Getting Organized

You got the job; you finally have some recurring income! It is exciting to start a career and an independent life, but it also...

More and more employers offer a 401(k) plan for retirement savings. This can be a great benefit, but you might not really...

Learn the difference between individual bond and bond funds with Investment Manger Chris Gula,...

Senior Wealth Advisor Susie McLane shares tips on saving to help you along your financial journey. Listen to the podcast...

Susie McLane discusses emergency funds and how to establish one of your own. Listen to the full conversation below. Summit...

Becoming new parents is very exciting but it also involves a lot of new responsibilities.  Organizing your financial affairs...

Exchange traded funds can help diversify your portfolio and augment your investment strategy in a low-cost, tax efficient...

Buying a house vs. renting depends on where you are in life. You might ask yourself, "Is buying a home right for me?" or "Is...

Have you funded your IRA this year? Are you eligible? How often have you heard these questions? In 1974, Congress passed...

Estate planning is not just for the wealthy. It's about having the peace of mind of knowing that your loved ones are taken care...

Everyone feels invincible, as if nothing bad is ever going to happen, and therefore believes they won’t need insurance. At...

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