2025 Funds Availability Policy Update
Change in Terms: Effective July 1, 2025, our Funds Availability Schedule will change as follows:
News
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How Will Your Spending Change in Retirement?
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How to Budget in Your 50s for a Smooth Retirement Transition
“Retirement is when you stop living at work and start working at living.” This quote has stuck with me for years, not just for its cadence but for the profound truth it encapsulates. For many in their 50s, the horizon of retirement is no longer an abstract concept but a palpable reality. And yet, even
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Shred & Tech Day
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Are You Making These 3 Common 401(k) Allocation Mistakes?
“The decisions you make with your 401(k) today will determine the financial freedom you have tomorrow.”
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The Procrastinator’s Guide to Holiday Travel Savings
Holiday travel season is near, and peak prices already tell that story: nearly 75% of Hopper customers say that as they book travel this year, they plan to spend the same or more than what they shelled out last year. If this sounds uncomfortably familiar, don’t panic! Even if you’ve waited until the last minute, there
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Protect Yourself from Becoming a Money Mule
Understanding and Avoiding Money Laundering Schemes In the ever-evolving landscape of financial security, one of the less visible but highly damaging roles an individual might inadvertently play is that of a “money mule.” Understanding what a money mule is and how to avoid becoming ensnared in such schemes is crucial for protecting not only your
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Buy Now, Pay Later: The Cost of Convenience
“Buy Now, Pay Later” (BNPL) services have become increasingly popular, offering a tempting alternative to credit cards. A 2022 report from the Consumer Financial Protection Bureau found that from 2019 to 2021, the number of BNPL loans originated in the U.S. by the five lenders it surveyed grew from 16.8 million to 180 million, highlighting
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A Measured Approach: How Rate Cuts Will Affect Your Investments
“In the short run, the market is a voting machine, but in the long run, it is a weighing machine.” — Benjamin Graham
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Preparing for the Mortgage Application Process
For first-time home buyers, the mortgage application process can seem like an obstacle course. You hand off all your personal information, jump through the qualifying hoops, and clear the lender’s hurdles. Gathering as much information as possible about your finances before you start your application will help you better prepare to find the best mortgage