Financial Wellness Center
Systematic Saving to Establish or Increase Cash Reserve
Aug 26, 2020 1:09:43 AMWhat is systematic saving? As its name implies, systematic saving is the process of saving a portion of income on a regu...
Four Things to Consider Before Refinancing Your Home
Aug 16, 2020 5:19:32 AMMortgage refinancing applications surged in the second week of March 2020, jumping by 79% — the largest weekly increase ...
[VIDEO] Achieving your Dreams With a Financial Plan
Jun 4, 2020 11:49:00 AMDo you have a goal you want to accomplish? Buy a new car? Save for college? If so, you're more likely to be successful i...
The Mysterious Health Savings Accounts (HSA) – so what is so special about these accounts anyway?
Feb 27, 2020 7:04:54 AMBy: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, Pensionmark As of December 2019, Health Savings Accounts (aka HSA...
How to Set a Target Retirement Savings Goal?
Feb 18, 2020 3:08:58 AMWhat if you’re saving as much as you can, but still feel that your target retirement savings goal is out of reach? As wi...
Hindsight Is 2020: What Will You Do Differently This Year?
Jan 15, 2020 3:32:27 AMAccording to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group sa...
Three HSA Mistakes to Avoid
Oct 25, 2019 9:24:52 AMThere are lots of advantages to an HSA. But you should keep these three potential pitfalls in mind before you decide to ...
The Lowdown on Health Savings Accounts
Oct 10, 2019 7:24:37 AMWith longer life spans come extended healthcare needs — and significantly more dollars required to pay for them It’s mor...
How can I teach my high school student the importance of financial literacy?
Sep 25, 2019 4:51:20 AMEven though your child is just in high school, he or she may still have to deal with certain financial challenges. Wheth...
What You Need to Know About Side Hustles
Sep 10, 2019 4:30:41 AMDo you want to earn some extra money doing what you enjoy on your own time? Consider pursuing a side hustle, which can b...