Getting Organized

So, You’ve Just Started Out
December 20, 2022
You got the job; you finally have some recurring income! It is exciting to start a career and an independent life, but it also...

Understanding Your 401(k)
December 19, 2022
More and more employers offer a 401(k) plan for retirement savings. This can be a great benefit, but you might not really...

Video Lesson: Individual Bonds vs. Bond Funds
October 5, 2022
Learn the difference between individual bond and bond funds with Investment Manger Chris Gula,...

Ways to Start Saving
July 22, 2022
Senior Wealth Advisor Susie McLane shares tips on saving to help you along your financial journey. Listen to the podcast...

Establishing Your Emergency Fund
April 7, 2022
Susie McLane and Christine Crigler discuss emergency funds and how to establish one of your own. Listen to the full conversation...

Video Lesson: Investment Advice for New Parents
August 22, 2019
Becoming new parents is very exciting but it also involves a lot of new responsibilities. Organizing your financial affairs...

Video Lesson: What are ETFs?
August 6, 2019
Exchange traded funds can help diversify your portfolio and augment your investment strategy in a low-cost, tax efficient...

5 Things to Consider Before Buying Your First Home
July 7, 2019
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...

Individual Retirement Accounts: Understanding Your Choices for Tax Advantaged Savings
July 7, 2019
Have you funded your IRA this year? Are you eligible? How often have you heard these questions? In 1974, Congress passed...

How To Get Started With Your Estate Planning
July 7, 2019
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...

Make Insurance A Family Priority
July 7, 2019
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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