Plan for tomorrow

How SECURE Act 2.0 could impact saving for retirement

Along with changes that will impact current retirees or people nearing retirement, provisions of SECURE 2.0 might help younger workers build their savings, create emergency funds, and move retirement savings plans between employers with more ease.

Coping with grief and ways life insurance can help

To help ease financial worry after losing a loved one, many people look to life insurance to help pay for final expenses, replace income, and plan for the road ahead.

How to lower your cost of living

As inflation continues to increase and affect the cost of everyday items, many families are feeling the squeeze. Households around the globe are taking a closer look at their budgets and finding ways to cut back spending to try and keep pace with rising expenses.

New job checklist: organizing your finances after a career change

Starting on a new career path can be a thrilling and busy time full of new routines, expectations, and responsibilities. Whether you’re stepping into a different role or changing your profession completely, there are likely financial changes to be prepared for to ensure a smooth transition.

Business planning with life insurance

In the corporate world, life insurance is commonly used in key-person insurance, buy-sell agreements, succession planning, and executive bonuses.

Steps to creating a monthly budget

No matter your income level or your expenses, developing a budget can allow you to better track your spending, work toward your savings goals, lower debt, and improve your overall financial health.

How to successfully achieve short-term financial goals in January

Goal setting is very important; it just may require you to switch up how you approach the process to be successful. Choosing short-term, attainable goals can help keep you motivated and allow you to reach the finish line one step at a time.

Tips to improving your financial well-being in the New Year

As you reflect on the year behind you and what you wish for the new one ahead, you may be thinking about ways to improve your financial well-being and build a stronger, more secure future.

Guidelines for year-end charitable giving

Donating money to charitable causes can be beneficial all year long, but many people choose the holiday season to make their contributions. Nearly one-third of annual donations happen in December, often inspired by the holidays, potential tax write-offs, and year-end bonuses.

Four steps to add to your retirement planning checklist before year-end

Taking actions that can help maximize your retirement savings can be a welcome activity any time of year, but you may find working it into your year-end financial review to be a convenient time to take a closer look.

How gratitude can help boost financial wellness

To make the most of this season of thankfulness, here are several ways to practice mindfulness and help give your financial well-being a healthy boost.

Five ways to avoid overspending during the holidays

By creating a holiday budget and putting a plan in place early, you can help curb overspending and greatly reduce money stress surrounding this time of year. Here are five budgeting tips to control holiday spending.

Conducting a yearly financial checkup

Reviewing your budget, expenses, and overall financial plan yearly can help determine if your money management practices are on track or could use a tune-up. Use this checklist to help conduct an annual financial checkup and monitor your progress from last year.

Filling out the Free Application for Federal Student Aid (FAFSA): tips and tricks to simplify student aid

To apply for federal student aid, the current or prospective student will need to complete the Free Application for Federal Student Aid (FAFSA). Here’s a closer look at the FAFSA and what you need to know to help ensure a smooth application process.

Ways you can prevent cyberattacks and protect your financial information

In our current digital world, cybercriminals continue to be on the rise, looking for opportunities to gain access to sensitive information and personal data. Tyler Musser, Associate Vice President of IT Security, Sammons® Financial Group Member Companies, shares his insight into spotting common financial scams and how you can boost your protection against cyberattacks.

How much life insurance should you have?

Deciding how much life insurance you need is unique to each person, but there are several factors that can help you estimate the amount of coverage that can best meet your goals.

How to file a life insurance death claim

Here’s what to know about life insurance claims and what you can do to help ensure a smooth process.

How to save for your child's college fund

With the cost of a college education continuing to rise every year, saving enough money to send your kids to school can feel like a daunting task.

Financial moves to consider if you’re an empty nester

For many years, you’ve worked hard to help your children grow into well-rounded, capable adults. Now the time has come when they will leave the nest to head out into the world.

Back-to-school savings tips

As summer comes to a close and a new school semester is just around the corner, you likely have back-to-shopping on your mind if you’re a parent.