Investing - Whether you are Investing in the stock market, mutual
funds or savings bonds, here you can find information to help you understand the ins and outs of saving and investing.
Income Tax and Estate Planning - Income Tax and Estate Planning do not
necessarily go hand in hand. An understanding of what you need to know about your tax obligations as well as how Estate Planning strategies
may help you be better prepared to speak with your accountant or lawyer when planning your future.
Young Adults - Not every young adult is taught in school what
you need to know financially when you venture out on your own. Here you can get information on items such as renting your first home,
credit cards, insurance, working with a financial institute as well as getting ready to start a family.
Home & Auto - Saving for your first home or thinking about
refinancing you existing home, there are many issues you face. Find helpful information on Buying or Refinancing your First Home as well as
Tax implications of owning a home.
Insurance - Do you know what types of insurance are available and
what might be best for you? This section helps you understand why you need insurance and will provide you with information prior to
speaking with an insurance representative.
Retirement - Get the basics of saving for retirement as well as
information on the type of plans available to you. It doesn't have to be a scary future. Get the knowledge to help you make sound
decisions with your financial professional.
Issues Facing Parents - It is never too early to begin
teaching you children about money. Here you will find helpful information on things like saving for college, advice on credit card and
Mistakes to avoid when saving for college.
