Success Story: Impulsive Shopper Turned Impressive Saver

London is a paralegal who loves to shop.  Unfortunately, her finances weren’t doing so well with her impulsive spending.  London knew she needed to reprioritize her expenses and savings to make sure she had a secure financial future, especially with retirement less than ten years away.  Through her employer-sponsored benefit, the My Secure Advantage (MSA) […] Read More

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