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.

  • Social Security Administration Phone Scam

    Angela M. Carstens | Posted:

    With all of the various ways malicious people try to steal our identities, it should not be a surprise that the Social Security Administration (SSA) has issued a warning about an Office of the Inspector General (OIG) impersonation scheme.

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  • What are Advanced Placement (AP) courses worth to your student?

    Daniel V. Estenson CFP®, AIF® | Posted:

    There are a few ways parents or grandparents can help students reduce student loans for future college students. There is another way that the student can help themselves minimize college costs: by earning college credits through Advanced Placement (AP) classes.

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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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  • Overcoming Obstacles

    Ty A. Bernicke CFP® | Posted:

    I have always been truly inspired by stories about people who use difficult situations in life to grow personally.

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