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Spend Less Than You Earn

Spending less than you earn is the golden rule to personal finance…and a little reminder never hurts.

Debt Consolidation

What is debt consolidation?

Debt consolidation is when you roll all of your smaller individual loans into one large loan, usually with a longer term and a lower interest rate. This allows you to write one check for a loan payment instead of many, while lowering your total monthly payments.

ABCs of Financial Aid

ABCs of Financial Aid

These days, it's hard to talk about college without mentioning financial aid. Yet this pairing isn't a marriage of love, but one of necessity. In many cases, financial aid may be the deciding factor in whether your child attends the college of his or her choice, or even attends college at all.

Major Federal Financial Aid Programs

Loans

The main federal education loans are the Direct Subsidized Stafford Loan, the Direct Unsubsidized Stafford Loan, the Direct PLUS Loan, and the Perkins Loan. Federal education loans generally offer more generous repayment options than private student loans.

Direct Stafford Loans

The Importance of Goals

 

Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. A trusted advisor can help set you on the right path and ensure you stay the course.

Should You Buy or Lease Your Car?

What’s the better choice - buying or leasing a car? This video explains the financial advantages of both options.

Type Video Topic Budgeting

Graduating from College to Financial Freedom

College graduation is a time of new beginnings and new financial responsibilities. Get off on the right foot financially with these money management tips.

How Do I Budget?

Learning to budget is essential to any healthy financial life. Show your clients' children the basics of budgeting with this video to help them learn to make every penny count.

Type Video Topic Budgeting