Tips to help you make the most of your money.
Early Withdrawals From Retirement SavingsWhether you find yourself laid off from work, facing a medical emergency, or confronted with a situation that you’re financially unprepared for, it may be tempting to withdraw from retirement savings—but there are penalties and consequences you need to consider before doing so. Early Withdrawal Penalties There are serious consequences to accessing your retirement funds early. …
WebinarsEnjoy live and recorded interactive events on relevant financial topics Thank you to all who joined our last webinar! Our latest webinar covered budgeting tips from the experts. We spoke with our partners at Greenpath Financial Wellness to get an insider perspective on how to own your budget instead of it owning you. We discussed the ins and outs of …
Preparing For a BabyTips for families who have an little one on the way!Are you adding a child to your family? Congratulations! Whether you’re a parent, guardian, grandparent, or another expecting relative, parenthood is a fulfilling experience that requires careful planning and consideration. As with any major life change, if you have a better grasp of the financial requirements and …
What is a HELOC?What is a HELOC and how does it work?A home equity line of credit (HELOC) is a line of credit that allows you to tap into your home’s equity or the difference between what your home is valued at and how much you owe on it. How it Works Like a credit card, a HELOC is a revolving line …
5 Steps to Prepare for a Big PurchaseWhat does it take to decide on a big purchase? A financial journey typically includes several twists and turns – such as understanding how to manage spending, build savings, and control debt. There might be “speed bumps” in the form of unexpected changes in income. Along the way, you might also navigate milestone …
Vacation Planning and BudgetingPlanning a trip this year? Here’s what to know about traveling in 2021 and how much you should spend.Where Can You Go? As of April 2, 2021, the CDC has stated: “People who are fully vaccinated with an FDA-authorized vaccine can travel safely within the United States.” While extra safety protocols are still being practiced in many areas, summer …
Talking To Your Partner About MoneyDo you know how to have productive conversations around your finances?When it comes to talking with a spouse or partner about money, many people shy away. It can be scary—but it doesn’t have to be. Positive and frequent communication is key. Talk Often A great way to reduce the stress of talking about money is …
The Cost of College LifeGoing to college incurs a lot of expenses that aren’t listed on a tuition or room & board bill. Are you planning for all the day-to-day costs of college life?One of the many mysteries of college, especially freshman year, is what being there is actually going to cost. Sure, you know there’s tuition. But how much …
Planning a WillWhere there’s a will, there’s a way to make your wishes known. A will is a legal document that transfers your property after you die, and names the people who will settle your estate (all the money and property owned by you, especially at death), care for any minor children you may have, and administer any trusts the …
Financial Wellness AssessmentKnowing your strengths and weaknesses is the first step toward building financial wellness. The Financial Wellness Assessment lets you take a step back, analyze your spending, budgeting, and saving habits so you can reflect on how you’re currently managing personal finances. This assessment addresses your individual financial decisions and goals before giving you recommendations on where you can …
