How should I determine where to keep my money?

4 Questions To Ask Yourself About Where To Keep Your Money

Evaluating your financial strategy can often be a challenging endeavor—where do you even start? How do you know if you’re making the most of your finances? Visiting with your financial professional is always a great place to start. Prior to that, here are a few questions you can ask yourself to determine if your money is working toward your financial strategy and goals.

A young couple works with a financial professional to help with purchasing life insurance. They know what questions to ask.

5 Essential Questions to Ask Before Buying Life Insurance

Life insurance is a vital component of your financial security. If someone depends on you for financial support, such as your spouse or child, you should strongly consider purchasing a policy. But before you buy, it’s essential to ask yourself and your life insurance agent several important questions.

An older couple smiles knowing that they are taking smart steps for financial well-being.

5 Financial Wellness Tips for 2020

Financial Wellness refers to the process of learning how to successfully manage and secure the health of your financial life, now and in the future. The start of a new year is a good time to review your current financial situation and make plans to improve your financial wellness. Here are some tips for 2020.

A middle-aged woman looks at her phone. She's made some changes to her behavior that are positively impacting her finances.

Behavioral Changes to Help With Financial Fitness

Behavior change is a key component to establishing financial wellness because it creates habits and patterns. But it isn’t easy to make adjustments in your life. To get there you need to have a plan, be realistic and take small steps toward achieving your goals. Here are 4 tips that can help.