Plan Your Charitable Giving For 2019

A new year has begun. It’s time to evaluate what worked well for you financially in 2018 and whether you need to make any changes for 2019. As you do that, you’ll want to put together a plan for this year’s charitable giving. A good place to start the process is to...

Year-End Financial Planning Checklist

As 2018 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and investments Revisit your retirement contributions. Review how much you’re...

Which College Savings Plan is Right For You?

The cost of college is steadily rising, and student loan debt has reached crisis status. What does this mean for you? It is more important than ever to commit to saving for the education expenses of the future scholars in your life. But making that commitment to save...

Wedding Finances: A Survival Guide

With the average cost of a wedding at an all-time high of more than $31,000, the tradition of the bride’s family covering all of the expenses is becoming a thing of the past. Today, the couple themselves and the groom’s family often share the costs of...

Building a Better, Budget-Friendly Vacation

With summer just around the corner, it’s time to get moving on your vacation plans before it’s too late. Whether you decide to book online yourself or go through a travel agent, here are some tips to help you save time and money. If you’re short on...
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