Search Results for: account review

BNPL – Buy Now/Pay Later Risks & Alternatives

Buy now, pay later (BNPL) programs can be enticing for people who are short on cash and ready to make a purchase. These programs are low- or no-interest installment payment plans that some retailers – often online merchants – may offer at the time of purchase. They are increasingly popular in the travel and leisure… (read more)

Financial Planning for the Family: Expanding the Nest

Bringing a new family member into your home—whether it’s a baby, an adopted child, or even a parent moving in—is one of life’s most rewarding journeys. But, let’s face it, growing your family also brings a hefty dose of financial reality. From diapers to college savings, and everything in between, financial planning for the family… (read more)

Five Tips On How To Cut The Stress Out Of Your Holiday Season Shopping

While the holiday season can be a magical time of year, it usually comes with a plethora of additional expenses during the last two months of the year. Whether it’s gifts, food, decorations, the perfect outfit for that holiday party, or airfare to visit family – there’s no denying the holidays can put a dent… (read more)

How to Brace for Increasing Housing Prices: A Guide for Homeowners and Renters

Have you noticed your insurance bills skyrocketing lately? If so, you’re in good company. According to Policygenius, the average home insurance premium rose by 21% between May 2022 and May 2023. Combine this with increasing housing prices, property taxes, and high interest rate debt, and it’s no wonder why so many Americans are struggling in… (read more)

In a Cash Crunch Due to the Coronavirus? Use These Tips! (#3 May Surprise You)

As COVID-19 continues to spread in the U.S., many are starting to feel in a cash crunch. Businesses, schools, and other institutions are canceling events, closing offices, or allowing employees to work remotely to protect the health and safety of others. It’s crucial now more than ever to stay as financially healthy as possible due… (read more)

Why it’s Critical to get a Home Mortgage Pre-approval

  Homes are selling fast in today’s market thanks to the rising demand. So, it’s crucial to have a competitive edge compared to other buyers. One way to stand out: get preapproved. If you are on the hunt for your dream home, here are four reasons it’s vital to get a home mortgage pre-approval before… (read more)

What is a Certified Financial Planner?

Managing your personal finances can be stressful. Are you saving enough for retirement? Will you have enough set aside to help your kids with college expenses? Are you dealing with any debt? Are you confident about your current savings and investment decisions? There are subtleties, legalities, best practices, and changing rules that influence all of… (read more)

7 Great Tips to Model Healthy Cash Management for Kids

This post is from our partners at GreenPath Financial wellness. If you need help managing your finances, GreenPath’s certified experts can advise you on budgeting, debt repayment options, and more.  As adults, how we handle finances sends a powerful message to children. That’s why it’s essential to model the healthy cash management behaviors that we want… (read more)

Auto Loan

AUTO LOANS We Make it Easy to Get an Auto Loan The car-buying process comes with many choices, packages, and upgrades – but your main question is likely: How much can I afford? Auto dealers may ask you what your preferred monthly payment is, but auto financing is about more than just monthly costs. At… (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)