Lightbulb Press

09/28/2026

09/17/2026

Cybersecurity Month is right around the corner. What resources will you be sharing with your clients? Lightbulb’s guides, articles, and digital resources to help customers protect themselves from scams and fraud can be customized for your organization in time for October. Senior Scam Defense, Red Flags of Investment Fraud, and scam prevention training for veterans are just some of our offerings.

09/10/2026

Help seniors protect themselves from fraud and scams. Senior Scam Defense offers easy-to-follow learning experiences, top frauds targeting seniors, and how to get help if you’re a scam victim. Customizable for your organization.

09/03/2026

Building an investment portfolio is not one and done. Reallocating and rebalancing are part of being a successful investor. Share this knowledge with your clients through our new 𝗖𝗼𝗻𝘁𝗲𝗻𝘁 𝗣𝗼𝗿𝘁𝗮𝗹 or with our 𝘎𝘶𝘪𝘥𝘦 𝘵𝘰 𝘜𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥𝘪𝘯𝘨 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨.

09/03/2026

Building an investment portfolio is not one and done. Reallocating and rebalancing are part of being a successful investor. Share this knowledge with your clients through our new 𝗖𝗼𝗻𝘁𝗲𝗻𝘁 𝗣𝗼𝗿𝘁𝗮𝗹 or with our 𝘎𝘶𝘪𝘥𝘦 𝘵𝘰 𝘜𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥𝘪𝘯𝘨 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨.

08/27/2026

Back to school expenses can have an up side, if you use them to help your kids get a jump on learning. On the agenda: school expenses need to fit into your budget, both the supplies you buy in August and the tickets, trips, and special expenses that come up through the school year. If some of the more expensive items don’t work in the budget, it’s a great reason to help kids start saving for a specific goal.

08/13/2026

Strange but true: August is National Make a Will Month! Why is having a will so important? If you die 𝗶𝗻𝘁𝗲𝘀𝘁𝗮𝘁𝗲 (without a will) you’ll have lost control over what happens to everything you own. Plus, your estate will probably end up paying a lot more to settle your affairs. That means less for your heirs. You can learn more about making a will in our Guide to Estate Planning.

07/30/2026

Our content is created by people, for people. Your customers crave helpful education that is actually created by experts. That’s what we offer. A comprehensive catalog of customizable personal finance and investor education topics in digital formats that can be easily integrated into your site or app.

07/10/2026

Spanish-language versions of our financial education guides for military and veterans now available!