Wealth Management

Tip of the Month: Marriage & Money

We're in the middle of wedding season, and during this time, there's a lot of advice that couples receive ahead of their big day. While there's so much to be excited about when planning a life together, remember that it's important that you spend time considering the little details that will make your marriage a success. While financial issues can complicate any[...] Continue reading

4 Financial New Year’s Resolutions Worth Setting

As the holiday season ends, many people want to know how to get back on track with their financial goals. Setting New Year's resolutions can help you start the year off right! Consider these four goals to set for next year. 1. Save More Money One of the top financial goals people set each year is saving more money. However, with such a broad goal, it's often helpful to[...] Continue reading

Should You Buy or Rent Your Next House?

Whether you’re moving out of your parent’s home for the first time or looking to relocate you're likely considering whether you should rent or buy your next house. Many different factors will influence your decision, including: Budget Family size Pets Location Preferences It can be tough to consider whether it is better to rent or buy,[...] Continue reading

Smart Financial Gift Ideas for the Holiday Season

Although the holiday season is supposed to be a relaxing and memorable time spent with family and loved ones, many people often feel pressured to find the perfect gift. Grandparents and parents, in particular, may find it difficult to get gifts that younger family members really want and will find useful. Here are a few alternative gift ideas that could make a[...] Continue reading

How to Handle Unused 529 Funds

To save for your child's college education, you may want to choose a 529 plan. Despite how costly college can be, some families still have funds remaining in this plan after their child completes their education. Students may receive an inheritance or gift from relatives, go to a military academy, win a scholarship or choose not to go to college, leaving them with money[...] Continue reading