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Investing and Insurance

Couple talking to a financial advisor.

Welcome to Investing and Insurance, your definitive guide to mastering these key components of financial wellness. We'll break down investment strategies and insurance policies into understandable concepts, helping you make informed decisions. Whether you're a beginner or seeking advanced knowledge, this guide will equip you with the skills to confidently navigate your financial future.

Ready to Invest? Start With These Four Foundational Steps

Picture this: You’ve just graduated college and received your first '“big-kid” job. You have about $20 in your name. Although it is a new concept, with a new job comes new responsibility, and you decide you should probably be more mindful about your spending (and saving) habits. But how do you start?

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Investing 101: How Dividends Work

A dividend is when a publicly listed company pays out a portion of earnings to shareholders. These can be paid out in cash or given as additional stock. These are given out to reward investors for entrusting their money with the company.

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How to Make the Most of a Windfall

Many people dream of one day receiving a considerable sum of money, whether through a large inheritance, winning the lottery, or selling their business or home. Whether the windfall is expected or not, without a plan, coming into a lump sum of money can be overwhelming at first and emotionally draining once the dust settles.

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How to Invest In Your 401(k) or IRA

If you already have a 401(k), IRA or other retirement account, congratulations! You’ve taken a huge step to securing tomorrow for “future you.” But what do you do with the money once you’ve contributed it to your plan, or put it into your account? If you want it to grow, you’ll need to put it to work — or invest it — and there are two basic ways to do that.

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Life Insurance 101

Loving parents with small child

Nothing says “love” like life insurance because you are making sure the financial needs of those you love are taken care of even after you are gone. Because life insurance is a key part of your financial plan, it’s important to make a smart, informed decision before purchasing coverage. Consider the following questions when shopping for the right fit for you and your loved ones.

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