Transform Retirement

Winning teams don't happen by accident. Neither does financial success.

What the NFL Draft Can Teach You About Investing Winning teams don’t happen by accident. Neither do strong retirements.

Reminder that FAFSA filings will open to the public "on or before December 1" this year, not the normal October 1st date. Now's a great time to work with your adviser to make sure your student qualifies for as much aid as possible.💰 Yes, there really is an art to this.

On a related note, it's possible to reverse engineer financial aid packages so your student can shop for college deals based on personalized projected financial aid offers (not those generic net cost calculators). Interested in shopping smarter for college? Click the link in the comments👇

When we trust in our savings instead of our Savior, frustration and fear become the norm. True peace comes from faith in God, not our finances.

What’s one way you’ve experienced God's provision when finances felt uncertain?

61% of 401(k) participants want financial advice. They're also more than 3X more likely to take advice from a human than a robot.

Reminder: The meetings your 401(k) provider has with your workers are not financial advice and probably not even retirement advice!

Schwab Survey Finds Majority of 401(k) Participants Itching for Financial Advice The research survey also found that this audience said it was more likely to follow advice from a human than computer-generated recommendations.