Financial Wellness Center

Aug 16, 2020

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

Jun 04, 2020

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...

Feb 27, 2020

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

Feb 18, 2020

What if you’re saving as much as you can, but still feel that your target retirement savings goal is out of reach? As with many of life’s toughest...

Jan 15, 2020

According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do with...

Oct 25, 2019

There are lots of advantages to an HSA. But you should keep these three potential pitfalls in mind before you decide to open an account: ...

Oct 10, 2019

With longer life spans come extended healthcare needs — and significantly more dollars required to pay for them It’s more likely today that you’ll...

Sep 25, 2019

Even though your child is just in high school, he or she may still have to deal with certain financial challenges. Whether this involves saving for...

Sep 10, 2019

Do you want to earn some extra money doing what you enjoy on your own time? Consider pursuing a side hustle, which can be defined as any type of work...

Jul 02, 2019

No matter how much money you have or which life stage you’re in, becoming financially independent starts with a dream. Your dream might be to...

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