Plan for tomorrow

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

A retired woman smiles while her husband gives her a piggyback ride.
Planning 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.

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An older man looks forlorn.
Life Insurance Health & Wellness

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.

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A young mother pushes her baby in a stroller while walking in the park.

How to lower your cost of living

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Budgeting & Debt Management Saving Tips

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.

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A young woman walks proudly to her new job.
Budgeting & Debt Management Life Insurance

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.

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Business planning with life insurance

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Life Insurance

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

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A woman works through her monthly budget.

Steps to creating a monthly budget

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Budgeting & Debt Management

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.

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Budgeting & Debt Management

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.

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A wife hugs here husband while he gives their child a pigg-back ride.
Budgeting & Debt Management

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.

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Budgeting & Debt Management Health & Wellness

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.

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Planning for Retirement

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.

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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

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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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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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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

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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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