Written by Chris O’Shea Tips for Financial Planning Month Financial planning for your future is important and should be a priority. Take advantage of this time of year and tighten up your finances. Here are some things to try. Examine Your Goals One fun way to celebrate financial planning month is to think about your...Read More

Article Written by Chris O’Shea Some common money missteps to avoid with your financials. It can be easy to make mistakes with money. It’s easy to make mistakes with anything. However, with money, there are certain pitfalls that are easier to avoid than others. Here are some common money mistakes that can be avoided with...Read More

Personal finance is such a fascinating topic—it is way more than dollars and cents. We’re proud to help our members and any groups of individuals plan, work towards, and achieve their financial goals. Are any of these financial questions relevant to your or your group? How can you build financial independence during every stage of life?Are...Read More

Written by Chris O’Shea Strategies to deal with student loan debt Student loan payments are back. Starting September 1, if you owe money on a federal student loan, interest will kick back in for the first time since 2020. And the very next month, your first payment since the pandemic will be due. If that...Read More

Featured in Savvy Money Daily – Authored by Jean Chatzky Making a will 101 and what happens if you don’t have one. High on the list of things people don’t like to think about: bills, taxes, calories and, yes, death. That goes a long way toward explaining why only 42 percent of U.S. adults have...Read More

Featured in Savvy Money Daily – Authored by Chris O’Shea Good money habits begin with the proper outlook. The way you think about money can impact many things, from the way you live your life to how much money you make when you retire. In some cases, if you think it, it will happen. So...Read More

New Year’s resolutions come and go. Gyms fill up then gradually empty. The fridge at work is full of leftovers and packed lunches, then not so much. But if you only keep one resolution, make it to save money and work towards a stable financial future! When it comes to money-saving resolutions, keep it simple:   $20 Goal: Take money...Read More

Many things you do can change the taxes you will owe. And if you’re not careful, you can get hit with an unexpected tax bill and maybe not enough money to pay it! It happens to people all the time. Here are a few common actions that can trigger unexpected taxes that you should plan for: You...Read More

It is so hard to think about death, our own or our loved ones’. We know we should plan for what would happen if we were to pass away suddenly, but often, we put it off. A sudden death reminds us that we do not know the day or the hour ahead of time, and...Read More

How will you pay for an unexpected expense?  You don’t know what it will be, or when it will happen, or how much it will be. I promise you, though, it will happen. It might be a car repair, a vet bill, a new water heater, a new phone, a new computer, the list goes on and...Read More