Understanding Dollar Cost Averaging
Financial Wellness 10/25/2023

Dollar Cost Average (DCA) is an approach to purchasing an investment in which the buyer spends out their purchases so that the total price paid is less affected by market timing.1 It is a strategy..

Healthcare Costs in Retirement
Personal Planning 10/18/2023

In a 2022 survey, 35% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of..

How Much You Think You Need in Retirement vs. How Much You Really Need
Wealth Management 10/11/2023

When it comes to packing for a trip, you could be one of two people. A minimalist fits everything they need for a two-week vacation into a small carry-on or backpack. The overpacker who needs two or..

Creating an Investment Portfolio
Wealth Management 10/04/2023

You’ve identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio? What specific..

The Basics of Saving and Investing for Retirement
Financial Wellness 09/27/2023

Figuring out the best investment strategy for your retirement savings can be challenging. There’s no one-size-fits-all strategy, either in choosing an investment plan or using a management style..

The Value of Life Insurance
Personal Planning 09/20/2023

September is Life Insurance Awareness Month – A month to educate people about the importance of having life insurance. According to US News, “if you have dependents who rely on your financial..

Why We Like to Think of Ourselves as Upper Middle Class
Wealth Management 09/13/2023

There's no question that being perceived as poor is something to be avoided in our society. People are willing to spend more than they can afford on designer clothes, the latest phone, and a nice car..

Start Saving for College
Personal Planning 09/06/2023

September is College Savings Month and 529 plans across the country are helping celebrate by holding promotions, contests, initiatives, and virtual events. Saving for college is important year-round..

A Different Way to Think About Regret
Financial Wellness 08/30/2023

The possibility of living a life without regret seems ingrained in our culture. There are dozens of self-help books on how to achieve this, countless motivational quotes around this theme, and (quite..