Financial Wellness Center
Sharing Your Money Values Can Be Part of Your Legacy
Dec 22, 2020 2:21:12 AMWhen it’s time to prepare the next generation for a financial legacy, you might want to bring your family members togeth...
Should You Pay Off Student Loans Early or Save More for Retirement?
Nov 24, 2020 4:56:14 AMFor adults with student debt and extra money on hand, deciding whether to pay off student loans early or put those funds...
Why Save for Retirement?
Sep 3, 2020 9:46:49 AMWhen you envision retirement, you probably see yourself living comfortably, doing what makes you happy. Your dreams coul...
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 ...