Article – Building Wealth

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Five ways to decompress from holiday financial stress

1. Assess your new debt Credit cards are often the most popular payment method during the holidays. If you were one of these shoppers, it’s important to review your newly acquired debt and craft a payoff plan. 2. Review potential gift returns Instead of...

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Mature couple managing home finance

Smart money moves to make in January

For most people, January is considered a clean-slate month. It’s a fresh start, a new tax year and 12 months to work toward your financial goals. Here are a few tips to get you started. Audit recurring charges A great way to...

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Reviewing Your Beneficiary Designations

A beneficiary designation review is an important part of your financial plan. You have probably heard situations in which the “wrong” person inherited money intended for someone else. More often than not, this happens because the owner of the accounts failed...

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Close up shot of a business woman shaking hand with a businessman in a modern looking office.

Take Advantage of Work Perks

Employee benefits are an important part of a total compensation package. Here are some important benefits that may be part of your package. Helping You Retire If your employer offers a match to your 401(k) contributions, be sure to contribute enough to...

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