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Understanding Your Credit Score
Your credit score is crucial to your financial wellbeing. We can help you understand how to keep your credit in good standing.
How to Lower Your Monthly Mortgage Payment
Is your mortgage payment more than you can afford? Learn about the ways that you can reduce your monthly home mortgage payment. 
Upcoming Home Improvement? How to Navigate Big Purchases and Make Wise Decisions
From upgrading appliances to gutting entire rooms, big projects can have a big impact on a home and on your wallet, so it's important to approach home improvements with thoughtful intention.
Rollover that Rogue Retirement Account without Stress
It’s common for people to be nervous or hesitant about transferring retirement accounts like IRAs and 401(k)s. But moving accounts shouldn’t be something you fear or put off because you expect it to be too complicated.
Get the Most from Retirement Plan Design
As a 401(k)-plan sponsor, you want your employees to have a secure retirement. Here are a few ideas to consider when designing your company-sponsored retirement plan.
Definition of Compensation for Retirement Plans: How to Handle Bonuses, Commissions & More
Using the correct compensation for plan purposes is quite important. Compensation controls the amount that a participant contributes to the plan through the 401(k) provision, the amount of the employer match (if any) and how much each employee receives from employer “profit sharing” type contributions (if any).