Article – Building Wealth

Mature couple managing home finance

Smart money moves to make in January

For most people, January is considered a clean-slate month. It’s a fresh start, a new tax year and 12 months to work toward your financial goals. Here are a few tips to get you started. Audit recurring charges A great way to...

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Reviewing Your Beneficiary Designations

A beneficiary designation review is an important part of your financial plan. You have probably heard situations in which the “wrong” person inherited money intended for someone else. More often than not, this happens because the owner of the accounts failed...

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Take Advantage of Work Perks

Employee benefits are an important part of a total compensation package. Here are some important benefits that may be part of your package. Helping You Retire If your employer offers a match to your 401(k) contributions, be sure to contribute enough to...

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A Young couple using a laptop in their home and smiling.

5 Tips to Make Paying Monthly Bills Easier

One of the most effective, worry-free ways to stay on top of your finances is to find a routine that helps you streamline your bill-paying process. Here are five tips to help make paying your monthly bills a breeze. 1. Create...

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