Financial Wellness

Top 10 reasons to meet with your retirement vendor financial consultant

1. Boost your confidence. Whether you’re just starting to save or nearing retirement, a financial consultant can help you establish your account and let you know where you stand. This can boost your confidence in pursuing your goals. 2. It can fit into a busy schedule. In the same amount of time as a TV…

Tax Time Tips

Filing a federal tax return can be a tedious and time-consuming task, so it’s never too early to start preparing. Keep in mind, the deadline for filing individual returns for the 2022 tax year is April 18, 2023. Here are some tips on filing: Get started now. Organize receipts, paycheck stubs, financial records, mortgage statements…

Managing Debt

Make a debt plan Pay off debt based on a specific time frame or payment amount and change variables to see how it affects the results. Use this easy debt repayment calculator. Debt guidelines These tips can help you stay on the path to financial wellness: Focus on paying off debt with the highest interest…