Financial Wellness Center

American personal debt is near an all time high. Last year more Americans filed for bankruptcy than graduated college. 42% of America lives...

The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas...

There may be a role in your portfolio for managers who use research, analysis and experience in making investment decisions. For many investors,...

Imagine having to remember and describe every item in your home, especially after you’ve been the victim of a fire, theft, or natural disaster....

Floods, tornadoes, torrential rain, lightning, and hail are common events in many parts of the country during the spring and may result in widespread...

You’re searching for a new car and interested in fuel-efficient vehicles. On the surface, they sound like a good idea: You may save money by making...

Life insurance can be an important financial tool for you and your family. For example, life insurance can help replace earnings that would cease...

In general, when you sell your home, any amount you receive over your cost basis (what you paid for the home, plus capital improvements, plus the...

Floods, tornadoes, torrential rain, lightning, and hail are common events in many parts of the country during the spring and may result in widespread...

Learn how our planning process can help you achieve your important financial goals.