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PLANNING YOUR FINANCIAL FUTURE

Want financial security in your future? Start planning now Do you have a financial plan that will help you send your kids to college, take the trips you’ve dreamed about, and enjoy your golden years? If not, you may want to start planning now. Creating a financial plan may help you avoid the...

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Time to Tune-Up Your Financial Plan

There are fundamental steps you can take to get on-track with your financial plan. Planning for your financial future is a critical endeavor, yet one that many overlook or fail to nurture. Some may feel that financial planning is only for the rich; others may feel that they’ve already done it...

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MAKING SENSE OF YOUR CREDIT SCORE

Understanding the value of your credit score and taking steps to maximize your credit rating are important for improving your financial health. Anyone who has ever applied for a loan to purchase a car or house has encountered their credit score. This elusive figure can be perplexing, a three-digit...

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Understanding the Business Cycle

While you may get wrapped up in news headlines and short-term swings in the markets, the reality is long-term investment performance is highly dependent on the business cycle. The business cycle (alternatively called the economic cycle) is defined as a period of economic expansion followed by...

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Financial Planning for Women

AT FIRST GLANCE, IT MAY SEEM ODD TO CONSIDER DISTINCTIONS BY GENDER WHEN IT COMES TO FINANCIAL PLANNING. AFTER ALL, ISN’T SAVING AND GENERATING FINANCIAL SECURITY A COMMON PURSUIT IRRESPECTIVE OF SEX? While tactics are of course the same, the general circumstances associated with women (as compared...

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National Financial Wellness Month

When it comes to New Year’s resolutions, most Americans focus on losing weight or improving their health and fitness1. Staying healthy is extremely important—especially during a pandemic! But financial wellness is also important. We’re now in National Financial Wellness Month—and the timing is perfect....

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