Latest News

Financial Toolkit – Lesson 4: Create Categories September 12, 2022

Read More

Financial Toolkit – Lesson 3: Time to Snowball September 12, 2022

Read More

Financial Tool Kit – Lesson 2: Track Your Categories September 12, 2022

Read More

Financial Tool Kit – Lesson 1: Build a Better Budget September 12, 2022

Read More

What Should You Do With Your 401(k) When You Change Jobs? May 4, 2022

Read More

Reduce Your Credit Card Debt April 5, 2022

Read More

4 Ways To Manage Your Money More Effectively March 2, 2022

Read More

Be Aware of Online Dating Scams February 11, 2022

Read More

Transitory Inflation? Not Anymore. February 2, 2022

Read More

Be More Diligent Than Ever January 13, 2022

Read More

Talking Finances with your Adult Children

3 young men

Talking Finances with your Adult Children Many of my clients have asked for helpful tips they can share with their adult children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. I know these conversations can be difficult to initiate, both for parents and children, and want to provide you […]

Six things to help you remain on track toward your financial goals

Have you determined what you want your money to achieve for you and your family over the course of your lifetime? That begins with determining what financial well-being means to you, establishing specific goals and maintaining a clear picture of where you are at any given time along the path toward your goals. Below are […]

Tackling Tuition

couple with investment advisor

  As an involved parent, you are committed to providing your children with the finest education possible. The best way to help ensure that you will be able to afford the ever-increasing cost of college tuition is to start investing toward college savings today. I can help you understand your investment options and how starting […]

Saving? Ain’t Nobody Got Time For That

In last week’s blog, I told you about my money-savvy friend who tells me how to make millions, and how I have a bit of a hard time getting started. Well, the first hurdle was hurdled last week – it’s not too good to be true as we saw with an example of the power of compounding interest.  In this week’s edition, I am going to […]

 

Apply in 3 Steps

Already a member?

You can use your Online Banking login credentials for a simplified application process:

Not a Member Yet?

Or not enrolled in Online Banking yet? No problem! Our loan application is still quick and easy: