Financial Decisions

How much money should we be saving?

We are constantly trying to keep up with someone else. But when it comes to saving money, how much should you actually be saving?
Read More

1/3 of Americans would rather change diapers than manage finances

Managing our own money doesn't necessarily top our respective list of things we enjoy doing with our time. But doing so is easier than you might expect. Here are a few simple steps to getting on top of your finance.
Read More

4 financial steps to consider before you start a family

Deciding to start a family is one of the most exciting and life-changing decisions a couple can make. All too often, couples get caught up in the rush to decorate and stock up on baby supplies at the expense of prioritizing essential financial planning considerations.
Read More

Explaining financial plans and why you need one

A clear understanding of personal expenditures and savings rates is essential for securing a strong financial future. A financial plan can help everyone from the extraordinarily wealthy to those struggling to make ends meet.
Read More

Reasons to save in a 401k or similar employer-sponsored plan

Investing in your employer sponsored retirement plan may provide an opportunity for savings.
Read More

Financial Plan = More Satisfied Customer

It’s not surprising that customers who have a financial plan tend to be more satisfied with their financial advisor than those who don’t have a plan
Read More

How to make your income tax refund go further (infographic)

Tempted to spend your tax refund? Instead, consider putting it towards your emergency fund or saving it to pay yourself back in the future.
Read More

These financial decisions you make in your 20s and 30s can make or break your financial future

Have you ever wondered which life decisions brought you to where you are right now – at this very moment? Or, how your life might be different if you made a few decisions differently along the way?
Read More

Empty your nest, not your savings: 5 tips when saving for college

Building a healthier financial life, means striking a balance between living for today, while preparing for tomorrow.
Read More

Big dreams start with small steps: 5 tips when saving for a home

Building a healthier financial life, means striking a balance between living for today, while preparing for tomorrow. 
Read More

How to organize your finances when purchasing a new car

You think you're ready to buy a new vehicle — perhaps your dream car, truck, or SUV.
Read More
Word Tax 2021 on calculator. Glasses, pen and the calculator on documents. The concept of financial stability,Income Statement

How to prepare for an unusual tax season

A year as unusual and challenging as 2020 means there may be some additional factors that can impact your tax return, from stimulus payments, potential job changes and unemployment benefits, to virtual work transitions and more.
Read More

Shook up by market volatility?

The market may fluctuate but focusing on things you can control will help you resist the urge to react on impulse.
Read More

Three ways financial professionals are like personal trainers

Plenty of activities are “good for you,” but not always pleasant. Some of these habits also translate to retirement planning and investing. 
Read More

Pandemic playbook: 7 step checklist to improve your finances in quarantine

The past several months have been a difficult time for the many people across the country battling the global Covid-19 pandemic. The impacts reached almost every person, from essential employees and those who contracted the virus, to the general population sheltering in place to minimize the spread of the disease.
Read More

Everything You Need to Know About Social Security Survivors Benefits

Did you know that Social Security offers family members survivor benefits? Learn more about this valuable feature.
Read More

Financial anxiety: Why we experience it and how to cope

Financial anxiety is more common than you might think. Here are ways to manage your money stress and take active steps towards bringing more peace into your financial life.
Read More

Breaking Down the Basics of HSAs

Learn to use a HSA to your benefit by understanding how it is here to help you.
Read More

Don’t make these 5 personal finance missteps as newlyweds

When you are a newlywed, you enter into brand new territory. Your life – including your financial one – becomes connected to another person
Read More

What to know before buying a home

Want to buy a home? With interest rates still near record lows, you're not alone.
Read More

Pages