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FINANCIAL WELLNESS CENTER

TOOLS AND INFORMATION TO HELP YOU GET FINANCIALLY FIT, NOW AND FOR THE FUTURE

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Article
July 18, 2018

I Received a Large Refund on my Tax Return this Year. Should I Adjust my Withholding?

You must have been pleasantly surprised to find out you'd be getting a refund from…
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Article
July 11, 2018

Protect Your Heirs by Naming a Trust as IRA Beneficiary

Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate.…
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Article
July 10, 2018

Managing the Emotions of Volatile Markets – A Survey

The financial markets in 2018 experienced lots of ups and downs we haven't seen in…
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Article
July 9, 2018

Market Bulletin: Tariffs and Trade Wars

Effective Friday morning, July 6th, 2018, the Trump administration followed through on a threat to…
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Article
July 6, 2018

Going Public: An IPO’s Market Debut May Not Live Up to the Hype

An initial public offering (IPO) is the first public sale of stock by a private…
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Article
July 6, 2018

In the Driver’s Seat

When it comes to investing for retirement, it’s up to you to decide how to…
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Article
July 2, 2018

Bond Funds May Help Diversify Your Portfolio

Most investment experts talk about the benefits of diversification — essentially, mixing some stocks, bonds…
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Article
July 2, 2018

Quiz: Financial Facts that Might Surprise You

If you have a penchant for financial trivia, put your knowledge to the test by…
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Webinar
June 29, 2018

[WEBINAR] How to Create a Budget and Manage Debt

In 2016, only 41% of Americans followed a budget, and many people today spend more…
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Video
June 26, 2018

How to Reduce Debt

Watch this video to discover ways on how to reduce debt and regain control of your…
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