Big Life Changes
How to prepare for and manage a major life change in pre-retirement and post-retirement.
Healthcare Plans in Retirement
For a review of health insurance coverage and costs. You’ll also find additional resources, such as insurance counseling and assistance with Medicare.
Learn about the importance of life insurance.
Investing in Higher Education
To access information about your children’s education with an overview of college saving plans, some options that we like, and opportunities for federal student aid.
Legacy Planning/Estate Planning
To help reflect on the legacy you want to leave for your family, below are resources for your estate planning journey to get you started on the paperwork, or to finalize your documents. Estate planning is not a one-time event; it should be reviewed every 5 years or after a significant life event (i.e., new baby, marriage, death, etc.).
Mental Health and Retirement
Wellness resources to help you address the ups and downs of life with confidence.
Retirement Investment Plans
Review updated IRS contribution limits for different retirement investment plans.
Create an account to access your Social Security benefits and tax information.