Learn

Making the best decision can be challenging.

We’re more than happy to share our financial savvy. (You are family, after all!) The Learn section of our website is full of calculators, financial education tools, tips, and links to help you make sound decisions. Go for it!


Who needs a will? Every adult can benefit from having a will, no matter what their age... but AARP surveys show that 2 of 5 Americans over 45 don’t have a will. (Yikes!) In most states, you can write a…
Balancing just takes a little practice! Most Americans don’t know how to balance a checkbook... gasp! If you’ve never balanced your checkbook before, you may think it’s too tedious or too late to start. You’re in the majority since most…