4 Investment Concepts You Need to Know
Client Relationship Manager Justin Wagner, AIF®, illustrates four important investment concepts for growing your wealth.
Becoming Financially Literate
In this episode of Planning Priorities, Associate Michael Griffin, CFP®, shares some tips for those just starting out on how to become financially literate and stay on track for your financial future.
5 Tips to Follow When Applying for a Mortgage
The housing market during the coronavirus pandemic has certainly been notable. Historically low interest rates resulted in record homebuying, even as housing prices escalated.1 Fortunately, the mortgage industry has been able to keep up with the pace of the real estate market by utilizing already existing technology. Homebuyers can search for lenders, compare interest rates,…
Should I contribute to the traditional 401(k) or the Roth 401(k)?
In this episode of Planning Priorities, Scott Brown, CFS®, Senior Consultant, Retirement Services, explains the different tax treatment of the options in your 401(k) plan and how to determine which option may work best for you.
Watch Out for These Financial Pitfalls in the New Year
As you move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.
How Do I Develop a Spending Plan?
Your spending plan is essentially your budget. By using a more positive name, you can escape the feeling of restriction that often accompanies the term “budget.”
Planning Priorities: Financial Missteps Parents Often Make
In this episode of Planning Priorities, Associate Peter Lynch warns about the financial missteps of parenthood and how you can avoid them with a little planning. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this…
Planning Priorities: Pay Down Debt or Save for Retirement?
In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager Retirement Services, explores the math behind the decision to either pay down debt or save for retirement.
Is It Time to Declare Your Financial Independence?
Want to get out of credit card debt? Stand on your own financially? Retire early? We outline steps to declare your financial independence in this Question of the Week.
I Just Graduated from College…How do I Manage My Personal Finances?
Though you may not have given much thought to your financial future when you were in college, you have new financial challenges and goals to consider. We guide you through some in this Question of the Week.