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Your Trusted Financial Partner
You may have seen recent headlines about banks that are struggling. I want to assure...
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Getting Preapproved with RCU
What’s a preapproval? Getting preapproved means you've been approved in advance by a lender for...
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Changing Jobs? Know Your 401(k) Options
If you’ve lost your job, or are changing jobs, you may be wondering what to...
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How the SECURE 2.0 Act Affects Your Retirement
Saving for retirement is important this is the money you’ll likely utilize throughout your golden...
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January Market Recap
The Markets (as of market close January 31, 2023) January proved to be a bumpy...
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What to Do With Your 401(k) When Switching Jobs
Switching jobs? Don’t forget to address what you’ll do with your 401(k). Depending on how...
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Parenthood: How Children Change Your Financial Picture
If you’re a new parent, congratulations! Becoming a new mom or dad means taking on...
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Why You Need a Budget: How Budgeting Can Help You Reach Your Long-Term Goals
Let’s be honest. A whole slew of Americans — almost two-thirds by several counts —...
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Combining Finances and Talking to Your Spouse About Money
Money can be a challenging subject to bring up with your life partner. But despite...
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Why Is Money So Emotional?
While our finances can stress us out, there are ways to take control Anyone who...
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