Living Mutual

Living mutual has always been at the core of our human existence, and it's the principle that's guided us since our founding in 1851. It's not a concept we invented, but one we champion for the simple reason that people take it for granted today.

Through tax credits, corporate incentives, and savings, you may be able to afford to adopt.

Millennials should start saving early for a fatter nest egg.

Three keys to maximizing the value of your business.  

When stock and bond markets get volatile, many investors look to move their money into less uncertain areas.

When you review what your business is worth, you can plan more realistically

Younger buyers seek affordable homes in the suburbs.

Not all debt is bad. But it takes knowledge and vigilance to maintain the balance.

Investors should know what they are, how they work, and why they’re there.

How should an employer evaluate its pension plan to determine the right course of action? 

Since your business may be your most valuable asset, it’s important to know what it’s worth.

Make the most of your insurance open enrollment period by avoiding common mistakes.

Don’t have enough saved to cover a sudden need? Here’s how to get your financial safety net in place. 

Hispanic families are sending their kids to college in record numbers, but many still struggle to cover costs. 

Proven ability to understand and help women plan for their unique needs will help advisors gain an edge.

How  to help your college freshman avoid money mistakes.

Besides the obvious changes in lifestyle, there are fundamental money management changes to negotiate.

College tuition continues to rise so understanding financial aid options is critical.

Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.