Midlife investing – make the most of your asset-building years

March 28th, 2011 Lee Curry

As you move through your peak earning years, you’ll probably see your net worth steadily rise. At the same time, you’ll still have some work to do before you realize your financial goals. That’s why it’s important to have a solid plan in place. We’ve put together some tips to help keep your portfolio on […]

Pros and cons of joint checking accounts

February 9th, 2011 Todd Means

One of the biggest decisions you and your new spouse will have to make when it comes to your financial lives is deciding how you want to manage your money. Will you: Establish a joint account that is used by both you and your spouse? Continue to manage your own individual accounts? Or establish a […]

How to set a budget for your family and stick to it

January 31st, 2011 Todd Means

Managing money isn’t always easy – especially when you have a family and it doesn’t seem like there’s enough money to go around. The mortgage, bills, groceries, insurances payments and gas can all make it seem like your hard-earned money has vanished into thin air. That’s where a family budget can be a lifesaver. A […]

How to be an organized financial consumer

January 31st, 2011 Jeff Burkhart

Being an organized financial consumer really boils down to one thing: Take control of your money instead of letting it control you. Although this may seem like a daunting prospect for some people, a few simple strategies can help you streamline your finances and become more organized about household money matters. Have a clear understanding […]

Getting into the savings habit

January 31st, 2011 Barb Finney

Like many things in life, setting money aside as savings is a habit that needs to be developed. It doesn’t take a miracle to save money. But if you want to see your nest egg grow, you need to do what you can to encourage a savings habit – especially as a young adult! We’ve […]

young family

6 basic rules to financial freedom

January 31st, 2011 Doug Benjamin

Managing your finances can be a confusing and daunting process. But the reality is that mastering money isn’t that difficult. If you stick to a few basic rules and principles you’ll set yourself up for a life of financial freedom. Keep in mind that most of these rules are behavioral in nature, and changing your […]

5 Common Money Mistakes

January 31st, 2011 Barb Finney

In challenging economic times, you can’t afford to play fast and loose with your finances. Minor missteps can add up to thousands of lost dollars over time. Avoid five of the most common money mistakes, and you’ll start adding to your nest egg in no time. Money mistake #1: Living beyond your means This affects […]

How to help maximize your retirement income

January 25th, 2011 John Evans

The long-awaited golden years have arrived and you’re looking forward to enjoying your retirement. You’ve saved and invested wisely throughout your career to provide a stable financial cushion. But now that you’re an actual retiree – where do you go from here? Our simple retirement action plan provides you with some simple steps to help […]

Understanding financial terminology

January 25th, 2011 Doug Benjamin

Financial terminology can be confusing and intimidating – especially if you’re just entering the world of finances and investments. To help you get a grip on some of the most common words and phrases, we’ve put together a little cheat sheet for common financial terminology. Accrued Interest – Interest that accumulates over time on a […]

7 financial tips for empty nesters

January 18th, 2011 John Evans

With kids out of the house, the empty nest period is typically a time of high discretionary income and a high potential for relative savings. It is also the time to think seriously about retirement and get plans in place for the future. After all, with the “golden years” just around the corner you can’t […]

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