Category: Money Messages

What is a QCD and why is it a great way to give?

Click here for a few shortcomings when it comes to using the “quick and cheap” method of preparing your return.

Teach your kids to save using a piggy bank.

We all know we should take our retirement planning seriously, but who has the time? Watch this money message to get a quick and easy tool for running a retirement projection with our MoneyGuide Monte Carlo Simulator. Then contact your financial planner to update your plan to make sure you are on the path to success.

What is a three-letter acronym that stands for something most homeowners don’t understand but costs them a small fortune?

Buying life insurance is one of the most important things an individual can do for their family. They need to carefully weigh the amount of insurance they need and where they should buy it from.

Learn how to maximize your savings next year and get tips on how to painlessly save more.

Pros and Cons of UGMA accounts

Adding another investment account to your portfolio

We all know that HSAs can be used to pay for current medical expenses. But did you know that you can use an HSA to save tax free for retirement and even build a tax free emergency fund? Watch this money message to learn more about the advantages of using an HSA.