Knowledge Center:
Financial Education
Inflation seems to be the topic on everyone’s minds right now. But what is it exactly, and how does it impact your finances? By staying informed on what causes inflation...
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...
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...
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...
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...
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...
We're Here to Help
If you can’t find the answer you are looking for in our library of resources, we’re simply a click or call away!
Financial Coaching Pages of Interest
Knowledge Center Quick Links
credit unions
Information, resources, and tools to help you succeed.
Life rarely follows a straight path, especially when it comes to finances. Why choose a credit union for life’s changes? Because every milestone, from buying a home to starting a...
Back to school season is here! Whether it’s buying a backpack for elementary school, sending a teenager off to college, or starting a first full-time job after graduation, back to...
Community Banking Month is the perfect time to explore why choosing a local financial institution, like a credit union, feels less like a transaction and more like people helping people....
Under the One Big Beautiful Bill Act (OBBBA) of 2025, interest paid on loans for American-made vehicles may be eligible for a federal tax deduction. Members can view 2025 interest...
What does banking local mean? When your bank knows your name, it means they know your story—not just your balance. It means they understand what you’re working toward, and they...
Financial Coaches
Information, resources, and tools to help you succeed.
If your monthly bills feel like a game of financial whack-a-mole, you’re not alone. One credit card payment is due on the 5th, another on the 12th, a personal loan...
TIME FOR YOUR CHECKUP! A Mid‑Year Financial Checkup helps families catch small issues before they turn into bigger “symptoms,” reduce stress, and feel more confident heading into the second half...
We know there’s a lot of financial advice out there—some of it helpful, some of it… not so much. So, where do you turn for trusted guidance? In our Financial...
Goals & Life Events
Information, resources, and tools to help you succeed.
Wondering ways to teach your kids about money? Talking to your children about money does not have to begin with a formal lesson or complicated financial terms. Some of the...
September is National Life Insurance Awareness Month, making it a great time to tackle an important financial planning question: How much term life insurance do you need? Whether you’re buying...
Tucson Welcome Home Program: How One Program Is Opening Doors for More Arizona Families June is National Home Ownership month and in Southern Arizona this month always feels like a...
Under the One Big Beautiful Bill Act (OBBBA) of 2025, interest paid on loans for American-made vehicles may be eligible for a federal tax deduction. Members can view 2025 interest...
Most people put off estate planning because it feels far away, confusing, or uncomfortable. But ask yourself, “What if I die without a Will? If the unexpected happens and you...
