Category: Blog

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Reasons to Refinance

Refinancing can be beneficial if everything lines up in your favor. What can you get out of it?
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Transitioning to Retirement

Transitioning to retirement takes planning and preparation. But if you're wise, you can set yourself up for success.
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Talking to Your Partner About Money

When it comes to talking with a spouse or partner about money, many people shy away. It can be scary—but it doesn’t have to be.
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Making and Spending Money

Making and spending money is a critical part of financial responsibility.
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Learning to Budget

A budget is a plan for how you’ll spend your money.
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Working with a Mortgage Lender

Applying for a mortgage is a big endeavor. . .
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Is the Money in My Account Safe?

Your financial institution is one of the safest places. . .
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3 Jar Allowance for Kids

The sooner you teach your children the basics about budgeting, the better, and the 3-jar money system is a great way to get started.