Category: Goal Setting

Did you ever wonder what you should bring to your first meeting with a financial planner?  While it may depend on the individual we’ve put together a few items to consider. According to Market Watch approximately 62 percent of Americans don’t even have $1,000 saved. Getting your finan...

Choosing between a Roth and traditional IRA account with a Credit Union for your individual retirement plan can significantly determine your long-term savings. Therefore, it is important to understand each one of the two accounts so that you can make an informed decision when settling on one. What i...

A brand new year provides the perfect opportunity to make meaningful life changes, including improved financial wellness. These five financial resolutions can help get your year off to a promising start. 1. Get on budget Take charge of your finances by creating a budget. Start by calculating after-t...

Year after year, we make New Year’s Resolutions, sometimes fully intending to see them through. Other times, we just make them to keep the dream alive. But this year… this year will be different because we’re not just making New Year’s Resolutions. It’s time to step up and make a New Y...

Like many consumers, you probably purchase gifts for loved ones during the holidays. Last minute rushes to find the perfect gift leave many shoppers frustrated with their purchase price and the holiday crowds. Nevertheless, you can avoid the crowds and save money by starting your holiday shopping e...

It’s not even fall yet but the holidays will be around the corner before you know it!  That is why we are providing you with a few tips on the best ways to start saving for the holidays. “Christmas in July” is the name of a movie in which a man called Jimmy is tricked into […]...

Below are 4 Things you Need to Know to Have a Stress Free Retirement People are living longer than ever – which is great news, until you think about retirement. That is why we’ve put together the 4 things you need to know to have a stress free retirement!  According to figures from the So...

Check out these tips on how to budget when you have seasonal income! Rewarding careers don’t always come with a steady paycheck. People who work in agriculture, construction, tax preparation, entertainment, landscaping or other types of freelance and seasonal businesses, income may vary wildly...

We all know how it goes: two weeks into January and you’re already hitting the snooze button on your New Year’s resolution. It’s always easy to set goals but much harder to keep them! Read our tips and tricks on how to stay strong, discipline yourself, and follow through in achieving the tough...