Blog

What Size Emergency Fund Do You Need?
Posted on Feb 6th, 2019

Over the past few years, people’s sense of financial well-being has improved considerably. Nearly three-quarters of American adults stated that they were financially OK or comfortable in

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Breakfast at Bertie’s
Posted on Jan 9th, 2019

It’s 8 AM on a cold and rainy Monday morning when I find myself checking out a concrete building, five football fields long, that usually

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13 Things to Consider When Refinancing Your Mortgage
Posted on Dec 18th, 2018

Refinancing your mortgage can be a way to lower your monthly payments and save money over the life of your home loan. However, refinancing a

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401(k) vs. IRA: Which Is the Better Choice for You?
Posted on Nov 28th, 2018

When it comes to saving for retirement, there are a lot of options available. Your new employer might have mentioned setting up a 401(k) account

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DID YOU KNOW: credit unions don’t pay taxes?
Posted on Nov 8th, 2018

Credit unions operate like banks, so why don’t they pay taxes like banks? Credit unions were originally chartered to enable people of small means with

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