Work
Earning income helps you reach your financial goals, but your job may also give you access to employee benefits and other perks. You also may be deciding whether to continue some work after you retire, either to help preserve your retirement savings or to continue doing something you enjoy.

Navigating Financial Uncertainty: A Guide for Federal Employees
Discover practical financial strategies for federal employees facing uncertainty. Learn how to assess your finances, create a contingency budget, and plan for retirement and health insurance in challenging times.
The Latest

Building out a passive income stream can be an exciting and life changing event. It is just so important that you do it right and be smart about it! Working with a CFP® professional can help provide the guidance needed to set you on that path to financial success.

A stock option is the right to buy equity in the company that employs you at a certain price, with profit potential, if the stock value rises and you decide to sell. Stock options are standard in privately held businesses planning an Initial Public Offering (IPO).

Did you know that military enlisted personnel, on average, receive cash compensation higher than that of approximately 90% of civilians of the same age and education level? Not only is your cash compensation higher, but your military benefits are great! So how can you, as a new recruit, navigate your many military benefits?

The SECURE Act 2.0 was designed to make saving for retirement easier. This new law is intended to make saving for retirement even easier than before. While not all the changes take effect immediately, the law is designed to encourage workers retirement savings and facilitate access to withdrawals from retirement savings plans.

Congratulations on landing your first full-time job! Now that you’ve joined the workforce, it’s important to understand the benefits provided by your employer and how they can help your financial plan. Your employer may offer many different types of benefits, and we’ll discuss a few of them here.

Financial planning is extremely important when considering a career change. Changing careers can involve much more than taking on new responsibilities with a new company. It can also entail adjusting your financial planning strategy as it pertains to your savings and retirement planning.

Once you’ve graduated from college it is important to focus on tactics to increase savings. These tips will help build good financial habits early on.

If you have trouble focusing on the savings moves you need to make, these strategies can help you take charge of your financial future.

Every decision you make as part of your career change should be viewed from the lens of your personal financial needs both today and for the long run.

Taking these smart steps can help you keep your finances on track when switching jobs.