Search Results

• Investing 101: A Starter Guide for Young Professionals

  Master the basics of investing 101 with our comprehensive guide. Learn essential tips and insights to start your investment journey today.

• How to Merge Finances After Marriage: A Guide for Couples

  Read this step-by-step guide on how to merge finances after marriage. Learn practical tips to build a strong and secure financial future together.

• 4 Financial Lessons We Learned From Our Grandparents and Parents

  Our advisors share the valuable financial lessons they inherited from their elders, offering insights on budgeting and achieving long-term security.

• The Key to Financial Health - Start Saving

  Whether you’re just starting to save or have fallen out of the habit, it’s never too early or too late to take the first step toward achieving your financial goals. No matter where you are on your savings journey, Lynn Carlson, VP, Consumer Banking Regional Manager, outlines several key savings vehicles and considerations to help you achieve your short, mid and long-term financial goals.

• Loud Budgeting: The Trending Strategy That’ll Transform Your Finances

  Loud budgeting is trending all over the internet — but what is it? Learn more about this emerging financial strategy, and why you should implement it this year and beyond.

• Personal Loans & Lines of Credit

  Get more control over your finances with a flexible personal loan so you can prepare for the unexpected, purchase a new vehicle or consolidate debt. With or without collateral, we can help you get access to cash to take control and simplify your life.

• Don’t Just Do Something, Stand There

  CIO Dominic Ceci and Director of Wealth Strategy Joe Maier partnered together on this week’s Wealth Insights article on two psychological traps that cost investors ever year: Action bias and the illusion of control.

• We Are All Fools—It’s Called Being Human

  This April Fool’s Day, beware of mental tricks like loss aversion, regret aversion, and herd behavior. Joe Maier, JD, shares tips in this week’s Wealth Insights column to help you avoid these pitfalls and keep your emotions in check.

• 7 Financial Rules of Thumb to Follow

  Discover the key financial rules everyone should follow. From 50/30/20 to the pay yourself first rule, learn how to save more, spend wisely and achieve financial freedom. 

• 7 Questions to Ask Mortgage Lenders for a Smooth Pre-Approval Process

  Discover the seven essential questions to ask mortgage lenders to secure the best loan for your needs.