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We believe in offering sound financial guidance to help consumers make their best decisions now and in the future.  Delivering relevant and transparent information is more critical than ever. 


Advice from our team has been featured in: 


5 things you can do today to have enough saved for retirement

By Karon Warren

The Atlanta Journal-Constitution

11/02/2023


Can You Pay a Credit Card with a Credit Card?

By Sarah Brodsky

The Wall Street Journal

08/17/2023

8 Types of insurance policies and coverage you need in 2023

By Mandy Sleight

USA Today

06/07/2023


6 Ways Gen Z Is Missing Out on Opportunities To Build Retirement Savings

By Gabrielle Olya

GOBankingRates

04/12/2023


Taxes 2023:  How To Protect Yourself From the Rise in 'Vishing' Scams

By Gabrielle Olya

GOBankingRates

04/06/2023


Retirees need to know how to navigate a new set of debt challenges

By Elizabeth Crumbly

The Atlanta Journal-Constitution

04/03/2023

 


What To Know If You Deposit More Than $10k Into Your Checking Account

By Angela Mae

GOBankingRates

04/02/2023

 


Loans for Seniors with Bad Credit

By Robert Shaw

Incharge.org

03/30/2023

 

What is APR on a credit card, and how does it work?

By Sarah Brodsky

Fortune

03/24/2023

 


What is a money market fund?

By Tony Dong

USA Today

03/23/2023

 

WomenNearing Retirement Regret Not Saving Sooner – Here’s How They Can Catch Up

By Maddie Duley

GOBankingRates

03/23/2023

 

5Ways to Prepare Your Portfolio for Black Swan Events

By Tony Dong

U.S. News & World Report

03/21/2023

 

CD rates forecast: How high will rates rise in 2023?

By Lauren Ward

USA Today

03/17/2023

 

Rich Man Refusing to Give Sister Money for Niece Backed

By Sophie Lloyd

NewsWeek

03/10/2023

 

Gen Z Isn’t the Only Generation Not Saving For Retirement, According To Study

By Maddie Duley

GOBankingRates

03/09/2023

 


Passive Income in 2023: Are These 7 Investments Worth Considering?

By Jennifer Taylor

GOBankingRates

02/27/2023

 


Catching up on retirement, American-style

By Renee Sylvestre-Williams

The Budgette

02/21/2023

 


Citibankis offering a bonus of up to $2,000 for new checking account customers right now

By Ivana Pino

Fortune

02/17/2023

 

Half of Americans expect $1,000 or Less in Their Tax Refunds This Year: Are They Right?

By Maddie Duley

GOBankingRates

02/17/2023


Secure 2.0 Act helps savers nearing retirement boost catch-up contributions

By Nora Colomer

Fox Business

01/11/2023


3 Insurance Types To Get in 2023

By Tim Maxwell

CBS News

01/02/2023


5 Ways To Earn Passive Income

By Aly J. Yale

Fortune

12/29/2022


Don't Let Them Fool You - Here's Why Bond Funds Are Not Bonds

By Chris Carosa

Forbes

12/27/2022


Yes, You Can Benefit From Rising Rates - Here's How

By Chris Carosa

Forbes

12/24/2022



4 Healthy Ways Gen Z and Millennials Can Cope With Financial Stress

By Maddie Duley

GOBanking Rates

12/14/2022



Don't Let The Allure Of Bonds Mask Reinvestment Risk

By Chris Carosa

Forbes

12/12/2022



What Can Be Done As Rising Rates Tank Bond Funds Leaving 401k Savers Bewildered?

