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Category: Financial Education

How to Develop a Healthy Emergency Fund

Beau McGlamery, CFP®, CMFC®,shares insights on what an emergency fund is and how to determine how much to save. When working with a wealth manager, one of the first questions

Financial Wellness Month: Tools for a Prosperous Financial Future

Did you know that 77% of Americans feel anxious about their financial situation1? So, if you often find yourself stressing about money, you are not alone.   January is Financial Wellness

Woman smiling at computer screen holding coffee mug at desk

Beginner’s Guide to CD Laddering

Investing in Certificates of Deposits (CDs) is a great way for investors to minimize their risks and keep a portion of their investment strategy safe from changes in the stock

Breaking Down the Basics of Retirement Accounts 

Have you ever felt overwhelmed by the menu in a diner? One that goes on and on for pages—offering you everything from breakfast to dinner, 24-hours a day? Retirement accounts

Teaching Kids to be Smart With Money

Money may seem like a challenging topic to discuss with your children (especially when they are little) but it’s important to get the ball rolling as soon as possible. And

Why Is Money So Emotional?

While our finances can stress us out, there are ways to take control Anyone who has ever lost sleep over credit card bills or stock market shake-ups knows that money

Invest in Yourself: 6 ways to maximize everyday savings

No matter your age, profession, income, or goals, having some savings stored away can be a helpful resource for unexpected expenses, large and important purchases, retirement, and more. But building

Q&A Financial Wellness: With Luis Soto, Vice President of Marketing and Financial Inclusion

We often hear about the term “wellness” when discussing physical health, mental health, and nutrition. But what does wellness mean regarding our personal finances? Luis Soto, Vice President of Marketing

Invest in Yourself: 6 ways to maximize everyday savings

No matter your age, profession, income, or goals, having some savings stored away can be a helpful resource for unexpected expenses, large and important purchases, retirement, and more. But building

To the Moon or Failure to Launch: A frank conversation on cryptocurrency

Somewhere between football, hard seltzer, and Dr. Dre, more than 200 million people saw four different ads from four different cryptocurrency exchanges during the Super Bowl. Whether this day signaled

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