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achieve your financial goals

How to Achieve Your Financial Goals

Being financially secure is more prevalent than ever, but it still remains a challenge to many people. Let's discuss how to achieve your financial goals – and actually stick to it this time. After a long and arduous 2020, more and more…
financial spring cleaning
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Financial Spring Cleaning

Spring is the season for cleaning and that shouldn’t just end at home. Your finances should go through a little spring cleaning themselves. Having an organized financial life can help you better understand the flow of your money. Tracking…
how to keep money

How to Keep Money

“How did you go bankrupt? Bill asked. “Two ways”, Mike said. “Gradually and then suddenly.” - E. Hemingway, The Sun Also Rises (1926) Once we make some money, how do we keep it? There are many articles written about how to make…
investing vs speculating

Investing vs Speculating

“We engage in the folly of short-term speculation and eschew the wisdom of long-term investing.  We ignore the real diamonds of simplicity, seeking instead the illusory rhinestones of complexity.” - John C. Bogle, Enough: True Measures…
the future of online banking

Customized Security

The Appeal of Online Finance Simplifying your financial life on an app offers unique opportunities that a physical branch can not match.  At any time, any day, any device, and anywhere in the world, you can access your account balances,…
financial life

Organizing Your Financial Life

The end of the year and/or beginning of the next year is usually a time when finances and money seem to be top-of-mind. Often when we think about money, we think about how to best manage it and stay organized. As you take this time to figure…
holding marigolds in hands

Why Me?

"Managing our finances can feel overwhelming, and sometimes it even feels like financial companies want to keep it that way.  The “paradox of choice” is real – way too many options, but not enough information on how we can pick the right…
closeup of a marigold, like FIRE

F.I.R.E. (Financial Independence, Retire Early)

“Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it.” - Albert Einstein What is F.I.R.E.? FIRE is a lifestyle movement that grew out of the GFC (the recession of 2007-2009 called…