Financial Education

Helpful, easy-to-understand articles to guide your financial wellness journey at every stage.

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5 Fall Financial Aid Wins

Fall is a great time to get a head start on college financial aid. Here are five steps we recommend taking over the next few weeks to help set you up for success in the coming years!

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College & Trade School Preparation

How to Leverage Your HSA for Retirement Impact

Health Savings Accounts (HSAs) are rapidly becoming a part of many U.S. consumer retirements plans. Not only do they enjoy triple tax benefits* and allow funds to roll over year-to-year, there is no 20% penalty if funds are used for non-medical related purposes after age 65 (though taxes still apply).

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Retirement

Why Are Health Savings Accounts a Part of Many Retirement Plans?

Imagine you and your spouse are 65-years-old and retiring this year. I hope you have about a quarter-million dollars saved just to cover the healthcare costs you’ll have through retirement. This is according to a retirement cost outlook from Fidelity - and it’s up more than 6% from the 2016 estimate.

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Retirement

The Equifax Data Breach: Steps You Should Take Now to Prevent Fraud Later

Credit reporting agency, Equifax announced a cybersecurity incident potentially involving the personal information of about 143 million U.S. consumers. They state that “unauthorized access occurred from mid-May through July 2017.” They further stated that the info at risk includes, “Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers.” Also, approximately 209,000 U.S. consumers’ credit card numbers and dispute info of about 182,000 U.S. consumers were accessed.

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Fraud Protection & Security

10 Budget-Friendly Family Activities to Soak Up the Last of Summer

Students and teachers all across the region are heading back to school this month, but that doesn't mean summer is over entirely! There are still a few weeks left in this sweet season, and time to squeeze in more summertime memories before we enter the cooler months. Need some ideas that won't disrupt the back-to-school routine or cost a fortune? Consider some of these!

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Personal Finance