What a Relief! Congress Acts Against Surprise Medical Bills

If you have ever been caught off-guard by a large medical bill, a long-running practice known as balance billing might be the reason.
Smarter Spending on Deep-Discount Days

Unless you complete your holiday shopping before Halloween, you might be enticed by Black Friday and Cyber Monday deals. These tips may help you save time and money.
Year-End Finance Tips

As we approach year-end, now is a great time to take advantage of several end-of-the-year financial planning tips that you may have been procrastinating on. Watch now for tips from
Q3 Market Update
Watch our latest video for more insights into how the markets have performed in the last quarter!
Women Face Challenges in a Post-Pandemic World

Now that the U.S. economy is picking up steam, women need to re-examine their retirement planning strategies. If you need to make up lost ground, consider the following tips.
Following the Inflation Debate

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008. Was the “base effect” to blame?
Is a High-Deductible Health Plan Right for You?

If you are considering enrolling in an HDHP or already enrolled in one, here are some factors to consider when comparing an HDHP to a PPO.
September Market Recap
Markets continued to rally in August, with all three major U.S. indices setting record highs. What does the recent surge in COVID-19 cases mean for the markets moving forward?
Rightsizing or Downsizing Pre-Retirement

If you’re thinking about downsizing or right-sizing your home prior to retirement, you’re not alone. Watch for insights on how selling your home can affect your finances.
College Application and Financial Aid Calendar

Senior year is the time when many college decisions need to be made. The following calendar is a general overview of the application and financial aid process.