Where is Your Money Taking You?


Learn how to make your money work for you. Discover tips and insights for smarter financial decisions that lead to a secure and happy retirement. Start planning for the retirement of your dreams!

529 Overview
College PlanningInvestment Strategies

An Overview of 529 Plans

As families invest their savings in preparation for their children’s future K-12 or college tuition and expenses, 529 college savings plans can provide various tax and financial benefits. These benefits

Homeowner’s Insurance That’s Right for You
Insurance

The Homeowner’s Insurance That’s Right for You

When it comes to buying homeowner’s insurance, you will find that there is a gulf of difference between coverages available from one company to the next and, in many cases,

Advantages of Health Savings Accounts
HealthcareInsurance

The Advantages of Health Savings Accounts

Health savings accounts, or HSAs for short, are a type of savings account that allows you to put aside money on a pre-tax basis to pay for qualified medical expenses.

Becoming financially independent
Financial Wellness 101Retirement Planning

Becoming Financially Independent

Financial freedom often begins by becoming financially independent. Many people do not realize how financially dependent they’ve grown or how easy it is to find oneself there. Some people never

Savings vs money market accounts
Financial Wellness 101Savings Strategies

Savings vs. Money Market Accounts

Some financial decisions are harder than others. Should you apply for a 15-year or 30-year fixed-rate mortgage loan? Should you purchase a new car or a used one? Will going

Start a Budget
Financial Wellness 101Savings Strategies

Starting a Budget

You know you need a budget. Your household is spending money faster than it is coming in, making bill-paying a monthly adventure. Will you have enough dollars to pay the

The Benefits of Online Banking
Financial Wellness 101Retirement Planning

The Benefits of Online Banking

Unless your idea of banking is stuffing the proceeds of your paycheck under your mattress or rolling up dollar bills and placing them inside of a coffee can that you

Tax Refund
Tax Planning

Smart Ways to Spend Your Tax Refund

When tax time rolls around, you are likely waiting for that tax refund to come in, or maybe you already received it. Chances are it is a good chunk of