Financial Wellness Center

Dec 22, 2020

When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But...

Nov 24, 2020

For adults with student debt and extra money on hand, deciding whether to pay off student loans early or put those funds toward retirement can be...

Sep 03, 2020

When you envision retirement, you probably see yourself living comfortably, doing what makes you happy. Your dreams could be as lofty as traveling...

Aug 26, 2020

What is systematic saving? As its name implies, systematic saving is the process of saving a portion of income on a regular basis. It is important...

Aug 16, 2020

Mortgage refinancing applications surged in the second week of March 2020, jumping by 79% — the largest weekly increase since November 2008. As a...

Jun 04, 2020

Do you have a goal you want to accomplish? Buy a new car? Save for college? If so, you're more likely to be successful if you have a...

Feb 27, 2020

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, Pensionmark As of December 2019, Health Savings Accounts (aka HSA) turned sweet 16! Given the...

Feb 18, 2020

What if you’re saving as much as you can, but still feel that your target retirement savings goal is out of reach? As with many of life’s toughest...

Jan 15, 2020

According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do with...

Oct 25, 2019

There are lots of advantages to an HSA. But you should keep these three potential pitfalls in mind before you decide to open an account: ...

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