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We want you to know

Give the gift of experiences this holiday season

The Best Gifts this Holiday Season

Give the gift of an experience and create memories that will last a lifetime.

  • Permalink
  • Posted: Dec 2 2022
Saving during Medicare Open Enrollment

Saving Money During Medicare Open Enrollment

Take this time to review your plan and explore all of the available options.

  • Permalink
  • Posted: Nov 18 2022
Professional Referral Services

Another Type of Influencer: Referral Services

The pros and cons of using professional referral services.

  • Permalink
  • Posted: Nov 11 2022
beware of scam calls

Handling scam phone calls

What to do if you become the target of a fraudulent scheme.

  • Permalink
  • Posted: Nov 8 2022
Getting Your Affairs in Order

Getting Your Affairs in Order

Steps to ensure everyone in your household is on the same page about your finances.

  • Permalink
  • Posted: Oct 27 2022
Smart Wearables for Seniors

Smart Wearables for Seniors

Encourage and track health and fitness with smart watches and wearable heart monitors.

  • Permalink
  • Posted: Oct 20 2022
5 Ways to Prevent Credit Card Fraud

Mitigating Credit Card Fraud

Five simple ways to minimize or prevent credit card fraud.

  • Permalink
  • Posted: Oct 14 2022
Which Type of Bank is Right for You?

Which Type of Bank is Right for You?

How to choose between national banks, online banks, and local banks and credit unions.

  • Permalink
  • Posted: Sep 29 2022
Flu season is coming: time for your annual flu vaccination

Flu Season is Coming

Protect yourself and those around you by getting your annual flu vaccination.

  • Permalink
  • Posted: Sep 22 2022
10 Things You Should Know to Make Smart Financial Decisions

10 Things to Make Smart Financial Decisions

Start making moves that will take you closer to a goal or place of financial security.

  • Permalink
  • Posted: Sep 16 2022
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