
Category Archives: Financial Planning


Pay Yourself First
This reverse budgeting system focuses on savings instead of nitpicking expenses.
ABC’s of Financial Planning: RMDs
Everything you need to know about Required Minimum Distributions.
New Year, New Tax Numbers
How the SECURE act will impact retirement and tax planning for 2023.
Which Type of Bank is Right for You?
How to choose between national banks, online banks, and local banks and credit unions.
10 Things to Make Smart Financial Decisions
Start making moves that will take you closer to a goal or place of financial security.
Deadline Approaching for the Public Service Loan Forgiveness Program
Professionals working in public service may be eligible to debt forgiveness through the PSLF program.
Is It a Sin to Spend Money?
Reasons to shed the guilt and enjoy your wealth.
The Tale of a Dogwood Tree
A story of trust, patience and resilience from our Vice President, Kristina Bolhouse.