​​Financial wellness

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53 posts found

6 Tips for smart holiday spending

Everyone wants to celebrate generously during the holidays, but it’s important to remember your financial plan and savings goals. Right around Thanksgiving, your calendar fills up with events that can …Read More

Individual Retirement Account (IRA) Basics

Traditional IRA vs. Roth IRA An Individual Retirement Account (IRA) is a retirement savings account established with a financial institution that allows you to save for retirement in a tax-advantaged …Read More

Maintaining a long-term focus

The stock market’s history of volatility and growth As we all struggle with the unprecedented coronavirus crisis and the corresponding stock market crash, it may provide some small degree of comfort …Read More

3 Tools to Help Build Your Retirement Savings

All teachers have that one class that makes them feel like retirement can’t come soon enough. If that’s you this year, then it’s time to kick your savings into high …Read More

What are Mutual Funds? – MemberMinds Video

A mutual fund is a portfolio of securities such as stocks or bonds. Investors can own shares of a mutual fund and over time can earn capital gains or experience …Read More