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Understanding what financial planning is – and isn’t

Finances are complicated. Gone are the days of one checking account, one savings account, and a pension for the future. People today are bombarded with advice, decisions, and complex financial products that can make planning for the future with confidence seem daunting.

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Managing Debt: A Thoughtful, Comprehensive Approach

Debt sometimes is treated like a bad word. When managed correctly, the right kind of debt can be a useful financial tool. Paying off debt in a timely manner and not letting it get out of hand is certainly important. But debt is still just one part of your bigger financial picture.

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Saving for Education: Start Early, Save Strategically

School can cause anxiety – and not just for the students! As costs for education rise, parents today should start thinking about saving for college earlier than ever before. Planning and saving early can be a significant contributor to success.

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Here’s how to stop unsolicited mortgage offers

Is your inbox and mailbox filling up with offers from mortgage companies? These unsolicited offers are not just annoying, they can be downright deceitful, sometimes using your existing mortgage lender’s name or loan amount to appear as though they are connected to your current financial provider.

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