By Chris Carosa

Fiduciary News

12/06/2022


Average 401(k) balances are down more than 20% this year. Here’s what experts say you should do to make it through a volatile market

By Ivana Pino

Fortune

11/18/2022


8 Money Experts Reveal Their No. 1 Piece of Retirement Advice

By Jenny Rose Spaudo

GOBanking Rates

11/17/2022


Orphan Accounts Pose Fiduciary Liability To 401k Plan Sponsors

By Chris Carosa

FiduciaryNews

11/08/2022



Don't Let ROBS Steal Your Retirement

By Chris Carosa

Forbes

11/03/2022



5 Money Moves To Make in Your 60s To Avoid Higher Taxes in Retirement

By Casey Bond

GOBankingRates

11/01/2022


How To Use Your 401(k) Funds To Start A Business

By Chris Carosa

Forbes

11/01/2022



Cash Is King When Making an Offer on a Home: Here’s How Real People Actually Afford It

By Gabrielle Olya

GoBanking Rates

10/28/2022


Ask These Questions Before Purchasing a Life Insurance Policy

By Jenna Cartusciello

Woman's World

10/07/2022


NerdWallet Small-Business Financing Index Falls as Interest Rates Rise

By Tina Orem

NerdWallet

10/05/2022


5 ways to afford your holiday gift shopping and parties - even with inflation on the rise

By Ivana Pino

Fortune

10/03/2022

7 Financial Planning Activities You’ll Forget to Do Once Your Baby is Born

By Geoff Williams

MoneyGeek

10/03/2022


Experts: How To Find The Perfect Place To Retire

By Gabrielle Olya

GoBanking Rates

09/29/2022


Top Issues (And Their Solutions) 401k Plan Sponsors Have With Plan Participants

By Chris Carosa

FiduciaryNews

09/27/2022


How To Pay off Credit Card Debt with No Money, Bad Credit

By Jerry Brown

Sound Dollar

09/23/2022


Should you use a HELOC to pay off your mortgage?

By Jess Ulrich

Bankrate

09/23/2022


Top Issues (And Their Solutions) 401k Plan Sponsors Have With Education Providers

By Chris Carosa

FiduciaryNews

09/20/2022


10 Retirement Planning Steps To Take in Your 40s

By Jami Farkas

GOBankingRates

09/16/2022


 What Is a Solo 401(k) Plan?

By Brian O'Connell

U.S. News & World Report

09/13/2022


 Top Issues (And Their Solutions) 401k Plan Sponsors Have With Investment Providers

By Chris Carosa

FiduciaryNews

09/13/2022


 How Can 401(k) Plan Sponsors Address The Biggest Issues They Face Right Now?

By Chris Carosa

Forbes

09/12/2022


 Top Issues (And Their Solutions) Plan Sponsors Have With Recordkeepers

By Chris Carosa

FiduciaryNews

09/07/2022


Control Your Finances To Take Control Of Your Health With Herman Thompson, Jr.

By Howard Rapp

Modern Professional

09/05/2022


Top Issues (And Their Solutions) Plan Sponsors Have With Payroll Processors

by Chris Carosa

FiduciaryNews

08/30/2022


Should You Use The Roth Retirement Savings Option?

By Chris Carosa

Forbes

08/27/2022


Why Is A Roth IRA Better Than A Roth 401(k)?

By Chris Carosa

Forbes

08/25/2022


Why Is A Roth 401(k) Better Than A Roth IRA?

By Chris Carosa

Forbes

08/25/2022


How Does Life Insurance Work and What to Know Before You Buy

By Tanza Loudenback

The Wall Street Journal

08/24/2022


Financial Advisors Share the Best Financial Lessons They Gave Their Clients

By Gabrielle Olya

GoBankingRates

08/22/2022


What is Reinsurance?

By Jess Ulrich

Sound Dollar

08/17/2022


Americans Raiding Savings to Cover Household Bills

By Brian O'Connell

The Street

08/09/2022


Here's How To Retire Early and Quit the Daily Grind

By Jamie Farkas

GoBankingRates

08/06/2022


What are advisors doing (or not going) with their own portfolios in a bear market?

By Renee Sylvestre-Williams

MoneyWise

08/05/2022


When It Makes Sense to Borrow From Your 401(k)

By Octavio Blanco

Consumer Reports

07/23/2022


7 Things To Know About Social Security and Retirement for 2022

By Gabrielle Olya

GOBankingRates

07/21/2022


Are Younger Americans Taking Money Advice From TikTok?

By Brian O'Connell

The Street

07/19/2022


Experts: What To Do With Your Money if You Win the Lottery

By Jami Farkas

GOBankingRates

07/16/2022