If you’re considering working with a financial professional who can help you evaluate your personal finances and recommend strategies to set and achieve long-term financial goals, there are some things to understand first. This fact sheet covers four impo...

While plenty of people already have a preferred charity they donate to, sometimes a special cause, natural disaster, widespread disease, social movement, or timely situation creates an additional desire to donate. Unfortunately, scam artists are always at...

A credit report is similar to a report card--it shows your past credit performance so that lenders/companies can predict how well your behavior will be in the future. It is not the same as a credit score, which is comparable to a grade point average (GPA)...

How do you find that feeling of financial control that leads to financial freedom? Working on your financial health.

Individuals go into marriage with values, attitudes, and behaviors that are unique to them based upon their life experiences. These life experiences can come from differing ethnic cultures, religious cultures, socioeconomic backgrounds, and choices that h...

Having a stash of emergency cash in your home is an important part of emergency preparedness. Scenarios such as a natural disaster, a national catastrophe, or a real-life family emergency will make you appreciate those dollars you have safely tucked away....

How do we measure financial health? Completing a Financial Wellness Wheel can give you a baseline for your current financial health and give you steps to take to improve or maintain. This fact sheet will explain each category on the Financial Wellness Whe...

Buying a home is a financial transaction which has pretty big personal implications. Most home buyers find the process overwhelming, though it doesn’t need to be.