“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is...
Personal Finance Resources
Learn how to take control of your finances. Read our blog posts below on debt, budgeting, investing and more.
April Market Commentary
“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning, spinning ‘round and ‘round and upside down”- Upside Down by Jack Johnson (2006) In thinking about the investment markets over the last month and for...
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FinPath – How to register?
Let’s build better financial habits. With FinPath, everyone has access to 1:1 financial coaches and powerful tools to help move from surviving to thriving. Watch the video to learn how to register your FinPath account.
Shopping tips for this holiday season
Unless you complete your holiday shopping before Halloween, you might be enticed by Black Friday and Cyber Monday deals. These tips may help you save time and money. Create a budget. Before you start shopping, establish an overall budget. Make a list of gifts...
Beginner’s Guide to College Funding
Written by: Matt Escalante We all know kids can be expensive when you add up the costs for everyday essentials such as food, clothing, daycare, etc. (just to name a few). The moment a child is born, the clock starts ticking on developing a proper plan for one of the...
31 Days of Financial Wellness
JULY 16, 2021 You hear a lot about the value of keeping physically fit, but do you keep your money in shape too? Financial wellness isn’t about how wealthy you are. It’s about the health of your finances, regardless of your income. It’s knowing you can pay your bills,...
The Best Thing You Can Do for Your Personal Finances
Written By: John Fowler, CFP® You won’t believe it... It’s a beautiful Wednesday afternoon and I’m driving down the highway towards Dallas. I’m listening to music in the car and rolling down the highway. You know how it is, that certain song comes on and you can’t...
Is Financial Wellness a Must-Have Employee Benefit?
Employee stress is growing. A new survey by John Hancock shows the prevalence of stress has doubled since the start of the COVID-19 pandemic. Currently, two-thirds of Americans feel financial stress, with 27 percent feeling “high levels” of financial stress. Because...
Marriage and Money: Six Mistakes to Avoid
Written By: Michael Collins When it comes to marriage, you want to do things right. The same thing with finances. Money doesn't have to be a difficult topic. Here are six money mistakes you and your spouse can avoid: Set goals. He is a spender; she is a saver. Or, he...
How to avoid breaking the bank on Valentine’s Day
"Money can feed the body. Love will feed the soul.” -Toni Payne The commercialization of Valentine’s Day didn’t just creep up in the last couple of decades. It dates back to the Victorian era, where Great Britain introduced the Uniform Penny Post, (what we know...
The Financial Wellness Trifecta
Written by: Mason MosesMy family enjoys watching the Triple Crown horse races; the Kentucky Derby, Preakness Stakes, and the Belmont Stake. We are not racing experts by any means, but the pageantry, tradition, amazing animals, and fun in attempting to pick the winner...
Not Every Financial Shock Makes the News
Written by: Mason MosesIt has been challenging over the last several months to turn on the news and not hear the talking heads discuss how the COVID-19 financial shock has impacted the economy short-term and the potential long-term ramifications. COVID-19 aside, many...