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Your guide for better financial decisions.
Ten Money Management Tips Every College Freshman Should Know
As college freshmen head to campus in August to begin their first semester, money management should be on their personal syllabus. It’s important for college students to take control of their...
John Hicks | Posted on Jul 01, 2016
The Road to Financial Responsibility
It’s never too early to begin teaching children about money – how to save and invest wisely, spend frugally, and give generously. The road to financial responsibility begins in pre-school and...
Lauren J. Muzzy | Posted on Jan 23, 2016
The Executor’s Role in the Estate Settlement Process
If asked to serve as the executor of the Last Will and Testament of a family member or friend, would you know what to do? The executor is generally appointed to oversee the administration of the...
Karen B. Arthur | Posted on Feb 01, 2016
Things to consider when making a charitable donation
The holidays are as much a time to get together and be thankful for our friends and family as they are to give back to those less fortunate than ourselves. As you think how you want to give back,...
Posted on Dec 01, 2016
Understanding the Complexities of an IRA
Did you know it has become increasingly common for individuals who retire or change employers to take their retirement funds with them? Transferring 401(k) or other funds from an employer’s...
Debra T. Little, ChFC | Posted on Aug 01, 2016
Teach Children to Save by Establishing an Allowance
Deciding when and how your children should begin receiving an allowance or completing household chores for extra money takes careful thought and planning. If you don't believe in "allowances", don...
Lauren J. Muzzy | Posted on Apr 01, 2016