What is a Mutual Fund Share Class and Why it Matters

By: Loni Morrow, Tony Schutte, and Trent Pepper Mutual funds are a type of investment that allows investors to pool their money with other investors in order to buy stocks, bonds, and other investmen...

Continue reading »

The Importance of Teaching Kids and Teens About Money

Was money something you learned about in school? Probably not. In fact, many of us really only started learning about money when we opened our first bank account. Fortunately, times are changing, and...

Continue reading »

Interest-Bearing Accounts Explained

When does an interest-bearing account make sense? Often, these accounts are a good option when you want to earn a little something for letting the bank hold your money, often when saving for a big eve...

Continue reading »

A New Perspective on Working in Retirement

There’s been a shift in the view that retirement is an abrupt ending to your years in the workforce. In fact, by 2031, the labor force participation among those aged 65-74 is predicted to reach 30.7...

Continue reading »

What to Know About Offsetting Capital Gains with Tax-Loss Harvesting

Tax-loss harvesting is a way to cut your tax bill by selling investments at a loss in order to deduct those losses from your taxes. While this doesn't eliminate your losses, it can help you manage you...

Continue reading »

Getting Financially Organized in the New Year

With the start of a new year comes the perfect opportunity to get organized. Whether that means cleaning out the basement, donating clothing you haven’t worn throughout the year, or straightening th...

Continue reading »

Financial Priorities Change? Here's How to Adjust Your Lifestyle

Have you recently purchased a home, started a new job, or had another significant life change? If your priorities have changed, your financial plan should too. Here are some tips to consider. ORGANGI...

Continue reading »

House Hunting? Consider These Mistakes That Could Cost You

When purchasing a new home in a competitive market, it can be tempting to put in an offer sooner than you may be comfortable. But here’s a reminder to ask questions, turn on all the faucets, flush t...

Continue reading »

The Power of Compounding Interest

For savers, the definition of compound interest is basic: It’s the interest you earn on both your original money and on the interest you keep accumulating. Compound interest allows your savings to g...

Continue reading »

Revaluating Your Spending This Holiday Season

With the world slowly beginning to return to “normal” and the holidays right around the corner, it may be tempting to treat ourselves and others this season. This desire to seek out indulgences ca...

Continue reading »