Success Story: A Guide for College Finances

With a daughter ready to go off to college, Joshua wanted a better grasp of the financial responsibilities he would face.  How could tuition, room and board, books, student loans and parent loans possibly fit into the family spending plan?  Luckily, Joshua’s employer offered a financial wellness benefit that included one-on-one consultations with a College […] Read More

Success Story: A Team Effort

It’s a whole lot easier tackling financial challenges – like managing credit cards, taking on student loans and understanding insurance policies – when you have a team of money coaches beside you.  Ryan made great progress in just two months because he could address each issue with a Money Coach who specialized in that particular […] Read More

Success Story: Overcoming Financial Obstacles

Financial problems are particularly frustrating when they’re out of your control.  Mina always had good credit and kept a budget, but when health issues put her on disability, her income was cut in half.  With bankruptcy threatening her financial future, Mina took advantage of MSA – a financial wellness program offered by her insurance company. […] Read More