The Connection Between Golf & Your Finances

Written by: Bill Engel, CFP® | Senior Vice President As someone who has played golf for many years, I’ve noticed a few connections between the sport and the world of finance. Through the use of some basic golf analogies, I’ve highlighted important takeaways when it comes to mastering investments and financial planning. Use all of your golf clubs. Just like[...] Continue reading

How to Manage an Influx of Money

Whether you’ve landed your dream job with a high-paying salary, inherited an estate, or just hit the lottery, coming into a windfall of money can be challenging to navigate on your own. There are a few steps to take to help ensure that money is well taken care of. Initially, it’s important to connect with a financial advisor and find someone to work with that you[...] Continue reading

Tip of the Month: Don’t Fall Victim to Credit Cards

While credit cards are a useful financial tool, it’s important to use them when it makes sense and to do so moderately. If not, interest rate payments can pile up, your identity and account info can be compromised, and you could find yourself in a perpetual cycle of credit card debt. In order to help avoid these downfalls, we’d like to offer a few tips: Tip #1 –[...] Continue reading

Mother’s Day Financial Advice

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3 Money Mistakes College Grads Make

It’s college graduation season, which means that many young millennials will embark on their journey to full-fledged adulthood. Post-grad life involves many ‘firsts,’ including your first salaried job, first time living on your own, and the first time you face financial responsibility. Upon graduating college, the real fiscal education begins. To make it seem a bit[...] Continue reading