« Return to Blog

Planning for Retirement

Recent Posts

Inside Banking Choices: Key differences between community banks and credit unions.

Consumers have a plethora of options when it comes to choosing a financial institution. The primary goal in making that choice should be to find a partner that can help them succeed in achieving their goals. Given the current landscape, it is essential to understand the differences between the types of institutions available. Among these…

Read more

Don’t Get Tricked: Recognize and prevent utility scams.

In recent years, utility scams have become more sophisticated, targeting unsuspecting individuals with increasingly clever tactics. Why utilities? Because living without them can be inconvenient at best and genuinely life-threatening in worst-case scenarios. Here’s what you need to know about avoiding utility scams and safeguarding your finances.

Read more

The Power of Two: How to prosper in marriage.

Maximizing the financial benefits of marriage involves strategic planning, shared goals, and open communication about finances. It takes some work from both parties, but the effort can pay off by creating several financial advantages, ranging from tax benefits to improved loan qualifications due to combined incomes. Doing it successfully requires teamwork, patience, and ongoing communication.…

Read more

Investing with Purpose: Navigating Sustainable Investing for a greener tomorrow.

Investing is all about making your money work for you. It can also be about using your money to support and reflect your own values, priorities, and principles. This practice is commonly referred to as “sustainable investing” or “socially responsible investing” (SRI). You may also be familiar with a third term – ESG, which stands…

Read more

High-Yield Checking Accounts: A surprising financial opportunity.

Last week we explained the benefits of having a high-yield savings account, but what about your checking account: have you heard of a high-yield checking account? Thanks to today’s competitive high interest rate environment, they are becoming increasingly available as financial institutions look  to bolster the amount funds they have on deposit. And they are…

Read more