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Savings & Retirement

  • Saving

    Set Yourself Up For Success in 2020 and Beyond

    2020-01-14 | Savings and Retirement

    Not only is it the start of a new year, but it’s the start of a new decade. That takes setting New Year’s resolutions to a whole new level, or better yet, provides you with an opportunity to set New Decade’s resolutions.

  • CD Rates

    The Gift That Keeps on Giving… Your Year-End Bonus

    2020-01-03 | Savings and Retirement

    You’ve worked hard all year for that much anticipated year-end bonus. You’ve finally been informed of that magic number you’ll receive as a bonus, but then what?

  • Nest Egg

    Like Rome, Your Retirement Nest Egg Isn’t Built In A Day

    2019-12-13 | Savings and Retirement

    Saving for retirement doesn’t happen overnight. Or over a year. Or over the course of just a few years. It requires starting early, having a mindful strategy and ideally hitting some key milestones along the way.

  • Boomers

    Boom or Bust: Learn the importance of retirement planning from the Baby Boomer Generation

    2019-06-10 | Savings and Retirement

    When we think about our future, we often start by looking to the past... a concept which is not new, especially in the economic and financial world.

  • Savings

    6 Creative Ways to Start Saving Money

    2019-05-28 | Savings and Retirement

    Although you may have your mind set on graduation parties, summer BBQs or upcoming vacations, it’s important to keep tabs on any savings goals you set out to achieve.

  • FL

    Have you heard?... It’s Financial Literacy Month!

    2019-04-10 | Savings and Retirement

    Spring has arrived! Which means warmer weather, baseball season is back and to kick it all off, we have April designated as Financial Literacy Month.

  • Tax Time

    What to Expect When Filing Your 2018 Taxes

    2019-03-19 | Savings and Retirement

    As tax season rolls around, so do some of our favorite tax jokes (since they can sometimes seem so fitting) (1):

    • Nothing makes a person more modest about their income than to fill out a tax form.
    • Golf is a lot like taxes. You drive hard to get to the green and then wind up in the hole.
    • Children may be deductible, but they are still taxing.
  • Build Wealth

    Steps to Building Wealth and a Diversified Portfolio

    2019-02-13 | Savings and Retirement

    Just because you didn’t get an A in finance class doesn’t mean your financial future is doomed. After all, you’ve probably heard some of those old wives’ tales over the years – “save 10% of what you make, no matter what” or “keep all your spare change in a piggy bank for the future.”

  • Financial Health

    The Money Diet: 5 Steps for Achieving Financial Health

    2019-01-29 | Savings and Retirement

    With so many different diets and opinions out there around the healthiest foods, it can get tricky to choose the right diet for yourself. After many trial-and-error approaches, it’s no wonder why someone may give up and give in (hello cheat days/weeks/months!).

  • IRA

    Make This the Year to Strategize Your Retirement Plan

    2019-01-11 | Savings and Retirement

    Do you ever feel like you’re behind before you even get started? Or how about drowning in a sea of information that’s constantly evolving and changing?

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