Webinar Recording: How to Simplify Your Financial Life Before Retirement

Retirement is a major change, which can come with a certain amount of stress. You’ll reduce the anxiety by streamlining your life. This webinar addresses simplifying your accounts, going paperless and automatic for as much as possible, and focusing on things that bring you the most value. What to Learn More?You may enjoy these other […]
Webinar Recording: How to Save for Retirement When You Don’t Feel like You Can

Saving for retirement is important, but there are always far too many more pressing expenses. But every dollar counts, and careful planning can result in a growing nest egg, even if you start small. This webinar addresses how much to save, obstacles that might be holding you back, and strategies both big and small to […]
How to Use Mobile Payment Apps

The mobile payment app revolution came without instructions. If you’re less tech savvy, it might be hard to know how to get started.
Financial Resolutions for the New Year

Here are some New Year’s resolutions to help you break out of the money grind without requiring you to follow trite old suggestions.
Taming the File Pile: Which Documents to Keep

Do you know which documents you should keep? If not, read on to find out how you can tame the paper piles while staying financially prepared.
Webinar Recording: From Blockchains to NFTs – A Conversation about Cryptocurrency

Cryptocurrency is an often misunderstood emerging field in the financial world. This webinar addresses the basic vocabulary of cryptocurrency, including the differences between different types of cryptocurrencies like Bitcoin, Ethereum, Celsius, and others. It also touches on current and future applications of cryptocurrency. Matt Havin, a cryptocurrency investor, data analyst, and meteorologist, presents along with […]
Webinar Recording: Beneficiary Designations – Top Ten Mistakes to Avoid

When someone passes away, their assets can be tied up for years in probate court—unless those assets are set to pass directly to a beneficiary. Assets that can transfer without probate include life insurance policies, retirement plans, and payable-on-death accounts. This webinar addresses the importance of naming a primary and contingent beneficiary, how to word […]
Webinar Recording: Why Everyone Should Have a Financial Planner

While older and richer individuals are more likely to have a financial advisor, even young people and those without high incomes can benefit. Wise management of a small amount of money can help it grow. This webinar addresses benefits of hiring a financial advisor, how to work with one, and goals your financial planner can […]
Webinar Recording: Debt

Debt can be a trap that prevents someone from building wealth, but it can also be a tool used to propel them forward toward goals. It’s vital to learn how to borrow judiciously and not let debt become a lifestyle. This webinar addresses good and bad debt, debt payoff strategies, and ways to avoid debt. […]
Payday Loans and How to Avoid Them

A payday loan can help you survive just till your next paycheck. But they often begin a debt cycle you will struggle for years to escape.
Married Women: Do You Have Financial Agency?

Have these phrases come out of your mouth? Then it’s possible you aren’t taking financial agency as a married woman.
High Income, Not Rich Yet? Stop Being a Broke Millennial

While it’s undeniable that just getting by is harder than it used to be, if you’re making six figures, being broke is optional.
How Bounced Checks Hurt Your Future

Managing a checking account, or any transactional deposit account, well has far reaching effects for a person’s financial well-being.
Webinar Recording: Buying and Selling Your Home at the Same Time

When a move involves both buying and selling a home, stress and anxiety are doubled. What if you manage to sell but find nothing to buy? What if you’re on target to buy, but your own buyer backs out? This webinar addresses buying, selling, and managing common issues between the two. Glenn Shelhamer, award-winning real […]
Foreclosure

Foreclosure allows lenders to recover some of the amount owed to them by selling or taking ownership of the mortgaged property.
Bankruptcy

Bankruptcy is a process by which you can be forgiven from debts you can no longer pay, while settling with creditors for part of what you owe.
Is Your Debt-to-Income Ratio Holding You Back?

Understanding your debt-to-income ratio helps you determine if taking on more debt is the right choice for you.
Credit Scores

Your credit score records, in numerical form, your record at borrowing money and paying it back. Here’s how to boost yours.
Refinancing

With interest rates at a historic low, many Americans are considering refinancing their mortgage.
Using a Credit Card Wisely

Many people find a credit card a useful addition to their personal finance toolkit. But it’s vital to learn the rules for wise card use.
Mortgage Basics

A mortgage is a loan used to buy property, which uses the property as collateral. Mortgages are usually a safe bet and can help you build wealth.
Homeowners and Renters Insurance

A homeowners policy covers both your house itself and its contents. Renters insurance protects the contents of a rented home.
Auto Insurance Basics

Auto insurance is one of the most necessary types of insurance to buy. But you should thoroughly research your options.
Debt Payoff Strategies

Whether it’s student loans, credit cards, medical bills, or mortgages, you need to figure out a financial strategy to pay off your debt.
How to Make a Budget That Works for You

The first step of any financial achievement begins with a budget. Until you are in control of your spending, it’s almost impossible to save.
Tax Documents You Need to Know

To help you prepare your taxes, it helps to know about the different tax documents you will receive and fill out.
Auto Loan Tips

Whether you are considering taking out an auto loan or are trying to pay off an existing one, here are some strategies to keep in mind.
Grow Your Savings With Certificates of Deposit

Do you already have a savings account, but are frustrated with low interest rates? It may be time to consider certificates of deposit (CDs).
Getting the Most From Your Savings Account

A savings account is a dedicated place to store long-term savings—emergency funds or money earmarked for certain goals.
Get the Most Out of Your Checking Account

Even if you use it every day, you might not know all of the benefits available to you through your checking account.
Taxes

When you think about taxes, you might first think about your accountant. However, a financial advisor can also help you with your taxes. In 2017, Americans paid a whopping $1.66 trillion in taxes to the federal government. If you feel like you paid more than your fair share of that $1.66 trillion, you might want […]
Banking and Debt Management

Charles Dickens once wrote, ““Annual income twenty pounds, annual expenditure nineteen and six, result happiness. Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery.” Not much has changed since his day. The simple goal of all financial efforts is to spend less than we earn. Too many of us fall just […]
Five Questions to Ask Before Buying a Home

Five Questions to Ask Before Buying a Home Buying a home is a financial goal for many Americans. But it’s hard to say when is the right time to make such a big step. Too many people have been suckered into subprime mortgages they couldn’t afford, so that the home was an expensive burden rather […]