Eliminate Your Debt

06/24/2020
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2020 IRA Considerations after the CARES Act

06/15/2020
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.

Five Reasons It's a Good Time to Save Money

04/21/2020
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.

Save Smarter: What Are CDs and How Do They Work?

10/01/2019
If you’ve just embarked on your savings journey, figuring out what tools to use can feel like navigating uncharted territory. Even if you’ve been saving for years, there could be savings options you haven’t yet considered. CDs are among those options, and they may be beneficial for you and your financial goals.

Financial Education for Kids: 5 Tips for Teaching Positive Saving Habits

09/05/2019
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 Benefits of Saving Money: Set Goals, Spend Less and Save More

07/25/2019
If faced with an unexpected $400 expense, almost 40% of American adults say they wouldn’t be able to cover it with cash, savings or a credit card charge they could quickly pay off. Read on to learn more about savings and setting goals for your own financial health.