Will You Outlive Your Money?
One of the most troubling concerns you will face as you near retirement age is whether you will have enough money saved to live on for the rest [...]
4 Tips to Score Big in Retirement
The 2015 NCAA Tournament bracket is now complete! Starting this week, 68 teams will compete over the next few weeks in one of the most exciting [...]
5 Things You Need to Know About Estate Planning
It is important to review your finances regularly to make sure your financial plan is going according to plan. Those who do regular reviews [...]
7 Things You Waste Money On Every Month
What do most people want? More money! But when you look closely, you will find that people would have more money if they didn’t waste it on [...]
Holiday Financial Survival Tips – Part 4: Holiday Health Tips
Not only do we care about your finances, but your overall well-being is important to us, too. Fight Holiday Stress By… • Going on a hike to [...]
December 16, 2014 /
Financial Planning
Holiday Financial Survival Tips – Part 3: Protect Your Finances
Credit Card Fraud The holiday season isn’t just a busy time for shoppers—it’s prime time for thieves and hackers to steal other people’s [...]
December 10, 2014 /
Financial Planning
Holiday Financial Survival Tips – Part 2: Savings Tips
6 Ways to Save on Gifts Holiday gifts don’t have to be expensive. In fact, there are a number of ways in which you can give meaningful [...]
December 4, 2014 /
Financial Planning
How To Get Ahead Financially This Holiday Season
We’re already a week into the month of November and before we know it, the holiday season will be here! But, before all the “hustle [...]
November 6, 2014 /
Financial Planning
[FREE Report] 5 Social Security Strategies You Need To Know About
As the “Baby Boomer” generation begins to retire over the next several years, Social Security is becoming a bigger topic of conversation. What [...]
6 Rules of Shopping at Warehouse Stores
Members-only warehouse stores like Costco Wholesale and Sam’s Club are becoming more and more popular these days for the average grocery [...]
September 26, 2014 /
Financial Planning
Top Reasons You Need A Financial Pro
When it comes to your finances, we want to make sure you avoid costly do-it-yourself mistakes and hire a financial pro for several reasons: 1. [...]
Does Your College Plan Need A Tune-Up?
The high cost of college is everywhere in the media these days. You can’t pick up a newspaper or turn on the TV without seeing something [...]
4 Reasons You’ll Spend More Money After Early Retirement
When are you planning to retire? Before you take that next step, be sure that you don’t underestimate how much money you will need for [...]
Do Love & Money Mix?
It is no surprise money is the root cause for most failed relationships. If you and your significant other are not compatible when it comes to [...]
4 Signs That It’s Time to Review Your Finances
The end of the year is always a great time to sit down and review your financial picture. How did you do financially last year? What can you do [...]
January 2, 2014 /
Financial Planning
6 Financial Mistakes to NOT Make In Your 20’s
Are you in your 20’s? Or do you have children that are? Maybe they were just born or just graduated from college. But, regardless how old [...]
November 13, 2013 /
Financial Planning
What’s Your Financial Mindset?
This is an important question to ask yourself as it helps you gain more insight on what exactly you need to in order to become more financially [...]
Should You Be Concerned?
(Shared by Brian Minier, VP – Eagle Charitable Giving) When you plan for retirement, do you count on Social Security? This topic is one that many [...]
Life Insurance As An “Investment”
(Shared by Tom Chelf, Bank On Yourself Authorized Advisor) We’ve all heard it a million times: “Life insurance is a bad investment because the [...]