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

In honor of America Saves Week, we’re hosting pop-up branches in DC and St. Louis throughout the week. Tuesday, 4/9, 11 AM – 2 PM: DC – Martin Building CafeteriaWednesday, 4/10, 11 AM – 2 PM:DC – NY Avenue Building LobbySTL – Outside the HUBThursday, 4/11, 11 AM – 2 PM: DC – International Square,...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

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