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Saving can feel overwhelming, but we’re here to help you! You can always schedule an appointment to meet with a banker.

Helping You Invest Wisely

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FAFSA and You

The Free Application for Federal Student Aid, more commonly known as FAFSA, is the gateway to most types of college financial aid. This application asks questions about the student and…

College Savings Plan Options

You look at your paycheck, and then you look at the tuition and fees that even the most “affordable” state colleges and universities charge. You cannot help but panic. How,…

Traditional 401(k) vs Roth 401(k)?

Contributions to a Traditional 401(k) plan are made on a pre-tax basis, resulting in a lower tax bill and higher take home pay. Contributions made to a Roth 401(k) are…

How are Social Security Benefits Calculated?

You are nearing retirement age and wonder how much money you can expect from the federal government in Social Security benefits each month after leaving the workforce. The short answer?…

Understanding Student Loans

Your son has picked his college. Your daughter has chosen her major. Your children have even picked out their mini-fridges and microwave ovens for their dorm rooms. However, what about…

Gig Worker Retirement Strategies

Over the past several years, there has been a significant rise in gig workers and the number of affiliated companies that utilize them. According to MBO Partners, there are 64.6…

Financial Aid

Ready to test your knowledge? You’ll have ten multiple choice questions to answer. Click on each question to reveal the question and multiple choice answers. After you’ve completed answering all…