Loading...
Personal Finance 1012018-10-15T18:45:24+00:00

Personal Finance 101 Articles

Important Tips for Choosing Company Benefits

Oct 23, 2019

It is that time of year when you get to reassess what to select for your company benefits. Here are some things to consider as you make your elections: HSA (Health Savings Account) If you participate in a high deductible health plan, you have the ability to contribute to an…

READ MORE

Scams are on the Rise

Jul 15, 2019

It seems like the scams that are taking place are getting more complex. One such example is the one-ring call that you get from a number you don’t know. The scammer is hoping you’ll call back, because it’s really an international toll number and will appear as a charge on…

READ MORE

Saving Money with GoodRx

Jul 15, 2019

Who doesn’t want to save money? No one! Many of us take medications on a regular basis and trust that our health insurance is providing the best cost for these drugs, especially considering the high premiums we pay, but that is not the case. I recently learned of a way…

READ MORE

Rebalancing: A Portfolio Risk Management Strategy

May 23, 2018

If you work with a financial advisor or have a work retirement plan such as a 401(k) or 403(b), you have probably heard of rebalancing. Rebalancing is the act of selling what performed well and buying the underperforming asset classes to get back to your original target allocation. This assumes…

READ MORE

Monitoring Credit & Protecting Yourself from Fraud

Oct 9, 2017

High-stakes security breaches have made it more crucial than ever to watch your credit closely. It is a good idea to monitor your credit report at least annually. You can register for three free credit reports a year. The credit agencies have made it easier for us by creating one…

READ MORE

Personal Finance 101 Videos

How Do I Budget?

Oct 14, 2018

Budgeting is the key to your child’s financial stability. This video will help guide and motivate your child to get started on developing a budget today.

For College Graduates

Oct 14, 2018

College graduation is a time of new beginnings and new financial responsibilities. Get off on the right foot financially with these money management tips.

Investments: Asset Allocation

Oct 14, 2018

Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.

Buy or Lease a Car

Oct 14, 2014

Your children may need some guidance when it comes to deciding whether or not to buy or lease a car. This video helps explain the benefits and drawbacks of each option.

Credit vs. Debit Cards

Oct 14, 2014

Do your children know the difference between Credit and Debit Cards? Educate them on the basics and how to use them wisely with this video.