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    1. 5 Questions To Ask a Bank Before Depositing Your Money
      Asking the right questions upfront helps prevent frustration later and sets up a stronger financial foundation.
    2. This Seemingly Responsible Financial Move Could Be Hurting Your Retirement Savings
      Paying off high-interest debt before you save for retirement is often a smart move. This isn't the case for low-interest debt.
    3. 3 habits to start now to build wealth for a lifetime, according to a financial planner
      Summary List Placement  As a financial planner, an important part of my job is helping clients make choices now to build wealth for the future. I always recommend clients start by reviewing their financial situation regularly and knowing how (and why) they're spending their money. I also think it's important to underst
    4. Time to Spring-Clean Your Finances: A Financial Professional's Four Steps to Tidy Them Up
      As we approach the midway point of the year, now’s a great time to reflect on your finances and ensure you’re making the most of your workplace benefits.
    5. How To Invest: Tips For Kids And Why You're Never Too Young To Get Rich
      The path to wealth is closer than many young people suspect. And the good news is that the younger you are, the greater the opportunity is. Especially when it comes to learning how to invest in stocks. If you have $15.26 in your pocket, it takes 16 doublings of your money to reach $1 million. Now skeptics might read th
    6. A hybrid work dilemma: When does working after hours become a problem?
      Employees who saw their routines thrown into disarray by COVID-19 may be spending more time at their work stations than they would have before the
    7. Building A Business That Becomes An Asset And Not Just A Job
      Income funds your lifestyle. Assets build your net worth.
    8. Empowering a Purpose-Driven Workforce Through Volunteerism: A Skills-Based Perspective
      As employees increasingly demand responsible corporate behavior, volunteer opportunities are an effective way to build community and promote an engaged workforce
    9. How to Buy a Home in a Hot Market With Below-Average Credit
      A hot market is a seller's market. In many parts of the country, housing inventory is low and prices are rising.
    10. Real-Life Finance® Podcast #22 | Trump Accounts Explained: What You Need to Know
      Listen wherever you get your podcasts.   What if families could start investing in a child’s future before that child ever earns a paycheck? In