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Financial Planning

Financial Resolutions for 2019

As 2018 came to a close, many began to think about how they would plan to make 2019 a better year. The practice of making resolutions is one that casts a lot of hope and motivation for the New Year is a chance to start again and think about how you can grow and develop…

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Saving for College: what are my options?

The first and most important step is deciding to save.

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Personal Financial Planning Program

New program offered at Leeds School of Business

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Helping Your Child Build Credit

helping your child learn about and establish credit is an important life skill

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Investopedia: When Should Retirees Downsize?

That’s an inevitable question, because time stands still for nobody

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HSAs and FSAs

Staying Healthy, Wealthy, and Wise About Your Health Care Coverage

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Identity Protection

Tips for protecting your identity, credit and social security number

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Investopedia: What's the Minimum I Need to Retire?

Can you retire with $1 million dollars?

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Paying Off Student Loans

There are many choices for repaying student loans. This checklist can help you weigh them.

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Fiduciary 101

Who, what and how to find a fiduciary?

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