Financial Health

Taking control of your financial health starts with education.

What is Vesting?

What is Vesting?

Does your employer offer a retirement savings plan such as a 401(k), traditional pension, or profit-sharing plan? Did you receive a stock option grant as a year-end bonus? These employee benefits and others like them are often tied to a timeline known as a vesting schedule.

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Unlock the Power of Your Credit Score in 2024

Unlock the Power of Your Credit Score in 2024

A credit score might seem like a mysterious three-digit number, but it holds significant influence over your financial life. Whether you’re applying for a loan or a credit card, renting an apartment, or even setting up utilities, your credit score plays a crucial role in the decisions that lenders, landlords, and service providers make.

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Get Ahead of Your Debt

Get Ahead of Your Debt

For many of us, November and December kick off a season of celebrating, family, feasting, and yes…spending. The holidays are a chance to make memories, but this can also be a time of financial stress—especially if you wait until the last minute to make plans.

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Starting a Business Checklist

Starting a Business Checklist

Thinking of starting a business? This handy checklist can help you stay organized as you start your journey, from vision to reality: General Information ▢ 1. Has relevant personal information been gathered for all participants in this business? ▢ 2. Has financial...

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