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Consider these things when filing your tax return
Consider these things when filing your tax return

Consider these things when filing your tax return

February 14, 2024 / Alyssa Proctor

Here are some things to consider that might reduce your tax bill…

What is financial wellness, and how do I achieve it?
What is financial wellness, and how do I achieve it?

What is financial wellness, and how do I achieve it?

January 09, 2024 / Meghan Heebner

You likely have heard people talk about financial wellness, but you don’t really know what it is or have any idea of how to achieve it…

Finding funds in an emergency
Finding funds in an emergency

Finding funds in an emergency

December 19, 2023 / Anne Bednar

If you find yourself facing an emergency for which you are financially under-prepared, the prospect of what to do next might feel overwhelming. Don’t panic. There are things you can do to get through this crisis…

How to spot and prevent financial abuse
How to spot and prevent financial abuse

How to spot and prevent financial abuse

November 09, 2023 / Ray Wills

Each year, millions of senior citizens are victimized by financial fraud or theft of money, property, or valuable personal information. Knowing how to spot and prevent it will help you protect yourself and your finances…

Choosing the right self-employed retirement plan
Choosing the right self-employed retirement plan

Choosing the right self-employed retirement plan

October 23, 2023 / Chris Moore

You are self-employed and enjoy a certain amount of freedom. But that doesn’t give you an excuse to skip out on saving for retirement. In fact, being on your own makes putting money away that much more crucial…

How you give is as important as what you give
How you give is as important as what you give

How you give is as important as what you give

September 25, 2023 / Matt Berger

When significant assets are involved, did you know that how you give is just as important as what you give? With the right financial approach to your giving objectives, there could be significant tax advantages for you and the charity…

How Secure is Social Security?
How Secure is Social Security?

How Secure is Social Security?

August 28, 2023 / Warren Hurt

Is Social Security actually secure? If not, what should be done to fix it and who bears the cost?…

How to safeguard access to your accounts
How to safeguard access to your accounts

How to safeguard access to your accounts

July 19, 2023 / Jordan Peffer

Most people don’t think twice about making a purchase using their debit card, cell phone, or tablet. To protect yourself and safeguard your access devices, consider the following tips…

How much do I need to save for retirement?
How much do I need to save for retirement?

How much do I need to save for retirement?

July 05, 2023 / F&M Trust

Your personal savings goals will depend on when you plan to retire, if your work provides a pension, whether you have health problems, and what you would like your lifestyle to look like in retirement…

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