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The Financial Learning Library has been designed to provide you with easy access to practical and user-friendly information. We have compiled articles on topics ranging from everyday budgeting to long-term financial planning to help you can make informed financial decisions.

Education

  • Finance 101: A Lesson in Helping your Student Pay for College
  • Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age
  • Habits of a Savvy Saving Family
  • What To Do When You Win the Lottery
  • Finance Lessons for Your Teen

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Estate Planning

  • 6 Easy Organization Tips to Take Time off of Taxes
  • When Filing for a Tax Extension Makes Sense
  • Keeping it in the Family by Protecting Your Estate
  • For Financial Planning Success Consider the Impact of Behavioral Finance

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Finance

  • Financial Resolutions: 6 Tips to keep you Accountable
  • Charitable donations can mean big tax deduction—unless you donated to a fraud
  • How Confirmation Bias Could be Hurting your Investment Performance
  • An Emergency Fund for Life Unexpected
  • The Importance of Financial Goals

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Insurance

  • Helpful Life Insurance Advice You Can Use
  • Optimizing Capacity in Your Auto Insurance Policy
  • Everything you Need to Know About Buying a Life Insurance Policy
  • What are Disabilities Policies and Why Would You Need One?
  • Making the Long Term Care Decision That’s Right for You
  • What Can Life Insurance Do For Me?
  • Managing Liabilities with a Smart Insurance Plan

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Investments

  • Making Money in Real Estate: Pitfalls to Prepare For
  • Investment to Watch: Smart Home Technology
  • How to Choose the Right Investment Advisor
  • Managing Investment Risks
  • Investors Beware: The Media Noise can be Deafening

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Risk Management

  • Investment Planning for an Uncertain World
  • Making the Long Term Care Decision That’s Right for You
  • What’s Your Risk Management Plan?

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Retirement

  • The Daily Choices of Financial Freedom
  • The Importance of Financial Goals
  • Saving Versus Paying Off Debt

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Taxes

  • Internal Revenue Service

Government Agencies:

  • Social Security Administration

News:

  • The Wall Street Journal
  • New York Times

Calculators

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Loan Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator

Blogs Section

Sample Blog

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Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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  •   888-968-9168
  •   wellness@theparticipanteffect.com
Investment advisory services may be offered through NFP Retirement, Inc. or its subsidiary Fiduciary First, LLC, affiliated companies of NFP Corp. (NFP).

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