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.

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.

A young couple working together toward their goals of eliminating debt and saving for retirement

How to Balance Paying off Debt and Saving for Retirement

Paying off your debt and saving for retirement are two, very big priorities in your financial life. Unfortunately, many of us have a difficult time choosing which one is more important. However, if you’ve been wrestling with the choice, the good news is that you don’t have to. It is possible to save for retirement and get rid of debt at the same time with some good money management.

Three generations gather on the couch discussing finances.

How to Talk About Money with Family

Discussing financial goals with your family can be hard. Whether it’s your spouse, parents or kids, it can sometimes be difficult to find the right approach. To openly communicate about money in a positive and productive way, here are some tips to help break the ice and make financial discussions second nature.

5 Tips to Help You Bounce Back from a Busted Budget

Who hasn’t gone off-budget once or twice in their lives? It can happen for a variety of reasons – from unexpected medical expenses to overspending on a vacation, to sudden unemployment, to simple carelessness. A busted budget can truly happen to anyone. But if it does happen to you, it’s important to get it back on track before the impact causes you serious money problems.