Category Archives: Guest Blog

Teaching Financial Literacy During National Credit Union Youth Month, Part 2

In honor of National Credit Union Youth Month, we’re back with part two in our series about youth financial literacy. This week, certified financial planner™, Nicole Coyle, shares tips to get your teens participating in their financial future. Want tips for younger kids? Check out last week’s post here.   Financial Literacy for Tweens and Young… (read more)

The Best Way to Prepare if Financial Disaster Hits

No one likes to think about catastrophes and emergencies. Still, preparing for financial disaster is important. If you don’t, it could cause irreparable harm to your current and future finances. Guest blogger Nichole Coyle, CERTIFIED FINANCIAL PLANNERTM, shows you how to prepare if an unexpected financial disaster occurs. 1. Create an Emergency Fund If you… (read more)

Year End Financial Planning

As we look to a new year, it’s a great time to engage in year-end financial planning. Whether you are starting from scratch or just need to review your existing goals, guest blogger Nichole Coyle, Certified Financial PlannerTM, walks you through what to consider as the year ends. Financial planning isn’t a one-time thing. Instead,… (read more)

Planning for Healthcare in Retirement

Healthcare in retirement; it’s not something that first comes to mind when thinking about our post-working days. But it’s an important piece of your retirement budget. Today, guest blogger Nichole Coyle, CFP, tells us what to plan for when considering healthcare in retirement. In general, people are living longer and health care inflation continues to… (read more)

How to Stay Financially Confident in Retirement

In todays’ age, retirees are living longer and experiencing retirement in new ways. In general, people no longer work for the same employer for 50 years, retire on a predictable pension, and settle into a quiet lifestyle. Instead, today’s retirees are more active—with baby boomers controlling 70% of the country’s disposable income. They’re traveling the world,… (read more)

Should you Pay Down Debt Or Save For Retirement? What to Know

There are many aspects of financial planning to consider when deciding whether to pay down debt or save for retirement. We all know that both are important, but how do you know which one you should be focusing on? Guest blogger Nichole Coyle, Certified Financial Planner™, discusses what factors you consider. Emergency Funds Come First… (read more)

Seven Things to Consider During a Market Decline

You’re feeling like a grown up – with a savings account, a checking account and you’ve even started investing. But all of a sudden the market seems to be going south, and you’re getting nervous about whether you’ve made the right financial planning decisions. Today, guest blogger Nichole Coyle, Certified Financial Planner™, talks about what… (read more)

Seven Money Tips You Need to Know Before You Start College

As you prepare to head off to college this fall, guest blogger, Nichole Coyle, Certified Financial Planner™, has seven money saving tips to help you adjust to this new phase in your life. Get a Part Time Job There are plenty of part-time work opportunities right now, whether at the local retail store, serving or… (read more)

Get Your Financial Goals On Track For 2021

Guest blogger Nichole Coyle, Certified Financial Planner™, talks about sticking to a budget, setting financial goals for the new year, and when to meet with a financial advisor. The start of the new year can bring the promise of a fresh start. Many of you will make resolutions to eat healthier, work out more, or… (read more)

Three Ways to Gift Funds to Family Members or Loved Ones

Today, guest Blogger, Nichole Coyle, Certified Financial Planner™, talks about three options for gifting funds to the people you love. Gifting to Family There are many ways to give gifts to those that you love. Gifts and donations come in many forms, both big and small. When we think of giving gifts, we often think… (read more)