Individuals & Families


Do You Know When to Call Your Financial Representative?

When life throws you a curve, who are you going to call? It’s your trusted financial representative. Life happens. Whether it’s a marriage or divorce, career changes, or an unexpected illness, all are part and parcel of day-to-day life. Each one can impact your finances. Should you experience a life event, would you know when [...]

A Growing Segment of Adults Head Back to College

Whether it’s to gain new skills or set their careers in a different direction, adults head back to college first. Albert Einstein said, “Once you stop learning, you start dying.“ Since learning is supposed to be a lifelong process, it may be why many adults head back to college. We know life teaches us lessons [...]

The 7 Habits of Financially Successful Women

Taking responsibility for personal finances is only one of seven habits that financially successful women follow. Isn’t it time you incorporated these habits into your financial strategy? Financial success doesn’t occur by chance. It’s something that you consciously work toward every day and a process that takes time. It’s not one particular act of saving [...]

Going It Alone: Preparing Financially for the Future without Your Significant Other

It’s a fact. Women live on average five years longer than men. Preparing financially for the future can improve the quality of those years. How long can you expect to live? According to the National Center for Health Statistics, it’s 76.3 years for men and 81.2 years if you’re female. Preparing financially for the future [...]

Women Breadwinners Are Redefining Roles

Financial power in households across America is shifting, as the number of women breadwinners is on the rise. Did you know that as of 2015, more than 40% of women were their family’s sole or primary breadwinner? It’s true. Women are now bringing in at least half, if not more, of their household’s income. What [...]