Insights
I've got valuable information and resources to share. Explore away! And check back often.
As January comes to an end, take some time for reflection. What are some achievements—big or small—that have happened during this first month of the year?
As January comes to an end, take some time for reflection. What are some achievements—big or small—that have happened during this first month of the year?
Developing a healthy relationship with money is a lifelong process. Here are some opportunities you can use to teach your kids how to use money as a tool to support their well-being: bit.ly/3VrYExR
Developing a healthy relationship with money is a lifelong process. Here are some opportunities you can use to teach your kids how to use money as a tool to support their well-being: bit.ly/3VrYExR
Did you use any funds from your emergency savings last year? Don’t forget to replenish it—you can help prevent financial strain in case you need to tap into it again this year due to unplanned expenses.
Did you use any funds from your emergency savings last year? Don’t forget to replenish it—you can help prevent financial strain in case you need to tap into it again this year due to unplanned expenses.
January is Financial Wellness Month. Have you set any financial wellness goals for yourself this year?
January is Financial Wellness Month. Have you set any financial wellness goals for yourself this year?
Happy New Year! Wishing you a happy, healthy and fulfilling year ahead.
Happy New Year! Wishing you a happy, healthy and fulfilling year ahead.
Looking ahead into the upcoming year, do you have any large expenses that you need to factor into your budget? Make sure to readjust your budget as necessary.
Looking ahead into the upcoming year, do you have any large expenses that you need to factor into your budget? Make sure to readjust your budget as necessary.
Do you and your loved ones have the protection you need? Reassess your current policies to ensure you have the appropriate amount of coverage.
Do you and your loved ones have the protection you need? Reassess your current policies to ensure you have the appropriate amount of coverage.
Take time to review the financial goals that you set for yourself this year. What goals did you achieve? Are there any that need to be reprioritized for next year?
Take time to review the financial goals that you set for yourself this year. What goals did you achieve? Are there any that need to be reprioritized for next year?
Keep a close eye on your holiday spending budget. It can be tempting to overindulge during this season, but do a favor for your future self and avoid spending more than you are comfortable with.
Keep a close eye on your holiday spending budget. It can be tempting to overindulge during this season, but do a favor for your future self and avoid spending more than you are comfortable with.