Educational Videos

IN THIS ISSUE

How Does Your Spending Stack Up?

If you’re looking for a simple way to measure your spending to help determine how healthy and sustainable your financial habits are, we’ve got a simple rule to share –the 50/15/5 rule. The 50/15/5 … read more
Retirement Planning: Pre-Tax 401(k)s vs. Roth 401(k)s

When deciding between pre-tax and Roth, it's important to consider how each option affects your taxes and retirement strategy. A pre-tax 401(k) allows you to make contributions with pre-tax dollars, … read more
Tip of the Month: Savings and Spending Check Up

Check out this tool to help breakdown your savings and spending behaviors and get tips on how to pull your financial habits into generally healthy ranges. If you’re trying to build a budget, this … read more