Glossary

Menu Open menu LOGIN
Close
Contact us Locations

Insights & Education

We've made it easy to quickly find just the advice you need.
I’m Interested In:
Select one or more topics you are interested in to filter Hints & Tips.
Fight Against Credit Card Skimming and Fraudulent Transactions

The risk of being compromised by a credit and debit card skimmer has significantly increased…

Learn more
2019 Financial Resolutions

Resolution-making is in full force for 2019. Resolution-keeping? Well, you’ll have to wait until the…

Learn more
Cartoon of entire family
11 ways to save – at every life stage

When you stashed money in your piggy bank, how did that make you feel? Was…

Learn more
Shot of a mature couple going over their finances at home
To Roth or not to Roth? That is the question…

Individual Retirement Account (IRA).  Escrow.  When evaluating whether a Roth IRA would be a better…

Learn more
Myth or reality? Question in wood type
Six home refinancing myths you shouldn’t believe

It makes sense to refinance a home when you can potentially save thousands of dollars…

Learn more
Sticky_Notes_Goals-WEB
7 habits to make you an effective saver

Saving money effectively is about more than not spending it. You need to build habits…

Learn more
Mature woman with gray hair having fun in the park, laughing and sitting on bench
I’m ready to invest. What are my options?

You’re determined to have your money grow because you know your future depends on it.…

Learn more
The fundamentals of investment planning

Investing can seem complicated and confusing to many. This can often result in potential investors…

Learn more
How does your garden (or patio or deck or sunroom) grow?

There’s nothing wrong with scrimping and saving for that home improvement project or tractor mower…

Learn more
Just married on the back of car
Wedding checklist: Here’s what you’ll pay for your special day

If you managed to put away $32,641 for that upcoming wedding, congratulations – on both…

Learn more