Like the changing of the seasons /Good things, they come and then they go Going, Going, GoneLuke...
Personal Finance Resources
Learn how to take control of your finances. Read our blog posts below on debt, budgeting, investing and more.
Mid-Year Market Commentary
Good Vibrations Brian Wilson and Mike Love (1966) When Brian Wilson, the genius behind the music of the Beach Boys, passed away in June there were numerous retrospectives about his many talents, including his ability to create musical orchestrations that produced so...
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Inclusive Financial Education for a Multilingual Workforce
Written by: Scott Hauptmann It’s already difficult to reach employees and educate them on the need to save for retirement, and the task is made harder when some employees speak a different language or grew up in a different culture. While there’s not a one size fits...
4 Money Mistakes You Might Be Making
No matter what’s happening in the economy as a whole, avoiding these four money mistakes can help you survive — even thrive — in any economy. Mistake number 1: You regularly make unnecessary purchases. We all like to treat ourselves now and then, but frequent...
How to Protect the Ignored: Conversation for Financially Educating Employees
Written by: Chris Jamail No one likes to be ignored. Not back in high school, and not now by those who claim to help people understand their finances. Financial services lack balance in who they include in helpful financial conversations thus leading to two groups of...
Taking a Financial Inventory
Taking a Financial Inventory Taking a financial inventory can be done by anyone, at any time. It’s a good first step to getting your financial house in order, whatever life stage you’re in. To start, list your monthly household income and expenses. You should know how...
FinPath May Workshop – Managing Your Household Finances After a Cash Flow Reduction
Hello everyone. Thank you, Darryl, for giving me the opportunity to share my story about cash flow loss. But this pandemic took all of us by surprise in March was a life-changing event for me than normal. It just did not I did not see it that way at the time until...
Why Financial Education Matters Today
Why Financial Education Matters Today April is National Financial Literacy Month - and we are suggesting some changes. Americans are in need of financial education and coaching, and the goal should be more than basic literacy, it should be financially empowering our...
How to Assign a Savings Goal and Timeline
So, you have a goal in mind, but now what? Well, there are two important things want to define: how much you’ll need to save and by when. First, you should figure out exactly how much your goal will cost. Do as much research as possible and make sure to think about...
A Plan for Teachers: Get Your Finances Under Control
Once upon a time, educators across the spectrum, from kindergarten to university, retired with nice healthy pensions that afforded them a nice living similar to the one they had while working. Sadly, that fairytale has come to a halting end these days. Although most...
Stay on Top of Your Financial Life
We all want to achieve our financial goals, but sometimes, we're not sure how to reach them. We are here to help put you on the path to financial success so you can get where you want to be.
Inflation: What does it mean for your pocketbook?
Inflation – what everyone has been talking about for the past few months. We feel it everywhere in our daily lives, but for investors the big question is how will it impact your overall financial picture? And more to the point, as the Fed pulls levers to rein-in...