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15 Cool Ways to Save Money this Summer

July 3, 2023 Personal finances

Summer is here! You know, that brief and refreshing time to enjoy warm weather, longer days, and some much-deserved time off from work. It doesn't, however, have to be a time to spend more money. Yup, there are actually some pretty cool and creative ways to make your money go further this summer. Let's take a look: Crank open those …

Starting Gate

April 20, 2023 Wealth management

We see an active 2023 investment climate filled with big questions. We’re here to help you find the answers while keeping you on track.  by Kathy C. Thompson Maybe it’s because our headquarters city has its own special relationship with spring —there’s just something about that first Saturday in May—we see a little more this season …

6 Tips for Building a Healthy Financial Relationship

September 7, 2022 Personal finances

In relationships, communication is key. That's especially true when it comes to one of the biggest challenges for couples – managing money. For many, money is a taboo subject, which is probably why it's among the leading causes of divorce. Couples that successfully manage money together take some important steps, which may …

Start Building Wealth In Your 20s

September 6, 2022 Personal finances

There are so many things to love about being in your 20s. You have ample time to explore new and exciting career opportunities and to build independence. You also have valuable time to do something that will be very important when you get older — build your wealth. Here are some important steps you may take today to start accumulating wealth for …