Springtime and Student Loans

Springtime also means graduation time for millions of high school students. This is often a time of mixed emotions for those students' parents. On one hand, you celebrate the accomplishment of your child. On the other hand, you feel a...

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Updating your beneficiaries is important.

Estate Planning 101

It's always a little uncomfortable to talk about death, since we all like to think we have lots of time left. In Paul Bowles' words, we tend to "think of life as an inexhaustible well." However, none of us are...

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Tangled up in cords.

5 Tips for Organizing Your Digital Life

It's easy to let your digital life get out of control. Files pile up, you constantly install new apps, and it's a hassle to keep track of all those account logins. We know organizing is a daunting task, but you...

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Women Investors

3 Reasons Why Women are the Better Investors

A Wells Fargo Investment Institute study found that women perform better than men as investors. We can probably blame testosterone, which makes men quicker to make judgments and less likely to examine facts that might prove them wrong. So what can you...

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CEO passes the torch

CEO Chris Costello Passes The Baton

Five years ago, Kevin Conard, Randy AufDerHeide and I started meeting to talk about our big idea: A company that could change the way average Americans without huge retirement accounts saved for retirement. We would put our kids to bed...

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