How to Plan Your Financial Life in a Sensible Way
Written by: Pat Carlson, Senior Vice President, Wealth Management & Trust Department Manager What is my personal net wor...
Retirement’s Best Kept Secret: Health Savings Account Contributions
Back in May 2018, the Internal Revenue Service (IRS) announced an increase to the maximum health savings account contrib…
Simple Ways to Stick to Your Retirement Savings Resolution
The lines that form behind gym equipment in January then dwindle come Valentine’s Day are proof that sticking to New Yea…
How to Create a Personal End of Year Financial Report
It’s official: 2019 has arrived. Happy New Year! As you finalize your savings and budgeting plans for 2019, one of the m…
What the IRS Announcement Means for Your Retirement Savings Plan
Earlier this month, the Internal Revenue Service (IRS) made their annual announcement regarding changes to maximum contr…
Making Your Money Work for You
Now that Labor Day is behind us, it’s time to start looking ahead to the final stretch of 2018. You’ve worked hard for w…
Is 2019 the Right Time to Increase 401k Contribution?
In an earlier post, we reviewed four ways to get your retirement savings into shape for the coming year. In this FutureT…
Get Your Savings and Retirement Plans in Shape for 2019
As we inch closer to the fourth quarter, cooler weather, holidays and plans for the year ahead are slowly coming into vi…
Starting a Rainy Day Fund
You’re on top of your monthly payments, you are steadily paying down your debt and you (usually) stick to your weekly ho…
5 Keys to Achieving Financial Independence
When many of us think about achieving financial independence, we picture a cookie cutter future of retired bliss. But ju…