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Who Should You Name as Your Power of Attorney—and When?
Who Should You Name as Your Power of Attorney—and When?

Who Should You Name as Your Power of Attorney—and When?

June 20, 2025 / Alyssa Proctor

It is important to select a trusted and reliable POA that fits your needs and makes things easier when you need it the most...…

community retirement starting a family
What Is a Power of Attorney—and Why It Matters
What Is a Power of Attorney—and Why It Matters

What Is a Power of Attorney—and Why It Matters

June 13, 2025 / Alyssa Proctor

A Power of Attorney (POA) is a legal document that allows you to appoint someone—called an agent or attorney-in-fact—to act on your behalf...…

community retirement starting a family
The Importance of Financial Planning: Set Yourself up for Success
The Importance of Financial Planning: Set Yourself up for Success

The Importance of Financial Planning: Set Yourself up for Success

February 14, 2025 / Alyssa Proctor

Financial planning is more than just budgeting and saving; it is about creating a roadmap to guide you through life’s financial decisions…

savings community retirement starting a family buying a home
Saving and investing tips for veterans
Saving and investing tips for veterans

Saving and investing tips for veterans

November 05, 2024 / U.S. Department of Veterans Affairs

Here are some tips from the U.S. Department of Veterans Affairs on saving and investing to help you for your current and future financial needs…

community savings retirement
When it’s time to manage your parents’ finances
When it’s time to manage your parents’ finances

When it’s time to manage your parents’ finances

October 17, 2024 / Alyssa Proctor

Taking over the management of your parents’ finances is a significant responsibility and can be both emotionally and practically challenging. Here are some tips that will help you approach the task with care, organization, and sensitivity…

community retirement savings
The importance of special needs trusts
The importance of special needs trusts

The importance of special needs trusts

October 10, 2024 / Erin Sunday

If you have a family member living with a disability, a special needs trust is a critical estate planning tool. A special needs trust can provide financial security, preserve eligibility for vital benefits, and offer peace of mind to families…

community savings starting a family retirement
Preparing for a recession
Preparing for a recession

Preparing for a recession

July 10, 2024 / Warren Hurt

You might have heard that some economists are warning of a recession. It’s difficult to know what to expect and how it will affect you, but here are some steps you can take to make sure you feel financially secure during a recession…

community savings retirement
Is it time to sell your home?
Is it time to sell your home?

Is it time to sell your home?

June 05, 2024 / Katie Rittel

Knowing when it’s time to sell your home is a significant decision that involves factors both personal and financial. While there’s no one-size-fits-all answer, several signs might indicate that it’s the right time to put your house on the market…

community selling a home buying a home retirement starting a family
Seven tips to help you save for vacation
Seven tips to help you save for vacation

Seven tips to help you save for vacation

May 17, 2024 / Megan Witmer

The crashing of waves on the beach. The lapping of water on the lake. The warmth of the evening campfire. These are just some of the joys of vacation. But saving the money needed to get you to your destination can be challenging…

community savings starting a family retirement

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