Certified Financial Services

09/02/2026

Children with special needs may need ongoing help after their parents are gone.

08/31/2026

Motivation Monday

It’s easy to look back and think about what we could have done differently. But growth doesn’t require a perfect starting point. It requires deciding what you’re going to do next.

A new week is a good reminder that where you’ve been doesn’t have to dictate where you’re going. You can learn, adjust, make a different choice and keep moving forward.

You may not be able to rewrite the beginning, but you still have a say in what comes next.

08/31/2026

If getting term life insurance feels a bit overwhelming, it may help to know the process is more straightforward than you think.

Learn how simple, affordable life insurance can help boost your financial confidence with these basics.

08/28/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

08/27/2026

Back-to-school season is all about learning, growing and preparing for what’s ahead. Financial literacy can be an important part of that journey, too.

Learning the basics of budgeting, saving, spending and setting financial goals can help young people build healthy habits that carry with them into adulthood.

The earlier we start the conversation about money, the more opportunities young people have to practice making thoughtful financial decisions and preparing for their future.

08/26/2026

The world lost an icon this week, but Dolly Parton leaves behind a legacy that reaches far beyond her music.

Throughout her life, Dolly invested in the people and communities that mattered to her. Her Imagination Library has gifted more than 325 million free books to children around the world, helping make literacy and a love of reading accessible to millions of families.

While there is no official total of her lifetime charitable giving, estimates place her philanthropic contributions at roughly $500–$600 million over the years. From supporting education and covering tuition for eligible Dollywood employees to helping families and communities recover after natural disasters, Dolly consistently used her success to give back.

Her legacy is a meaningful reminder that financial planning isn't only about preparing for our own futures. It can also be about deciding what we want our success to make possible for the people, causes and communities we care about.

Her life is a beautiful reminder that some of the most meaningful legacies are found in what we give back and the lives we touch along the way.

Rest in peace, Dolly. Your music touched generations, and your generosity changed lives.

08/24/2026

The future you’re working toward starts with the decisions you make today.

Whether it’s sending your child off to college, opening your own business, retiring on your terms, making that final mortgage payment or finally taking the vacation you’ve been dreaming about, thoughtful financial planning can help you prepare for life’s biggest moments.

What are you planning for?

08/24/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

08/21/2026

Congratulations to Nick on passing his Series 66 exam!

Your hard work, preparation and dedication paid off. This is an exciting milestone and another great step forward in your career.

08/21/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.