Bridging the gap between industry news and personal experience

January is Financial Wellness Month, a time to check-in with your financial strategy.

Start the year off right by getting started on these five top financial goals.

This blog will share five classic Christmas stories to get readers into the holiday spirit.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

This blog will give a wrap-up of financial goals over the year and prompt the reader to look back on how they did on their goals and reflect for the upcoming year.

It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.