Resource Articles

Personal – Saving, Planning & Budgeting

Rising Cost of Living

Despite lower inflation rates, the cost of living remains high, necessitating the need to cut costs, such as energy use, transportation, restaurant meals, and entertainment.

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Personal – Saving, Planning & Budgeting

Managing Unexpected Expenses

Natural disasters remind us to prepare for the unexpected with contingency plans, such as building an emergency fund, reducing expenses, and reviewing insurance coverage.

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Personal – Saving, Planning & Budgeting

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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Personal – Saving, Planning & Budgeting

Should Money be the Only Factor in Choosing Early Retirement?

Thinking about early retirement? It's about more than money. Consider your health, quality of life, and passions to ensure a fulfilling new chapter.

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Personal – Saving, Planning & Budgeting

Strategies for Funding Long-Term Care Insurance

Planning early for long-term care, with options like insurance, savings, and HSAs, can help mitigate the high costs and secure future financial stability.

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Personal – Saving, Planning & Budgeting

Establishing Good Financial Habits

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

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Personal – Saving, Planning & Budgeting

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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Personal – Saving, Planning & Budgeting

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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Personal – Saving, Planning & Budgeting

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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