Financial Planning Issues for New Parents

Financial Planning Issues for New Parents

ASK A FINANCIAL PLANNER As you prepare for life with your new child, it’s time to prepare a new financial plan for your family or make any necessary changes to your existing plan. You’ll want to consider how your baby will affect your budget, make sure you have adequate insurance, protect your child’s future with… Read more »

Moving Out

Moving Out: What to Expect So You Don’t Break the Bank

Moving out and on your own is an exciting step towards independence, but the financial responsibility can also be shocking if you’re not prepared. There are a lot of odds and ends that you need to plan for, as well as a lot of expected (and unexpected) costs associated with the move. Here are some… Read more »

5 Questions About Long-Term Care

5 Questions About Long-Term Care

ASK A FINANCIAL PLANNER 1. What is Long-Term Care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally round-the-clock care that’s given by professional health care providers such as nurses, therapists, or aides under a… Read more »

Financial Caregiving

Should I Plan for Financial Caregiving?

Age, illness, or injury can affect our ability to handle our finances. It’s a difficult subject to think about, and it can be even harder to discuss with loved ones. But having a plan in place is essential to protect your financial wellbeing and future. Who Should Think About Planning? Preparation is for everyone. A… Read more »

Wills vs Trust

Wills vs. Trust: Know the Difference

ASK A FINANCIAL PLANNER Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two. What is a Will?  A last will and testament is a legal document that lets you direct how your property will be dispersed… Read more »

Let's Go to the Credit Union

Let’s Go to the Credit Union — Youth Coloring & Activity Book

Download Let’s Go to the Credit Union, a fun activity book filled with coloring pages, puzzles, and more! Financial education is important, and it’s never too early to start. Let’s Go to the Credit Union is an introduction to money management concepts — like saving, depositing, withdrawing, and checking your balance. Check out more fun… Read more »

Relief for Student Aid

Federal Student Loan Borrowers Get Expanded Relief in CARES Act

On March 27, 2020, Congress passed the CARES Act, the largest economic stimulus bill in the history of the United States, in response to the coronavirus pandemic.1 Included in the legislation are new rules for student loan relief that supersede the rules that were announced only a week earlier by the Department of Education. For more… Read more »

Grow Your Savings

Grow Your Savings — Youth Coloring & Activity Book

Download Grow Your Savings, a fun activity book filled with coloring pages, puzzles, and more! Financial education is important, and it’s never too early to start. Grow Your Savings is a spring themed introduction to the magic of interest. Check out more fun online tools to teach kids about money.     

5 Financial Goals for Your 20's

5 Financial Health Goals for Your 20’s

Starting a new chapter in your life as an independent adult? One of the most important lessons you can learn is about financial wellness. Give your future self the gift of security by hitting these five financial health goals in your 20’s: 1. Start a Budget  A budget is essential for taking control of your… Read more »

SMART Goals and Saving Header

SMART Goals & Saving — Youth Coloring & Activity Book

Download SMART Goals & Saving, a fun activity book filled with coloring pages, puzzles, and more! Financial education is important, and it’s never too early to start. SMART Goals & Saving is an futuristic themed introduction to making goals that work. Check out more fun online tools to teach kids about money.