Important Birthdays
Financial Wellness 11/29/2023

Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the last. When you are older, "and-a-half"..

Be Financially Fit
Financial Wellness 11/01/2023

To be financially fit, shift your money mindset and set goals for yourself and your family. Manage and prioritize your spending and create sustainable habits to last your lifetime and pass those..

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..

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..

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..

Scammers are Now Using AI to Try to Steal Your Money
Financial Wellness 08/23/2023

If somebody called you from an unknown number, claiming to be from your bank, and asked you to "confirm" your sensitive account information, you would probably recognize right away that this was a..

Confidently Incorrect: The Decline of Financial Literacy
Financial Wellness 06/28/2023

Sherman Hanna, a professor of consumer sciences at The Ohio State University, headed up a study that tracked the progress of financial knowledge of Americans over nearly a decade. Using data gathered..

Annuity Awareness
Financial Wellness 06/14/2023

The month of June is designated Annuity Awareness Month – a campaign generated to educate consumers on annuities. An annuity is an important component of your long-term financial plan. It is an..

"Free" Trades Could Be Costing U.S. Investors Billions
Financial Wellness 04/12/2023

You've probably heard that the most powerful word a marketer can use is "free." After all, who of us can resist getting something for nothing? Sometimes free really does mean free, like the samples..

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