Retirement is a major milestone and with the right tools and knowledge, it can also be one of the most rewarding phases of your life. Whether you are days away from retiring or just beginning to explore what your future could look like; this free webinar is for you! Join us on Tuesday, June 17th,...Read More
Saving for a comfortable retirement is important! Learning about how Individual Retirement Accounts (IRAs) can help boost your retirement savings can help set you up for a bright future. Join our own CEO, Theresa Trimble, for a Personal Finance: Boost Your Savings with an IRA Webinar on Tuesday, March 4, 2025, from 12:00 – 1:00 PM...Read More
Written by Chris O’Shea Things you should know about installing solar panels on your home. Adding solar panels to your home can reduce your environmental footprint and save you some cash. However, while there’s no denying the former, the latter can be a bit tricky. Here’s what you should know about the costs and considerations...Read More
Written by Chris O’Shea The pros and cons of 401(k) loans. A 401(k) loan can be a useful financial tool. As the name suggests, it allows you to borrow money from your 401(k) and use that money on other expenses. There are a few factors where it may make financial sense as an alternative to...Read More
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
Written by Chris O’Shea Tips to help maximize your Social Security benefits If you are nearing retirement, you’re likely wondering when you should claim Social Security benefits. Unfortunately, there’s no exact answer because everyone’s situation is different. However, you can think the decision through and come up with a number that fits you. Here are...Read More
Featured in Savvy Money Daily – Authored by Chris O’Shea Savvy tips for improving financial health! April is Financial Literacy Month. It’s a good time to reset your money mindset and get back to basics. Here are some budgeting tips for you to ring in the month. Make it Automatic Instead of relying on yourself...Read More
If the crazy swings in the market these past several months have taught us one thing, it is to have some of your retirement savings invested in something that does not lose value. The tried-and-true Term Certificate is a great example of a more stable place to keep your savings, and rates are up. An IRA...Read More
Are you looking ahead to retirement? To relaxing and doing all those things you don’t have time to do now? In retirement, you will have lots more time to do what you love and hopefully less expenses; but you will also have less income. Plan ahead! When you are ready to retire, you want your finances to...Read More
