Investing is essential to financial freedom, but it isn’t the only piece of the puzzle. Here's a checklist to help assess your financial situation and further develop your own personal plan.

MoneyCenter provides a comprehensive view of your finances, giving you the convenience of a personal finance website, plus the guidance and support of a professional advisor. This video provides a review of MoneyCenter and how to set up and access your account.

During the first six months of 2022, we witnessed a number of economic changes. Financial markets took notice and, since mid-January, have reacted with sharp declines in equities and fixed income.

There are many choices when it comes to saving for retirement. Choosing between a Roth IRA and or Traditional IRA is one of them. The decision should be specific to your individual circumstances and is largely driven by taxes.

Social Security isn't in danger of going broke — it's financed primarily through payroll taxes — but its financial health is declining, and benefits may eventually be reduced unless Congress acts.

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today’s retirees. Whether you’re planning for many years into the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.