Guide to protecting your credit concept photo with man holding a credit card while making a purchase.

November 3, 2023

As consumers, we know that having a good credit score is important. Whether you are applying for a loan or signing up for a credit card, protecting your credit score should play a major role in how you use credit. Presented by Kris Read More...
Debt Management in a Healthy Financial Plan shows man pulling out the empty pants pockets.

November 3, 2023

Wise debt management and budgeting are key components of healthy and effective financial planning and wealth management. Learn about the risks you Read More...
Mortgage and Debt Rules of Thumb with Calculator and Block House.

August 10, 2023

Most people carry some amount of debt, whether in the form of a student loan, a mortgage, or a car loan. We look at some simple rules of thumb on Read More...
Inheriting Debt from a Family Member concept depicts Stressed woman carrying on her back shoulders large box.

January 21, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® :  “What’s yours is mine and what’s mine is yours” is a typical mantra of married couples. But Read More...
401k Loan: Borrowing from your future depicts a money tree

January 4, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: If you need funds to cover an unexpected expense, taking a 401(k) loan from your account Read More...