years building, managing, and securing your financial life. But what happens if your identity is stolen? Unfortunately, it happens regularly. In 2018, over 5.5% of consumers had their identity stolen. Take a look at the 8 things you can do immediately if you’re a victim of identity theft. http://bit.ly/2Wdlwap

  • Steps To College Internship

Six Steps to a College Internship

2019-04-25T10:38:34-05:00April 25, 2019|Categories: Resource Center|Tags: |

Six Steps to a College Internship

Higher education has been in the news a lot recently – both because of March Madness and the College Admissions Scandal – so we wanted to explore the topic further and share insights on how to land a summer internship that can build a student’s personal brand the right way. Take a look at our new article here http://bit.ly/college_internships

  • Apps and Life Hacks

Apps and Life Hacks

2019-03-29T10:16:13-05:00March 29, 2019|Categories: Resource Center|Tags: , |

Apps and Life Hacks

While tax season has nearly come and gone, it’s always nice to have a few ideas to help you close out the current tax season and plan for next year. We’ve curated a few of our favorite apps and life hacks that can help you get and stay organized. And, if you enjoy this piece (or if you’re not a technology buff), we hope you’ll share it with someone who is. http://bit.ly/appsandhacks

Women & Investing

2019-03-20T10:08:22-05:00March 20, 2019|Categories: Resource Center|Tags: , |

Women & Investing

Women investors face special challenges that make financial literacy and advanced planning especially important. For example, women are more likely to outlive their husbands or have divorce disproportionately affect them, making long-term financial strategies especially critical. Grab a copy of our new resource for women who are seeking perspectives on how to take control of their financial lives. We hope you’ll share it with the women in your life http://bit.ly/womenandinvesting

6 Steps for Early Retirement

2019-03-07T14:35:29-06:00March 7, 2019|Categories: Resource Center|Tags: , , |

6 Steps for Early Retirement

We’ve gotten a lot of questions recently on what it takes to retire early. While leaving the workforce may sound appealing, the people we work with want to make sure they have enough money saved and their portfolio is positioned for the road ahead. Here are the 6 steps every investor should take before considering early retirement https://bit.ly/2SIqwgT.

FSA vs. HSA

2019-02-14T09:55:14-06:00February 14, 2019|Categories: Resource Center|Tags: , |

Health Savings Account vs. Flexible Spending Account

A Health Savings Account (HSA) or a Flexible Spending Account (FSA). Which one should you choose? With several key differences between them, it literally pays to get this decision right. Grab a copy of our new guide to learn more about the important nuances between these two accounts. http://bit.ly/HSAorFSA

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