Investing in Your Goals

February 16 2017
Investing may seem like a complicated process requiring lots of time, energy and knowledge.  After all, looking at those acronyms, arrows, colors and numbers can be pretty intimidating for a new investor.  The good news is that there are plenty of ways to invest and be successful.  In fact, you’re already an investor, whether you […] Read More

Save Money this Valentine’s Day

February 08 2017
Valentine’s Day is less than two weeks away!  Are you planning an elaborate dinner?  Romantic getaway?  Lots and lots of chocolate?  No matter the plans for you and your loved one, we want your wallet to be happy too.  Why?  Spend too much and you’re broke.  Spend too little and you’re in the dog house. […] Read More

Success Story: A Guide for College Finances

January 19 2017
With a daughter ready to go off to college, Joshua wanted a better grasp of the financial responsibilities he would face.  How could tuition, room and board, books, student loans and parent loans possibly fit into the family spending plan?  Luckily, Joshua’s employer offered a financial wellness benefit that included one-on-one consultations with a College […] Read More