Resource Articles

First Things You Should Do When You Get Your First Job

Start saving early, especially in retirement accounts like a 401(k). Create a strict spending plan to avoid financial pitfalls and secure your future.

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Do You Have Enough to Retire?

Transitioning to retirement should incorporate both a measure of your financial assets and an assessment of what you will do in your retirement years.

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Paying for College

Investing in college offers lifelong benefits; funding options like 529 plans, scholarships, and loans can ease costs and maximize value.

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Establishing Good Financial Habits

Building good financial habits can provide a rhythm, or sense of control, for your financial life.

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Applying for Social Security Retirement Benefits

Utilize the Social Security website to apply online for retirement, calculate the age you can maximize benefits, and learn what documentation you will need.

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Budgets for Real Life

Not only will budgeting help you find control over your spending, but it will also help you find financial purpose and peace.

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Is an Annuity Right for You?

Annuities can be beneficial, but they're not for everyone. Carefully evaluate your financial situation and goals to determine if they're right for you.

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Tax- Advantaged Retirement Accounts

Retirement accounts can offer various tax advantages depending on the type of plan and whether they are funded with pre-tax or after-tax dollars.

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How Do Credit Cards Affect Your Credit Score?

Your credit card use significantly impacts your credit score. Manage payments, keep debt low, and maintain account activity for a healthy score.

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