Personal Blog Posts

Transitioning to Retirement

If you’ll have a pension or you’ve participated in a retirement savings plan where you work, and income from that source is a mainstay of your...

Learn More

Professional Help with Your Business

Although it’s tempting to believe you can run a business on your own, it’s usually a good idea to get professional help.  Hiring lawyers...

Learn More

Teaching Children About Money

If you have children or grandchildren, or if you have a special relationship with your niece or nephew or the child of a dear friend, you can enrich their...

Learn More

Managing Debt

Even if you're financially responsible, life's unpredictable nature can sometimes catch you off guard, at times making it dangerously easy to fall...

Learn More

Filling Out the FAFSA

The Free Application for Federal Student Aid (FAFSA) isn’t necessarily a student loan, but an application for financial aid made up of scholarships...

Learn More

50/30/20 Rule

The 50/30/20 rule is a simple, practical rule of thumb for individuals who want a budget that is easy, yet effective, to implement. It offers guidelines...

Learn More

8 financial lessons to teach your college student

Key takeaways: By taking a proactive approach to discussing money management with your college student, you can set them up for success. By encouraging...

Learn More

4 things to ask yourself before opening a HELOC

Key takeaways: A Home Equity Line of Credit (HELOC) enables you to tap into the equity you have in your home. Before opening a HELOC, consider...

Learn More

Ditch the piggy bank - 6 ways to save for your kids’ future

Key takeaways: As the cost of higher education rises, it’s important to understand the different ways you can save for your child’s future....

Learn More

7 things to consider before refinancing your home

7 Things to Consider Before Refinancing Your Home  Key takeaways: Honing in on why you want to refinance can help you decide if it’s...

Learn More