Mastering Your Finances: A Guide for New College Graduates

Congratulations, recent college graduate! You’ve worked hard to earn your degree, and now you’re ready to embark on the next chapter of your life. This is an exciting time – one filled with lots of changes, like starting a new career and learning how to manage living on your own …

Financial Resolutions to Take Into the New Year

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …

How Much Should I Be Saving in My 20s?

Wondering when you should start saving for a home or even begin a retirement savings plan? Start saving in your 20s will and get the gift of time and compounded interest.

Where is the Money Tree? How to Teach Kids About Money, Credit Cards, Saving, Investing, Venmo and More

Craig Lemoine, Director of Consumer Investment Research      Ask kids what they think money is, and you get some interesting responses.  Over the last month, I asked my friends, family and neighbors if I could pose a question to their children about money. Their answers covered it all …

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