Our Blog

Filters
Category
Filter By

Stay Focused and Change Some Money Attitudes During Inflation

Inflation decreases purchasing power by driving up prices. You might consider altering your finances during times of high inflation. Investors and savers should review their plans. Higher interest rates cascade down to consumer products. 

Read more
What Is a 529 Plan?

Do you have children? If so, you’ve likely spent time wondering how you’re going to pay for their college education.

I’m Confused — What the Heck is a 401(k), IRA, and Roth?

Roth—401(k)—IRA—oh my! What do all these numbers and letters mean anyway? Perhaps you know that they have something to do...

Student Loans and Marriage: Good Communication Helped Us Tackle Massive Debt

My wife, Tori, and I started dating about a decade ago. Little did we know then that we would face...

How to Dig Yourself Out of Debt

Debt: the deep hole that seems so effortless to dig but impossible to climb out from. With every new credit...

Budgeting for Charitable Giving Can Increase Your Happiness

Tithing, or giving 10 percent of one’s income or crops to a religious entity, is an ancient practice. In fact,

Five Steps to Cutting the Financial Umbilical Cord

One of the biggest impediments standing in the way of retirement for today’s baby boomers is their children. Everyone knows...

Teaching Your Kids about Money, Part 1

Tackling this issue is on the forefront of agendas for many non-profit and financial institutions alike but as we noted...

Trends in Charitable Giving

Whether the economy is expanding or contracting, Americans tend to be consistent with charitable donations. In 2013, as the U.S….

Crowdfunding Capital for the 21st Century

One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s…

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes…

Can Group, Private Disability Policies Work Together?

According to the Social Security Administration, a 20-year-old has a 25% chance of becoming disabled before reaching age 67. Loss…

Asset Allocation

If you live in or have visited a big city, you’ve probably run into street vendors – people who sell…