Financial Wellness


Specific money subjects, such as retirement, how to pay for college, and investing basics.

Financial Fitness: How to Get Your Finances in Shape

Learn the 8 Steps to Financial Fitness A new report from the Centers for Disease Control and Prevention finds that life expectancy in the United States is at an all-time high. While we’re living longer and healthier lives, creating and maintaining financial fitness, however, is still a challenge for many Americans. Financial fitness is a [...]

Holiday Budgeting: Stay on Track, so You Don’t Break the Bank

Helpful Hints for Holiday Budgeting You know the song, “It’s the most wonderful time of the year!”  Unfortunately for many Americans, the holidays aren’t all mistletoe, family gatherings, and yuletide cheer!  Amidst the candles, services, traveling and eating is the strain of budgets, finances, and past due credit card bills.  Even for those who are [...]

Reeling In the Years

What Did the 5 Financially Successful Americans do Differently? The following infographic "Reeling in the Years" is intriguing.  It provides an honest assessment of just how financially successful Americans are.  The statistics listed below, attributed to Earl Nightingale, track 100 Americans between the ages of 25 and 65.  At the age of retirement of these [...]

Saving for Retirement

It’s Your Choice, but the Sooner You Begin Saving for Retirement the Better A number of years ago, over lunch, one of my coworkers mentioned offhandedly that she probably should start a 401(k) plan. To say I was surprised would be an understatement. There my friend sat, a bright, 30-something woman, who successfully balanced a [...]