Digital Resouces

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  • Investments for the Different Stages of Your Life

    February 20, 2026

    Learning when and where to invest at different life stages can be important for financial security. This article clarifies the different priorities and related investment strategies through various life phases, from starting out in the workforce to approaching retirement.

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  • Parents and grandparents celebrating a girl's 5th birthday.

    The Sandwich Generation

    February 13, 2026

    Are you part of the “sandwich generation?” Are you squeezed with competing pressures of caring for aging parents, raising kids, and trying to save for retirement, all at the same time? There are strategies that can help to balance these responsibilities. Take a look!

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  • A man smiling and looking at his smartphone with his laptop in the foreground

    Countdown to Retirement: Strategies for Saving in Your 50s

    February 6, 2026

    Do you feel like you are behind in saving for retirement? Or do you wonder if there’s more you can do to prepare for that day? Be encouraged, it’s always a good time to start saving! This article explores practical tips for taking the next step towards making retirement a reality.

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  • a collection of hand weights, a water bottle, tape measure, apple and calculator.

    Planning to Make New Year's Resolutions Stick

    January 23, 2026

    Are you curious about how to make New Year’s resolutions stick? Don’t let past mistakes hold you back! Go ahead and make those goals and explore strategies to achieve lasting success this year. Learn tips to overcome common obstacles in order to turn your goals into achievements.

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  • A couple looking at a list sitting in front of a couch

    How to Make Finances a Priority in the New Year

    January 16, 2026

    Are you wondering what resolutions to set for the new year? This article helps you make finances a priority with meaningful suggestions. Included are items like an estate plan review, and an insurance evaluation. It’s also a good time to start looking at tax preparation!

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  • A couple looking at a computer screen together.

    Planning Your Retirement Goals

    January 10, 2026

    Are you wondering how to meet your retirement goals? Or maybe you're wondering what to consider in coming up with a plan? This article provides answers to these questions and more, offering reasons why planning is so important today and how a financial professional can help.

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