Managing Your Money

Managing Your Money

Estate Planning: What is a Trust and Do You Need One?

What exactly is a trust? And how do you know if you need one? These questions are often asked of myself and my colleagues.

Rates vs. Rewards: Weigh Your Credit Card Options Carefully

When it comes to credit cards, common sense says the people who carry balances should have a card with the lowest interest rate possible, while people who pay their balances in full are best served by rewards-based cards. This holds true, for the most part, but this sort of “either-or” thinking might cost you in the long run.

Safe Deposit Boxes: The Ins and Outs

It’s one of the oldest and most basic services a bank can offer, and maybe even one of the most valuable. Safe deposit boxes are all about physical safety. They're essentially built to give the highest level of security to your most important items. But before you move your priceless jewelry and passports, take a look at what to expect and what not to do.

Get the Most from Your Savings

How many of us feel like we're saving enough? Just 29 percent of Americans say they have enough in emergency savings. Another 23 percent admit to no savings at all. These tips can help you protect and grow the money you set aside for later.

Switching Bank Accounts in 5 Easy Steps

Many consumers are frustrated with big banks but are hesitant to switch because they think it will be a hassle. It doesn't have to be if you follow these 5 easy steps.

5 Important Insurance Policies Most People Don’t Think About

You have car insurance and homeowner's insurance, but what other coverage do you need? Are you missing these 5 often overlooked policies?

Vacation Planning to Avoid Travel Scams and Fraud

During vacation season, crooks look for opportunities everywhere. While you’re planning and booking your trip, take a little extra time to protect yourself and your finances to make sure you come home with everything you brought with you.

Help Your New Grad Save with These Financial Gifts

Cash is king when it comes to graduation presents, but if you want to make sure your gift helps form a foundation for future success, consider these options. The special student in your life will remember the gesture for a long time.

The One Person Who Can Help You Keep Your New Year’s Resolutions

Getting what you want out of the new year doesn’t have to be a long shot. Working with this trusted confidant, you can build a plan to meet your financial goals and achieve your New Year's resolutions.

Planning Your Finances for a New Year

If you want to take advantage of opportunities to save on your 2014 tax bill and get a jump start for the new year, the time to act is now. Here are five ways to wrap up the year and start your 2015 finances on the right foot.

1 2 3 4 5 6 7 8 9

Quick Links

Article Search


Read the latest eNewsletter