Financial Aid Changes

Financial Aid Changes on the Horizon

The U.S. Department of Education has designated February as Financial Aid Awareness Month, and this year there’s a lot to talk about. On December 21, 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. Included in the bill were several provisions related to education, including many changes to… Read more »

Student Loans

Federal Student Loan Relief Scheduled to End

Update January 20, 2021 — President Biden signed an Executive Order directing the Department of Education to extend the suspension of student loan payments until September 30, 2021. Those with student loans can start planning for the October 1, 2021 resumption of payments. Learn more below: Update January 19, 2021 — The incoming Biden administration has announced… Read more »

Be Cyber Smart

Be Cybersmart — Youth Coloring & Activity Book

Download Be Cybersmart, a fun activity book filled with coloring pages, puzzles, and more! October is National Cybersecurity Awareness Month, and being cyber smart is important for the whole family. Be Cyber Smart is an introduction to strong passwords and the tricks bad guys use to get your information. Check out more fun online tools… Read more »

Financial Planning Issues for New Parents

Financial Planning Issues for New Parents

ASK A FINANCIAL PLANNER As you prepare for life with your new child, it’s time to prepare a new financial plan for your family or make any necessary changes to your existing plan. You’ll want to consider how your baby will affect your budget, make sure you have adequate insurance, protect your child’s future with… Read more »

Moving Out

Moving Out: What to Expect So You Don’t Break the Bank

Moving out and on your own is an exciting step towards independence, but the financial responsibility can also be shocking if you’re not prepared. There are a lot of odds and ends that you need to plan for, as well as a lot of expected (and unexpected) costs associated with the move. Here are some… Read more »

5 Questions About Long-Term Care

5 Questions About Long-Term Care

ASK A FINANCIAL PLANNER 1. What is Long-Term Care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally round-the-clock care that’s given by professional health care providers such as nurses, therapists, or aides under a… Read more »

Financial Caregiving

Should I Plan for Financial Caregiving?

Age, illness, or injury can affect our ability to handle our finances. It’s a difficult subject to think about, and it can be even harder to discuss with loved ones. But having a plan in place is essential to protect your financial wellbeing and future. Who Should Think About Planning? Preparation is for everyone. A… Read more »

Wills vs Trust

Wills vs. Trust: Know the Difference

ASK A FINANCIAL PLANNER Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two. What is a Will?  A last will and testament is a legal document that lets you direct how your property will be dispersed… Read more »

Let's Go to the Credit Union

Let’s Go to the Credit Union — Youth Coloring & Activity Book

Download Let’s Go to the Credit Union, a fun activity book filled with coloring pages, puzzles, and more! Financial education is important, and it’s never too early to start. Let’s Go to the Credit Union is an introduction to money management concepts — like saving, depositing, withdrawing, and checking your balance. Check out more fun… Read more »

Relief for Student Aid

Federal Student Loan Borrowers Get Expanded Relief in CARES Act

Update 1/20/21 — Student loan relief extended until September 30, 2021 Update 12/4/20 — Student loan relief extended until January 31, 2021 Update 8/8/20 — Student loan relief extended until December 31, 2020 On March 27, 2020, Congress passed the CARES Act, the largest economic stimulus bill in the history of the United States, in… Read more »