Maybe you or someone you know is considering making a positive change in life with thoughts of retirement. If you are a homeowner, you may be approaching the stage in life to either downsize or move to a completely different location.
The road from residency to retirement can be long and complicated, but it doesn’t have to be. When planning for the future, it’s important to build a team of industry experts early on to help navigate those financial woes.
For prepared investors, market downturns can represent great opportunity.Nearly everywhere you turn, from friends and colleagues to cable news shows, you can find someone with a strong opinion about the financial markets. People will often use specific terms, such as...
Financial literacy is the ability to understand and employ a variety of financial principles such as personal finance management, investing, and budgeting. Having a strong understanding of the basics can help you reach life’s most important goals like buying a home,...
If your retirement planning includes funding a traditional IRA (or 401[k]), congratulations. You’re reducing your bill to Uncle Sam in every year you contribute. Great! Right? Maybe not so great. The flip side of traditional IRAs is that a withdrawal is a taxable...
A Health Savings Account, also known as an HSA, is a special type of account for those enrolled in a high-deductible health insurance plan. The beauty of HSAs are their powerful tax advantages, but there’s so much more to them than that. There are two options for...
Financial wellness is a term we all probably hear a lot, but what does it mean? In essence, financial wellness means having control over your personal finances in both the short and long-term. Minimizing or controlling debt, saving for the future (whether that be for...
We’d love to see your smiling face in person, but we know that your banking needs happen 24 | 7 | 365. Feel free to bank from your couch, your office or a beach somewhere warm.