Adult Financial Education

7
Jun

Sizzlin’ Summer Series: PART 2

Sizzlin’ Summer Series: PART 2 The official start of Summer – June 21st – is right around the corner. As we cruise into part two or our Sizzlin’ Summer Series, we will make a splash with the best cities to retire in 2019. Get your Hawaiian shirts on, coolers filled, and beach towels ready, because here come the Top 4

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13
May

Sizzlin’ Summer Series: PART 1

Sizzlin’ Summer Series: PART 1 This last Winter was one for the books. With record snowfall, rain, and cold temperatures, it’s safe to say that most of us are ready for warmer weather. What better way to celebrate the onset of sunshine and warm temps than with a three-part newsletter series to help you enjoy Summer! In this month’s newsletter,

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10
Apr

April is Financial Literacy Month

April is Financial Literacy Month Do you consider yourself financially literate? According to a study by S&P Global, 57% of American adults are financially literate, ranking the U.S. 14th in the world. As a way to increase financial understanding, April is considered Financially Literacy month! Whether you’re a financial guru or consider yourself a newbie, here’s 3 ways to make

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26
Mar

3 Tips to Spring Clean Your Finances

3 Tips to Spring Clean Your Finances With the official start the Spring being March 20th, the entire country can now start shedding layers after a record-breaking winter. Along with spring comes nice temperatures, fresh crisp smells, and most importantly, spring cleaning. Typically, spring cleaning will consist of throwing out or donating unused items, organizing the house and cleaning the

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1
Feb

Your 2019 Financial Calendar

Your 2019 Financial Calendar There are 12 Months, 52 weeks, 365 days, 525,949 minutes in a year. From holidays, to appointments and birthdays, a lot can happen and even more can be forgotten. To help you worry about less and focus on more; here’s 5 important dates you should remember when it comes to planning your financial journey: April 15th

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1
Dec

8 Year-End Financial Tips

8 Year-End Financial Tips Twas a few weeks before Christmas, and all through the house, not a person was over-spending, not even  on decorations for the house. Receipts and bills were paid and filed away with care, in hopes of a fresh financial start to the New Year. Retirement funds were nestled all snug in their accounts, while payments and

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1
Nov

4 Must Know Financial Terms

4 Must Know Financial Terms The holidays are upon us! And with the holidays comes the fun tradition of holiday shopping! Just as you should plan when shopping, you should also plan of when dealing with finances. Although Financial Literacy month isn’t until next year, we wanted to get a head start by celebrating Canada’s Financial Literacy month, November! Before

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1
Oct

Five Things to Add to Your Financial To-do List

Five Things to Add to Your Financial To-do List The weather is getting cooler, the colors are changing, and the scent of pumpkin spice fills the air signaling the beginning of fall and holiday season. But October isn’t just known for pumpkin carving and corn mazes, October is also the month for financial planning. It’s a great time to review

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1
Sep

5 Signs You’re Ready to Retire

5 Signs You’re Ready to Retire You are nearing the average retirement age and each day it becomes closer and closer. The question is, are you ready to retire? Check out these 5 signs you’re ready to retire. Your Savings Exceeds Your Retirement Goals: At one time or another, you sat down and made an investment plan so you could

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1
Aug

Tips for Back to School Season

Tips for Back to School Season Although it’s not even August yet, storefronts and businesses are beginning to advertise what some kids dread, and others cherish, back to school time. In a report from Huntington Bank Backpack Index, school supplies have increased a whopping 88% since 2007. With this statistic, here are 3 tips to consider for this back to

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