Financial Wellness Center

During these uncertain times, 529 plans may make more sense than ever What is a 529 Plan? A 529 plan is a tax-advantaged savings plan designed to...

In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you’re protected...

As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here are common...

When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But...

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...

When you envision retirement, you probably see yourself living comfortably, doing what makes you happy. Your dreams could be as lofty as traveling...

What is systematic saving? As its name implies, systematic saving is the process of saving a portion of income on a regular basis. It is important...

Mortgage refinancing applications surged in the second week of March 2020, jumping by 79% — the largest weekly increase since November 2008. As a...

Do you have a goal you want to accomplish? Buy a new car? Save for college? If so, you're more likely to be successful if you have a...

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors As of December 2019, Health Savings Accounts (aka HSA) turned sweet...