Budgeting to Achieve Your Goals

Do you really know how much you spend and save? Budgeting is the process of creating a plan to spend your money. This spending plan is called a budget, and helps you balance your expenses with you...

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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...

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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...

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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...

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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...

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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...

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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...

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