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Your Financial Literacy: Building a Strong Foundation Against Financial Misinformation

My Money January 4, 2024

In our digital age, online platforms and social media sites offer an abundance of financial advice. However, the ease of internet access also paves the way for the spread of financial misinformation. From untrained family members to self-proclaimed online finance gurus and AI-powered resources, inaccurate financial counsel can have detrimental effects, potentially leading to monetary...
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Using annuities in trusts

My Money December 9, 2022

A reference Trusts are an integral part of estate planning and funding a trust so that it meets the needs of a client’s estate and wealth transfer goals involves a proper and sound strategy. Nearly any type of asset can be used to fund a trust, including stocks, bonds, cash, mutual funds, real estate property,...
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What Is a Revocable Living Trust?

Estate Planning February 12, 2021

A revocable living trust, or simply a living trust, is legal entity created to hold ownership of assets generally used to determine how their assets will be handled after they die. The person who creates this living trust is called the grantor or the trustmaker and typically also serves as the trustee, meaning they handle...
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What Is a Trust in Business?

Business July 13, 2020

When most people think of a trust, they think of it as something rich people set up for their children. But a trust can have much wider uses than that, serving a range of people. A trust is a legal entity where money, property, or assets belonging to one party (the settlor) is overseen by...
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What to Do After You Get Married

Family & Life August 20, 2024

If you’re a just-married bride or groom, you may assume the planning is over. But there are lots of logistics to help you make a smooth transition to married life. Check out our post-wedding checklist. 1. Obtain your marriage certificate A marriage certificate, or an official document that tells of the legal status of your...
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Protect Yourself from These 12 Common Job Scams

Family & Life May 28, 2024

Learn how to protect yourself from different types of job scams. Find out how to know whether a job alert is a scam and how to report job scams.
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- job search
- new job
Online Shopping vs. In-Store Shopping: Pros and Cons

My Money May 23, 2024

Shopping has evolved dramatically over the past several decades, providing consumers with more choice and convenience whether they shop in brick-and-mortar stores or browse online for their purchases. Even holiday shopping has adapted to the changing landscape, with Black Friday and Cyber Monday appealing to online and in-store shoppers. It’s easy to assume there is a...
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Deck vs. Patio: Which Is Right for You?

Maintenance April 19, 2024

Want an outdoor space to entertain friends and family when the nicer weather comes? Before starting construction, you may want to consider whether a deck or patio is best for your home. Here are some of the factors you’ll want to carefully weigh before making your decision. What is the difference between a deck and...
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12 Common Car Noises and What They Mean

Maintenance April 4, 2024

One minute you’re driving your car and everything seems fine, and the next moment you hear a strange noise coming from your car as you accelerate. There are some normal noises that you could hear, from tires humming and windshields wiping to mirrors whistling in the wind. Take a listen for those so you can...
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- car noises
- car sounds
Contractor Fraud: Scams, Warning Signs and Prevention Tips

Home November 21, 2023

Home improvement can be expensive, and contractor fraud can make it even more costly. Learn the warning signs and how to prevent contractor fraud.
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First-Time Car Buyer’s Guide: Tips and Tools

Buying / Selling December 22, 2022

Want to buy your first car but don’t know where to start? Follow these tips to set yourself up for success.
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What to Look for When Buying a Used Car

Buying / Selling December 16, 2022

In the market for a used car? Here’s what you need to know while you’re looking.
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The Most Fuel-Efficient Cars: How to Find the Right One

Buying / Selling December 12, 2022

Get better gas mileage with the cars that rank the highest for fuel efficiency.
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Fundamentals of Estate Planning

Estate Planning October 7, 2022

Key Takeaways: Estate planning can be difficult to talk about—a 2021 Gallup poll showed that 64% of American adults working with a financial advisor have never discussed their estate plans with that advisor. A distribution of assets plan can help ease your anxiety and broach the difficult subject of legacy planning with a trusted financial...
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- legacy and estate planning
- retirement income
What’s the difference between a sunroof and moonroof?

Vehicle September 27, 2022

If you’ve ever wanted a little extra fresh air or sunlight while driving, a sunroof or moonroof can provide both without letting all the weather in. Whether you’re trying to decide if you want to purchase a new vehicle with a sunroof or moonroof or you’d like to have one added to your current car,...
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