Financial Education

Power of the Financial Choices We Make

The power of the choices we all make every single day and how it effects your financial future.

Proper Estate Planning with Dream Mutual

Estate planning is really about the living – ensuring the physical, financial and lifestyle needs of loved ones are protected when you're no longer there to provide.

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Protecting Your Financial Identity

You’re doing a lot of business online now. So you should beware that thieves are always ready to take advantage of your electronic footsteps. This video explains how you can help protect yourself.

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Gain Control Over Your Financial Future

Learn how a well-prepared and comprehensive financial plan can help you gain control over your financial future.

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Different elements that make up financial wellness

Look at the different elements that make up financial wellness – planning, budgeting, saving for retirement, college funding and estate planning.

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Your Retirement Income: Will You Have Enough?

Do you think you’ll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect from Social Security. Learn more here.

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Ever Hear of the Sandwich Generation?

Do you currently find yourself struggling to cope with the conflicting demands of caring for aging parents.

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Paying for College 101

Today, a college education costs more than ever. But there are ways to make it more affordable. Here are some tips to help you fund higher education for your family.

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Coping With Volatility

When markets get choppy, investors often make bad decisions. Discover different strategies to help you minimize the effects of volatility on your portfolio.

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Your Retirement Income – Will you have enough?

Could you live on $1,400 a month? That’s about what the average retired worker receives from Social Security today.

You’re probably going to need a lot more than that to live on when you retire. How much more? One rule of thumb is to figure you’ll need 70% to 80% of the income you expect to be earning at the time you retire. And you could need that income for a long time. On average, a 65-year-old man in the U.S. has a life expectancy of close to 83 years, and a 65-year-old woman can expect to celebrate her 85th birthday.

Protecting Your Financial Identity

Cyber‐hackers are out to steal your identity, and they come up with a lot of different ways to go about it.

Once they have the information they need, they might withdraw money from your bank account, set up new credit accounts to make expensive purchases, get health services using your name or insurance, or sell your personal information to someone else. Here’s how you can help prevent this from happening to you.

Paying for College 101

A college education is a great way to prepare for the future, but it’s also a big expense.

With rising tuition costs and growing student loan debt, many families are concerned about how they’ll pay for their children’s higher education. That’s where planning comes in.

What's Your Financial Wellness Plan?

What does it take to achieve financial wellness? A clear view of your goals ‐‐ along with a solid plan for reaching them and the self‐discipline to follow through.

Think of all the ways your efforts could benefit you and your loved ones. Money for emergencies. A college fund for your kids. A comfortable retirement. Financial wellness may lead to all of these things and more. Start on the path to financial wellness by defining your goals and establishing time frames for reaching them.