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Be Wise With Money

A financial checklist for every life stage

Where are you on life's journey? Just starting your career or family? Established in your job and closing in on retirement, or are you retired and taking it all in? Having – and sticking to – a financial checklist can help you avoid common money risks, no matter where you are in life.

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College prep: How to plan ahead for higher education

Ever dreamed you’re in a class you’ve never attended, about to take a test? That’s how some parents feel about saving for college. Unprepared. Slightly terrified. Whether your child (or grandchild) is still in diapers, starting high school or somewhere in between, you’re probably wondering whether it’s possible to help kids pay for college and still set aside enough for your own retirement.

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What is a trust & why have one?

Most people will agree that it’s good – and necessary – to have plans in place to successfully pass a legacy on once we’re gone. A will is often the first vehicle people consider to meet this need. However, a trust is another vehicle that may be a better option.

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Trust provides peace of mind

When Alexa was 15 years old, her father Joel died unexpectedly, and she found herself the sole beneficiary of his estate. Not only was she dealing with the emotions of losing a parent, but she also was suddenly facing substantial financial decisions.

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