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

Top Tax Tips to Remember

January 17 2017
Taxes.  The dreaded time is upon us.  Before you moan and groan, take a moment to read a few quick tips.  We’ve got some insight that will hopefully make this tax season a little bit easier. The Sooner You File the Safer You Are One of the ways thieves get victims’ money is by filing […] Read More

5 Money Habits to Quit in the New Year

December 15 2016
We always make New Year’s resolutions, and they tend to be things we want to do, like exercise more.  And we all know how that works out.  Two weeks in, you get derailed.  So, give yourself a break and, this year, create a list of resolutions you don’t want to do. To get you started, […] Read More