If you have received a tax refund or an Economic Impact Payment stimulus check, and you have not used those funds, consider developing a plan to pay down debt.

We appreciate the opportunity to serve as your financial partner and keep you up to date on financial matters that may impact you. With the Coronavirus, Aid, Relief, and Economic Security (CARES) Act signed into law on March 27, 2020, there have been impacts affecting distributions from retirement plans and IRAs in several significant ways. The following details can help you decide if any action is needed with IRA accounts that you own.

Despite headlines of uncertainty and recession, this really is a good time for us to focus on the future – by saving money. Stashing away cash in a bank account keeps your funds safe, easily accessible, and earning interest to boost your future financial situation.

Certificate of Deposits are one of the tools you can leverage that you might not have considered as you work towards achieving your financial goals.

Achieving personal financial literacy is a lifelong pursuit - one that can most benefit us when we begin learning the basics as early as possible. That's why, to get started on the right foot, it's important to teach your children about the value of saving money at a young age.

The average American isn't saving nearly enough. Learn about why saving is critical and get tips for how to get started.