Financial Education Resource Library
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Browse our articles, guides, and other resources - developed by our experienced team and designed to help you reach your unique financial goals.
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The SECURE Act - What Is It and How Does It Affect Me?
Brandon R. Bishop | Posted:
The Setting Every Community Up For Retirement Enhancement Act (SECURE Act), signed into law on December 20th, 2019, represents the first major piece of retirement legislation passed in a decade. Like many people, you are probably wondering what this means for you.
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Going Without Medicare Part D May Not Make Sense
Lindsey M. Hendrickson | Posted:
Even if you aren’t currently taking any medications, if you're turning 65 soon and will be eligible for Medicare, you may want to seriously consider enrolling in Part D coverage at the same time you enroll for Medicare.
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529 College Savings Account Updates for 2020
Daniel V. Estenson CFP®, AIF® | Posted:
There are a few changes of note regarding 529 College Savings Accounts for 2020.
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What Are "Digital Assets", and Do I Really Need A "Digital Estate Plan"?
Susan K. Severson | Posted:
In a world of endless logins, user names, and passwords, what are digital assets, and do we really need to worry about what happens with them when we are gone?
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