Plan for tomorrow

Resources to help you better manage your money, prepare for retirement, and protect what matters most.

A grandchild gives his grandfather a big hug.
Budgeting & Debt Management Health & 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.

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A man covers his girlfriends eyes before giving her a holiday gift.
Budgeting & Debt Management Saving Tips

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.

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A woman looks at her computer screen while reviewing her finances.

Conducting a yearly financial checkup

Reading Time: 4 minutes
Budgeting & Debt Management Planning for Retirement

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.

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A mother helps her teenage son file his FAFSA.
Budgeting & Debt Management Home & Family

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.

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A retired woman looks concerningly at her computer.
Budgeting & Debt Management Home & Family

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.

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A woman holds a smiling baby.
Life Insurance

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.

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A woman looks curiously at her phone.
Life Insurance

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

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A father embraces his teenage daughter
Budgeting & Debt Management Home & Family

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.

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A father helps his daughter back for her move to college.
Budgeting & Debt Management Home & Family

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.

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A mom and her son shop for back-to-school clothes

Back-to-school savings tips

Reading Time: 4 minutes
Budgeting & Debt Management Saving 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.

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An older couple sit in the park while with big grins.
Planning for Retirement

Life can throw a lot of curve balls, so it’s important to make sure that despite life’s twists and turns, your retirement plan remains on track.

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A dad enjoys a summer night grilling with his son.

Tips for nearby summer fun on a budget

Reading Time: 3 minutes
Budgeting & Debt Management Saving Tips

With soaring gas prices and record inflation you may be thinking twice about summer vacations. Fortunately, there are a variety of fun things you can do close to home that won't require filling the tank and breaking your budget.

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A young couple look concerned while planning their estate.
Estate Planning

While crowdfunding has gained popularity, it isn’t a guarantee. Life insurance, however, can provide a guaranteed death benefit to your loved ones – and it can be more affordable than you may think.

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A young man wraps his arms around his father's shoulders.

Money saving tips from dad

Reading Time: 5 minutes
Budgeting & Debt Management Home & Family

On June 19, we will celebrate Father's Day as a way to honor our Dads and everything they’ve done for us. To help mark the occasion, we asked our employees to share the best budgeting tips and tricks their fathers ever gave them.

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An older couple walks hand-in-hand on the beach.
Home & Family Travel & Leisure

Going on vacation can be expensive, especially if you're on a tight budget. But with some planning and calculations, you can have an exciting and fun experience without draining your bank account. Here's how.

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A man hugs his mom.
Budgeting & Debt Management Home & Family

We asked our employees to share the best financial advice their mothers ever gave them.

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A mother discusses college with her teen son.

Having an open and honest conversation with your teen about college expenses will ensure you’re on the same page financially when it’s time to apply for schools.

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An older couple place groceries in a reusable bag to be sustainable.
Budgeting & Debt Management Saving Tips

While it can be costly to be environmentally-focused, some sustainable switches can also help you save money.

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A young mother holds her daughter as she talks on the phone.

Life insurance for stay-at-home moms

Reading Time: 4 minutes
Home & Family Life Insurance

Needless to say, all that you do every day would not be easy to replace. That’s why it’s so important to consider having a plan in place to help ensure your family could stay afloat. One option is life insurance. Here are some of the ways a life insurance policy can benefit your family.

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A young man smiles while doing his taxes.

Federal tax deadlines you should know

Reading Time: 4 minutes
Budgeting & Debt Management Estate Planning

Knowing key Internal Revenue Service (IRS) dates will help you avoid any penalties so you’ll get your refund faster.

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