• Paying For College
• – Sending Children to College
• – Financial Aid
• – Savings Vehicles
• – Savings Bonds
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• Investing For Retirement
• – IRAs
• – Annuities
• – Retirement Income
• – Make Your Savings Last
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• Cash & Debt Management
• – Getting Started
• – Is Your Spending out of Control?
• – Income and Expenses
• – Evaluating Your Credit
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• Buying & Selling Home / Real Estate
  – Your Housing decision
  – How Much Can You Afford?
  – Mortgage Financing
  – What is a Closing?
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• Major Life Events– Introduction
  – Your New Baby
  – Divorce and Remarriage
  – Taking Care of ElderlyRead more
• Your 401(k)
  – Managing Investments
  – Changing Jobs
  – Distributions
  – 403(B) / 457 PlansRead more
• Staying Safe Online
  – Tips for Avoiding Malware
  – Types of Cyberattacks
  – Protect Your Accounts
  – Signs of ScamsRead more

• Getting Ready To Retire / Retired
  – Medicare
  – Social Security
  – Investment Strategy
  – Plan DistributionsRead more
• Buying Insurance / Benefits at Work
  – Disability Insurance
  – Life Insurance
  – Health Savings Accounts
  – Long-Term Care InsuranceRead more
• Investing & Investments
  – Basic Investing Strategies
  – Are Fixed Annuities for You?
  – Watching the Market
  – Age and DiversificationRead more
• Running Your Business
  – Cash Management
  – Borrowing
  – Cash Flow
  – InsuranceRead more
• Planning Your Estate
  – What is a Basic Will
  – Provide for Your Loved Ones
  – Estate and Gift Taxes
  – What’s Your Estate WorthRead more
• Career Transition
  – Introduction
  – Knowing Where You Stand
  – Your Job Search
  – After You Find a New Job
  Read more
• >Avoiding Identity Theft
  – Types of Identity Theft
  – Warning Signs
  – Fraud Alerts
  – Keep Online Transactions Safe<a ” href=”#”>Read more

Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. OSAIC and the bank are not affiliated.