Next Generation

Valuable insights to help the next generation of a family build a strong financial foundation and secure their future

Finance Planning & Investments

What to Look for in Personal Finance Apps

Mobile applications have become ubiquitous. While many of these apps are games and social media platforms, an increasing number have…

09.08.25
Next Generation

2025 Features of 529 College Savings Plans

The change could encourage greater savings for college and retirement.

09.01.25
Next Generation

Four Reasons Millennials Need an Estate Strategy

You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need…

08.25.25
Next Generation

What If Your Kids Decide Against College?

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s…

08.25.25
Next Generation

Choosing Whether to Save or Invest

After building enough income to live comfortably, young adults may find themselves looking for the next step in solidifying their…

08.11.25
Next Generation

Navigating College Costs in the Wake of the Big Beautiful Bill

On July 4, 2025, President Trump signed the One Big Beautiful Bill Act into law, ushering in sweeping reforms across…

08.11.25
Finance Planning & Investments

Your Emergency Fund: How Much Is Enough?

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family…

08.04.25
Resources

How to Negotiate a Fair and Equal Salary

Landing a new job can provide a huge stepping stone toward achieving long-term financial security. In 2021, following the onset…

06.30.25
Resources

What to Expect During the Home Buying Process

For many young people, homeownership is the ticket to building wealth. U.S. homeowners have a 400% higher average net worth…

06.23.25
Next Generation

A Guide to Establishing Credit

Establishing credit early is crucial for young adults’ future financial success, but choosing the right credit card can be challenging due to varying interest rates, eligibility requirements, and rewards, and this guide aims to help them navigate these decisions.

05.05.25
Next Generation

Estimating the Cost of College

It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2023…

04.15.25
Next Generation

Strategies For Managing Student Loan Debt

If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won’t cure this…

04.07.25