New Year…New (Financial) Me

Each New Year’s the clock strikes midnight and we all vow to stick to our New Year’s resolution. How many of us actually do? The truth is, only 9% of people achieve their New Year’s resolution.* Resolutions are easiest to stick to when they are realistic. Resolutions are also easier when they can benefit and…

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Who does your heart beat for?

If you were asked “who does your heart beat for” what would your answer be? Your child? Your spouse? Your parents? Love is so more than a simple emotion. It’s all the little things you do each and every day for your loved ones: The care you take making your child’s lunch in the morning…

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Millennials migrate to credit unions . . . and away from banks!

The housing bubble burst, Lehman Brothers collapsed and the 2007/2008 financial crisis had Americans looking for alternative financial service solutions. Where would they turn? In the years following the 21st century’s largest financial crisis thus far, Americans sought out businesses they could trust, build relationships with and attain a feeling of security. Americans sought out…

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Develop Personal Insurance by Investing in Yourself: Millennials share their stories.

When you hear the word “insurance” what comes to mind? Protection? Uncertainty? Managing Risk? A payment? These adjectives define insurance in its most basic form but when you think of insurance as something you buy and pay for you are limited. Yes, property, health, auto, life, accident, critical illness, disability, and liability insurance all fall…

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Are You Prepared to Retire Cold Turkey? Semi-Retirement and Part-Time Employment

If you are approaching the Golden Age of Retirement, chances are you have dedicated a significant number of years to the workforce. The transition of working full-time to the life of a retiree can be an abrupt and difficult change. Will you have enough to occupy your time? Is your Retirement savings adequate for maintaining…

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