Important Documentation

We're here to help you understand every facet of preparing for your financial future. Use our resources to better understand the financial planning process and how we work for you.

Budgeting Tips for Adults (22+)

It’s never too early to get a handle on how you manage your money. By understanding and adjusting how you’re spending and saving your money, you can prevent a financial disaster later on in life.

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College Coaches

The college application process is one of the most important parts of your child’s academic career. College Coaches provide professional guidance that extends far beyond the support provided by school counselors or advisors. This list highlights the reputable options available in your area.

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Legal Options for Divorce

Divorcing a spouse is a very complicated process, legally, financially, and emotionally. You have options when deciding which legal path is right for you.

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Medicare

Medicare is the federal health insurance program that pays for a variety of healthcare expenses for people who are age 65 or older, younger people with disabilities, and/or people with approved medical conditions. Learn more about Medicare and how it could apply to you.

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Transitioning Into Spend Phase

Congratulations on your retirement! Now it’s time to consider the options for this next financial phase of your life.

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Estate Planning

Estate planning is the process of anticipating and arranging how you would like your assets to be distributed. Our guide will help you create an estate plan that keeps you in control.

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Automobile Agreement

The use of an automobile is a privilege that carries an enormous responsibility for a new driver. This agreement can be modified to your family’s circumstances and can be used to help in managing driver expectations, responsibilities, and consequences.

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Saving and Paying for College

You have options when it comes to saving up and paying for your child’s college education. Learn more with our helpful guide.

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Assisted Living

Long-term retirement houses provide a type of residential care for people who require continual nursing care and have significant difficulty coping with or managing daily living activities.

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Continuing Care Retirement Communities

Continuing care retirement communities (CCRC) are retirement communities that offer residents a continuum of care with accommodations for independent living, assisted living, and nursing homes. Click below to see a selection of CCRCs in the area.

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