Where is Your Money Taking You?


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Posts — Category: Financial Wellness 101

Savings vs money market accounts
Financial Wellness 101Savings Strategies

Savings vs. Money Market Accounts

Some financial decisions are harder than others. Should you apply for a 15-year or 30-year fixed-rate mortgage loan? Should you purchase a new car or a used one? Will going

Start a Budget
Financial Wellness 101Savings Strategies

Starting a Budget

You know you need a budget. Your household is spending money faster than it is coming in, making bill-paying a monthly adventure. Will you have enough dollars to pay the

The Benefits of Online Banking
Financial Wellness 101Retirement Planning

The Benefits of Online Banking

Unless your idea of banking is stuffing the proceeds of your paycheck under your mattress or rolling up dollar bills and placing them inside of a coffee can that you

Good Debt & Bad Debt
Financial Wellness 101Investment Strategies

Good Debt, Bad Debt

When people hear the word “debt,” they often think of it as a bad thing or associate negative connotations with it. The truth is, some debt can be good. So,

Boosting Your FICO Score
Financial Wellness 101Investment Strategies

Boosting Your FICO Score

According to Forbes, considerably more people are embarrassed to admit their credit scores than their weight (30 percent compared to 12 percent). With about a third of Americans qualifying as

Financial To Do List when you move
Financial Wellness 101Lifestyle & Wellness

A Financial “To-Do List” When You Move

Moving is one of life’s most stressful events. What with organizing your belongings and packing them up, as well as sorting out the general moving logistics, it is no wonder

How Much Do You Need to Retire?
Financial Wellness 101Retirement Planning

How Much Do You Need to Retire?

Most people know that you need to save money for retirement. However, how many people know how much money they need to save? Do you? According to the 2020 Retirement

Retirement Planning Mistakes to Avoid
Financial Wellness 101Retirement Planning

Retirement Planning Mistakes to Avoid

A strong economy, coupled with a rising stock market provided for steady increases in the average 401(k) account between 2010 and 2020. Those balances stayed relatively steady in 2020 according