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Market Timing and Your Investment June 5, 2020

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Spending Triggers May 5, 2020

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Pullbacks, Corrections, and Bear Markets May 5, 2020

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April is National Credit Union Youth Month! April 24, 2020

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Financial Self Care April 16, 2020

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How Will COVID-19 Impact Market Outlook? April 8, 2020

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What You Should Know About the Stimulus Checks April 2, 2020

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Small Business Relief March 30, 2020

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A Letter From Jennifer March 30, 2020

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Coronavirus March 16, 2020

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Four Reasons Millennials Need an Estate Strategy

Estate planning may not be at the top of a young person’s “to do” list. Still, it makes sense to be prepared — at any age. I thought you might like to know more. Four Reasons Millennials Need an Estate Strategy You’re young, have little in savings and likely have no one yet relying on you financially. So […]

The Backup Plan

I was asked a question I had never heard the other day.  A member asked me how to invest, knowing the world will end in 2012.  I was stumped for a minute, and then I said that if the world is going to end in 2012 he may as well spend all his money now.  […]

Do your kids really want your house?

Do your kids want to inherit your house? You would be surprised to know that people often assume they need to do everything they can to ensure that they pass their house down to their children after their death. Often, however, they have not asked the kids whether it is important to them. Maybe they […]