Plan for tomorrow

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

Content with Learn and Plan Categories Home & Family .

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 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 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 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 family light sparklers for the New Year.
Home & Family Saving Tips

If you blew the budget this holiday season, or if you’re just hoping for a fresh start in 2022, consider these five tips to focus on finance in the new year.

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A family video conferences with grandparents for the holidays.
Home & Family Planning for Retirement

Talking about financial planning can sometimes make people feel uncomfortable, but meeting with your spouse, children, or grandchildren to discuss financial decisions can better prepare your family for the future.

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A young family have fun catching snowflakes on their tongues.
Budgeting & Debt Management Home & Family Saving Tips

If you find your budget needs some improvements, here are some helpful tips to getting your income and expenses back in balance and creating a more financially fit 2023.

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A person takes their wedding band off their finger
Home & Family Life Insurance Annuities Planning for Retirement

Going through a divorce or a separation after a long-term relationship can be one of the most emotionally taxing experiences in a person’s life.

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A young father holds his baby

What can life insurance do for you?

Reading Time: 5 minutes
Home & Family Life Insurance Planning for Retirement

If you want to protect the people you love, life insurance should be an important part of your financial planning. It can provide a meaningful amount of money to your family, give you a way to leave a legacy, and much more.

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A young family walk hand-in-hand through the woods

Do you own your financial future?

Reading Time: 3 minutes
Home & Family Life Insurance Planning for Retirement

On the surface, life insurance may seem fairly simple and straightforward—it can provide financial support to your family and loved ones should you pass away. Permanent life insurance comes in many forms, with each product type having its own benefits.

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A young father teaches his son to fish

Easy ways to save on costs this summer

Reading Time: 4 minutes
Home & Family Saving Tips

After more than a year of enduring the COVID-19 pandemic, you may be ready to get out into the world and enjoy the summer. The good news is that there is still a lot of summer fun to engage in, just remember to do so safely and economically! Here are some suggestions.

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A young graduate hugs his father
Budgeting & Debt Management Home & Family

You’ve graduated from college and you’re striking out on your own. Making that transition can be challenging and overwhelming, especially when you’re learning how to handle your finances. To stay money smart after college, help avoid pitfalls by using these tips.

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A young mom holds her baby while working
Home & Family Saving Tips

Working full-time and taking care of your kids isn’t always easy and it certainly doesn’t leave you a lot of time, especially when it comes to navigating finances. Here are a few tips to help you manage your money even when you have limited time.

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A father helps teach his young daughter

Tips for raising financially smart kids

Reading Time: 4 minutes
Budgeting & Debt Management Home & Family Saving Tips

As early as age three, you can start teaching your children how to be financially smart and form good habits. Here are some tips.

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A young father and his daughter enjoy the spring weather in a park

Preparing for spring expenses

Reading Time: 5 minutes
Home & Family Saving Tips Travel & Leisure

To make sure you’re prepared and so is your budget, here are four big financial considerations to prep for before the first day of spring.

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Hands of a man and a woman hold a sonogram of a baby
Home & Family Life Insurance

With big changes on the horizon and a whole new person to care for, it’s important to obtain financial protection that helps your dependents carry on if you pass away suddenly.

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