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News & Insights

Tuition Doesn’t Grow on Trees: Tips for Parents on Saving for College

06/15/2017

David McClellan discusses saving for a child's college education and suggests that parents start with understanding how their college savings goal stacks up to reality.

Protecting Tomorrows With Mary Anne Ehlert: Focus on Caregivers

05/31/2017

In this ongoing series, we feature comments from Forum partner Mary Anne Ehlert, a highly regarded specialist working with families of individuals with disabilities. In this Q&A, Mary Anne highlights common issues for caregivers who are caring for a loved one with special needs. Professional Woman Publishing will publish Mary Anne’s book on caregivers in early 2018.

Ready for Retirement? Planning Looks Very Different After Age 50

05/10/2017

In this Q&A, Forum Advisor John Vires discusses the distinct planning challenges and opportunities for investors in their 50s who are starting to worry if they have saved enough for retirement and what they should be doing now to secure their future.

Nicole Campbell Obtains Her CERTIFIED FINANCIAL PLANNER™ Certification

05/02/2017

Forum Advisor Nicole Campbell has obtained the distinguished CERTIFIED FINANCIAL PLANNER™ certification. Nicole completed the CFP^® certification process in April.

The Positive Impact of Student Financial Literacy Transcends the Classroom

04/24/2017

To recognize Financial Literacy Month, Forum spoke to Principal Teresa Chrobak-Prince at Phoebe A. Hearst Fine Arts Magnet School. An educator with Chicago Public Schools for more than 25 years, Principal Chrobak-Prince’s leadership philosophy is based on a commitment to student-centered learning. Hearst recently attained the highest school rating reaching Level 1+.

Seeing the Benefits of Saving in a New Light

04/19/2017

Our latest video looks at the benefits of saving in a new light. “Save the Day” was made specifically for investors who are just starting out on their financial journey by Forum Future, our program to help new investors prepare for early financial milestones and plan for long-term goals. We thought it was only fitting to share the video during Financial Literacy Month.

Watch “Save the Day”