QUESTIONS • PREGUNTAS

(888) 201-5488

FINANCIAL WELLNESS CENTER

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

Receive our content directly in your inbox
SUBSCRIBE NOW
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…
Read More
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.…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
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…
Read More
Video
June 26, 2018

How to Reduce Debt

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