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Financial Planning and Security

All Financial Planning and Security Content

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Retirement Tips: Surviving the First Year

Retirement is one of the most important transitions a person will experience during their life. A little forethought can really help a person reconcile their new identify as a retired person.

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Planning for Retirement

No matter what your age or when you plan to retire, now is the time to begin saving for retirement. Learn. some tips to help you become more financially secure as you prepare for retirement.

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Saving and Investing: Tools and Calculators

Both saving and investing are important parts of your financial life and there are distinct differences between the two.

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Financial Terminology Refresher

You don’t have to be a finance whiz to understand basic financial terminology. Knowing the basics can help you interpret your own financial health and set goals for the future.

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Retirement Saving Strategies

Since people are living longer than ever, retirement savings need to last longer and work harder. It is more important than ever to make smart financial decisions.

Calculator and pen sitting atop a bill

Health Savings Account vs. Flexible Savings Account: Which is best for me?

Having a health insurance plan does not mean that all medical expenses are covered. Health savings accounts (HSA) and flexible savings accounts (FSA) are designed to help consumers budget for deductibles, co-pays, prescription costs, out-of-pocket costs, and other unexpected medical expenses.

A doctor consulting a patient about healthcare options.

What to Do If You’ve Lost Your Health Insurance

Losing health insurance can be scary, and your well-being depends on taking the proper steps to protect your family. Learn about some coverage options to consider if you've recently lost your health insurance.

Woman navigating Health Insurance Marketplace on laptop.

What You Need To Know To Enroll in Health Insurance Through the Marketplace

The Health Insurance Marketplace allows consumers to complete a streamlined application to determine qualification for coverage under different health care plans. Learn some tips for getting started during the open enrollment period of November 1 through January 15.

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Insurance

Not sure where to start when purchasing insurance? Find out the basics of how insurance works, what it covers and what types are available.

Doctor at laptop with insurance paperwork.

Health Insurance Benefits: Don’t Let Them Go to Waste

As the end of the calendar year approaches, does your health insurance calendar year also end? Health insurance often provides free preventive care checkups or funds for flexible savings accounts (FSA) or health reimbursement accounts (HRA).