Financial Wellness Center

Dec 06, 2020

During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to...

Nov 28, 2020

It’s never too early to start saving for your retirement. Find out why you need to start saving for your retirement and how to do it. If...

Nov 24, 2020

For adults with student debt and extra money on hand, deciding whether to pay off student loans early or put those funds toward retirement can be...

Nov 20, 2020

Many people intend to retire in the place they call home, where they have established families and friendships. But for others, the end of a career...

Nov 03, 2020

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer income to next year Consider opportunities to...

Oct 27, 2020

View as PDF On October 26, 2020, the IRS announced cost of living adjustments changing dollar limitations for pension plans and other...

Oct 22, 2020

While there's no map for moving through life, a holistic financial plan delivered by a trusted financial professional can help you...

Oct 07, 2020

The SMARTMap Portal employs the most advanced security features and protocol to ensure the protection of your individual accounts. It is a...

Oct 02, 2020

Learning how to budget? Watch this video for some quick guidance on how to start!

Aug 31, 2020

Stock market volatility clearly reinforces at least one important investing principle: Short-term goals typically require a conservative investment...

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