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Financial Planning Tips

Today is a Good Day to Start Your Financial Plan

Even for goals that seem far off, it's never too early or late to begin financial planning

What to Consider When Choosing a Beneficiary

Insurance and pension plans require you to name a beneficiary, so here's what to know

Before Deciding to Refinance, Ask Yourself These 5 Questions

Fees can add 5% of the loan amount, depending on location and other factors

If your credit score has been holding you back, try these suggestions to improve it

Following annual financial traditions can have a positive impact on your bottom line

Learn what legal and financial tasks lie ahead after the wedding.

Read about the top-ranking tactics on the IRS' annual list of 12 common tax scams

You're already forking over some income for taxes. Don't get taken in by scammers

Careful hiring and assigning responsibilities can ensure no one's stealing from the till

Survivorship Universal Life Insurance provides money for others after you and your partner pass away.

It's hard to plan for the worst when times are good, but if a financial emergency strikes, you'll be happy you did

Looking to get a new ride? Our guide will help you figure out whether it's smarter for you to lease or buy

Learn what legal and financial tasks lie ahead after the wedding.

A Multiple Line Discount Can Save You Up to 22%

This Multi-Auto Discount Saves Up to 20%

Discounts For Good Students Up to 25%

Do You Qualify For An Accident-Free Discount?

Financial Planning Calculators

Are You Saving Enough for College? Find Out with This Calculator

This tool lets you enter various inflation rates and how much time you have to save

Make a Plan to Tackle Your Debt with This Calculator

Plug in what you owe, interest rate, and how much you can pay, then get cracking

How to Reach Your Financial Goals

Whether the amount is big or small, calculate how much you need to save each month to reach your goal

How Much Should You Contribute to Your HSA?

Our handy calculator will help you figure out what amount makes sense for you

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