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  • Editorial illustration of a life insurance policy document resting inside a sturdy open box with a lock, set apart from a family home and stacked coins, symbolizing an irrevocable life insurance trust holding a policy outside the estate
    • Resources For Individuals

    A Tool Worth Knowing About, Even If You’ll Never Need One

    How a life insurance policy is owned can matter almost as much as the…

  • Editorial illustration of a signed document with a checkmark beside a packed suitcase and a small house, symbolizing a family completing a HIPAA authorization form before a student leaves for college
    • Resources For Individuals

    Your Child Just Turned 18. Does That Change What You Know About Their Health?

    Once your child turns 18, HIPAA privacy law treats you like a stranger. Here…

    • Financial Wellness Webinars
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    • Resources For Individuals

    Investing in IPOs: what to weigh before you buy

    Join us for a balanced look at investing in IPOs, a widely followed but…

    • Resources For Individuals

    Protecting Those Who Matter Most: Understanding Elder Abuse

    June is Elder Abuse Awareness Month. We break down the warning signs of elder…

    • Resources For Individuals

    Graduation and Money: Financial Tips for Young Adults

    Congratulations, graduates! You’ve put in the late nights, survived the exams, and earned that…

    • Resources for Employers
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    • Resources For Individuals

    Who’s Advising Your Advisor?

    Private equity firms are acquiring retirement plan advisors at record pace, and most plan…

    • Resources for Employers
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    • Resources For Individuals

    How company stock exposure changes the Qualified Default Investment Alternative (QDIA) evaluation for plan committees at ESOP-owned companies

    Nearly 80% of S corporation ESOP companies also sponsor a 401(k) plan. But most…

    • Resources For Individuals

    Maine Unclaimed Property: Could the State of Maine Be Holding Money for You?

    The State of Maine is currently holding over $393 million in unclaimed property belonging…

    • Resources for Employers
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    • Resources For Individuals

    Understanding Cryptocurrency Investment Scams: Risks, Red Flags, and How to Protect Yourself

    Education and awareness are key defenses against financial fraud. Cryptocurrency scams are constantly evolving,…

    • Financial Wellness Webinars
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    • Resources For Individuals

    Understanding College Financial Aid and Paying for College

    In this webinar, we’re joined by Bill Smith, managing director of ScholarFITS who goes…

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